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

Company: Zions Bancorporation
Location: Sugar Land
Posted on: March 16, 2023

Job Description:

At Amegy Bank, everyone counts! Your contributions are valued, and everyone has 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 Lending team.

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.


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


+ Medical and Dental Insurance + Life Insurance + 401(k) plan + generous company matching!

+ Competitive compensation commensurate with work experience (some roles include incentives, mileage + travel time pay, and/or parking waivers.

+ Eligible for sales bonuses + monthly incentives and/or annual discretionary bonus Paid Training, paid Vacation, paid Holidays and promotional opportunities offered from within Tuition Reimbursement for qualifying employees.

+ Stable Employer, a division of Zions Bancorporation and is included in the S&P 500 & NASDAQ Financial 100

Req ID: 060497

Equal Opportunity Employer

It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

Keywords: Zions Bancorporation, Sugar Land , Client Relationship Associate (Commercial Lending) - Sugar Land, TX, Other , Sugar Land, Texas

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