Client Relationship Associate (Commercial Real Estate) - Dallas, TX
- 📁
- Loan Operations
- 💼
- Amegy Bank
- 📅
- 067594 Requisition #
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, 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.
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
This position will be open until filled.
To review our Benefits Summary click here.
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 careers@zionsbancorp.com or 801/844-7618. 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.
Click here to view our EEO Statement.
Click here to view applicable Federal, State and/or local employment law posters.