Client Relationship Associate (Commercial Lending) - Sugar Land or Bellaire, TX

Client Relationship Associate (Commercial Lending) - Sugar Land or Bellaire, TX At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a Client Relationship Associate to join our Commercial Lending team in Sugar Land or Bellaire, TX . Our Commercial team is dedicated to providing exceptional service and tailored financial solutions to our clients. The ideal candidate for this position will have the skills and experience necessary to: Support Relationship Managers 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 Relationship Managers’ portfolios or own portfolio if assigned. Call clients to request current financial statements, credit reports and income verification information. Determine if documents provided 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 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 desk files and maintenance of all automated reports, etc. Other duties as assigned. 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 or other directly related experience. A combination of education and experience may meet job requirements. Working 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. Strong organizational skills. Ability to respond to inquiries in a timely manner. Ability to process, audit and review client information. Ability to create and pull reports. Ability to multi-task, support various priorities, work with relationship managers and clients as needed. Working knowledge of various word processing and spreadsheet software. Spanish (written/oral) proficiency preferred Intermediate knowledge of computers software (i.e. Microsoft Word, PowerPoint, Excel, Teams) and general workflow organization Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental 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 This position will be open until filled. All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations. Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law. It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran. Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at View email address on click.appcast.io or View phone number on click.appcast.io. Please email your resume/cover letter, indicate what position you are interested in and include \"Accommodation needed\" in the subject line to ensure your information is routed to the appropriate contact. Amegy Bank a division of Zions Bancorporation, N.A. Member FDIC #J-18808-Ljbffr Zions Bancorporation