Experience

• 

  Bank of Texas

  • United States
  • Financial Services
  • 700 & Above Employee

  • AVP I Supervisor, Client Services

    • Nov 2023 - Present

    Oversees the CSA‘s and works closely with all Private Wealth Officers as well as their respective clients. Responsible for maintaining and expanding relationships with high-net-worth clients across several delivery platforms including banking, trust, brokerage, financial planning and investment management and family office services. Responsible for mentoring, coaching, and leading the day-to-day activities of a team of CSA’s as well as directly managing and supporting some of the key client service relationships for the Private Wealth team.

  • Client Services Associate

    • Sep 2007 - Feb 2024

    • Maintain E-Credit files for all loan relationships, new loans, renewal loans/annual review.• Utilize Loans Coming Due Reports and communicates with Clients regarding renewals or extensions and gather necessary documentation to complete the renewal/extension.• Distributes all financial and underwriting documentation received prior to new loans, renewals, amendments or monitoring data, as well as on-going financial information receiving for monitoring purposes.• Interacts with clients to collect all necessary information for covenant monitoring and compliance as well as renewal of existing loans transactions.• Conducts pre-closing reviews of all custom underwritten transactions prior to funding to assure all terms approved in the commitment report are reflected accurately in the loan documents.• Book and fund all loan transactions and assists officers in receipt of and review of all loans-in-process.• Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments to and from clients and requests from clients are processed timely; loan advances, deposits, distributions, wire transfer, loan bookings, DDA transfer and receipts are processed timely; ensures adequate cash positions in investment, brokerage and trust accounts.• Assists Private Bank officers in developing new brokerage, money management, lending and depository business with existing or prospective customers, including preparation of advanced presentation packages for investment management, brokerage and bank product presentations.• Maintain loan exceptions and ensure non-perfection exceptions are less than 20% and aged perfection are less than 5% monthly. Also make sure past due loans have a less than 1% delinquency.• Maintain knowledge and understanding of appropriate legislation and regulations affecting banking and customer interaction.

  • Consumer Banker/ Float Teller

    • Sep 2005 - Sep 2007

    • Responsible for retaining and expanding customer relationships and recognizing opportunities to cross sell to existing and prospective customers. Also resolve service issues and meet service and sales standards.• Responsible for providing the highest form of client service by consistently identifying opportunities to generate referrals while performing routine teller transactions such as receipt, disbursement, payments and recording of monies while maintaining service standards and transaction responsibilities.

• 

  Jp Morgan Chase Bank

  • Houston, Texas, United States

  • Client Associate Team Lead

    • Sep 2000 - Sep 2005
    • Houston, Texas, United States

    • Provide guidance and work flow direction to Tellers in the area of paying and receiving transactions. • Maintained approval authority limit higher than Tellers and engaged in special transactions. • Provide answers to non-routine questions and guidance on customer service issues and perform tel...