At Amegy Bank, everyone counts! Your contributions are valued, and everyone is given the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities, and our employees.
We're looking for a
Client Relationship Associate to join our
Commercial Real Estate (CRE) team in
Dallas or San Antonio, TX.
Ideal candidates will have the skills and experience necessary to:
- Support Loan Officers in the daily management of their loan portfolios.
- Provide daily administrative and clerical assistance to the assigned department in the areas of loans, deposits and account servicing.
- Process loan renewals and changes in terms as related to the Loan Officers portfolios.
- Call clients to request current financial statements, credit reports and income verification information.
- Determine if documents provided met banks requirements.
- Open and close accounts. Add/delete signers. Notary duties.
- Manage reporting exceptions which include collateral, material, financial and deposit.
- Obtain missing information such as signature cards, financial statements, insurance, etc.
- Responsible for managing the filing, correspondence, scheduling and coordinating loan portfolio functions to assure a smooth operational flow.
- Assist with loan processing, closing and monitoring while providing quality service to allow loan personnel time for business development activities.
- Assist customers with questions, preparing e-files and maintenance of all automated reports, etc. .
- Other duties as assigned.
Qualifications:
Requires a High School diploma or equivalent and 2+ years experience in in banking, loans, loan portfolios, deposits, account servicing or other directly related experience or other directly related experience. A combination of education and experience may meet job requirements.
- Proficient knowledge of loan/bank operations, loan documentation processes, loan principles, loan systems, loan portfolios, including loan renewals and changes, deposits, new accounts, banking principles, processes, policies, compliance and regulations.
- Strong interpersonal, customer service and communications skills, both verbal and written.
- Ability to respond to inquiries in a timely manner.
- Ability to process, audit and review client information.
- Strong problem resolution skills.
- Ability to create and pull reports.
- Ability to multi-task, support various priorities, work with relationship managers and clients as needed.
- Advanced working knowledge of various word processing and spreadsheet software
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits, including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
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BankTalent HQ
Competitive
vision insurance, paternal leave, paid time off, tuition reimbursement, 401(k), profit sharing
Aug 03, 2025