Energy Lending Client Relations Specialist

Amegy Bank; Houston (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Paid Time Off and Holidays

401(k) plan with company match

Tuition Reimbursement

Job summary

Amegy Bank in Houston, TX seeks a Client Relationship Associate to support the Energy Lending team by managing loan portfolios, handling deposits and account servicing, and processing renewals.

This role emphasizes strong interpersonal and organizational skills, ability to multi-task, and precise report preparation to help relationship managers grow client relationships and maintain efficient operations.

Qualifications

• Requires a High School degree or equivalent and 4+ years of in banking, loans, loan portfolios, deposits, account servicing or other directly related experience.
• Knowledge of loan/bank operations, documentation, portfolio management and banking regulations.
• Strong interpersonal, customer service and communications skills, both verbal and written.
• Strong organizational skills and ability to respond timely to inquiries.

Responsibilities

• Support Relationship Managers in the daily management of their loan portfolios.
• Provide daily administrative and clerical assistance to the department in loans, deposits and account servicing.
• Process loan renewals and changes in terms for Relationship Managers’ portfolios or own portfolio.
• Call clients to request current financial statements, credit reports and income verification information.
• Determine if documents meet the bank’s requirements.
• Process and compile monthly production reports.
• Open and close accounts.
• Manage exceptions including loan collateral, financial reporting and depository related exceptions.
• Obtain missing information such as signature cards, financial statements, insurance, etc.
• Manage filing, correspondence, scheduling and coordination of loan portfolio functions.
• Assist with loan processing, closing, and monitoring while enabling business development activities.
• Assist customers with questions, preparing desk files and maintenance of automated reports.
• May manage small deposit portfolio.
• Other duties as assigned.

Skills

Interpersonal skills

Customer service

Organization

Communication

Multitasking

Report generation

Education

High School diploma

Tools

Microsoft Word

Excel

PowerPoint

Teams

Job description

Amegy Bank in Houston, TX seeks a Client Relationship Associate to support the Energy Lending team by managing loan portfolios, handling deposits and account servicing, and processing renewals.

This role emphasizes strong interpersonal and organizational skills, ability to multi-task, and precise report preparation to help relationship managers grow client relationships and maintain efficient operations.