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Client Relationship Analyst

Houston,TX

412 Client Relationship Analyst jobs in Houston,TX

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Branch Relationship Banker (Personal Banker) - Holcombe-Greenbriar - Houston, TX

Amegy Bank

Houston, TX 77002

Flexible Schedule
Easy Apply
Mortgage Loan Partner 2

LENDIRECT MORTGAGE

Houston, TX 77001

Remote

  • Active NMLS license
  • Licensed in Florida and Connecticut, or willing to obtain
  • Minimum of 5 years mortgage experience with strong mortgage expertise as a client-facing Loan Partner or Loan Officer
  • Proven ability to conduct loan consultations, qualify borrowers, and convert clients into active homebuyers
  • Deep understanding of Conventional and various loan guidelines
  • Experience with DU/DO and structuring borrower scenarios
  • Strong knowledge of mortgage documentation, disclosures and pipeline flow
  • Ability to analyze tax returns, W2s, and all types of self-employment income
  • Excellent verbal and written communication skills
  • Strong organizational skills and attention to detail
  • Proactive follow-up and ability to manage multiple files simultaneously
  • Can manage multiple priorities without losing track of details
  • Strong sense of urgency and commitment to timely communication
  • Loves processes and systems
  • Tech-savvy with experience in Loan Software, CRM, and digital communication tools
  • Conduct loan consultations, prequalify borrowers, and structure loan scenarios to help clients become mortgage-ready
  • Review income, credit, assets, and supporting documentation to determine loan eligibility and prepare accurate pre-approvals
  • Guide borrowers through the loan process while delivering an exceptional client experience and maintaining strong communication
  • Collect, organize, and review documentation to ensure complete and accurate files before submission to processing
  • Build trust with clients and referral partners
  • Be a resource with proactive follow-up, timely updates, and professional communication
  • Manage multiple files simultaneously while maintaining accuracy, organization, and a strong sense of urgency
  • Execute borrower updates, pre-closing, and funding calls
  • Ensure loans close on time
  • Resolve loan issues prior to LO escalation
  • Work closely with the Loan Officer to help convert, retain, and support borrowers while keeping the pipeline moving smoothly
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Houston Criminal Defense Attorney

Dunham & Jones, Attorneys at Law PC

Houston, TX 77008

$160,000/yr
Caregiver

At Your Side Home Care - South Metro Houston, TX

League City, TX 77573

Flexible Schedule
Recommended
Real Estate Sales Agent

Realty of America - Mark Dimas Team

Houston, TX 77023

$50,000-$100,000/yr
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Insurance Agent

Comparion Insurance Agency

Spring, TX 77379

Flexible ScheduleBilingual Preferred
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Sr Financial Analyst

Target Hospitality

Spring, TX 77380

~ 53 min Onsite

  • Bachelor's degree in Accounting, Finance or related field
  • Hands-on EPBCS experience including updating budgets and forecasts, reconciling data, and identifying system-based variance sources and
  • 3-5 years of progressive experience in finance or accounting, with proven expertise in Oracle EPBCS, financial forecasting, modeling, and data reconciliation.
  • Advanced proficiency in Microsoft Excel (including complex formulas and data analysis) as well as PowerPoint.
  • Solid understanding of GAAP and financial accounting principles.
  • Experience building financial models and creating data-driven analyses.
  • Strong communication and presentation skills, with the ability to simplify complex information for diverse stakeholders.
  • Demonstrated project management skills and the ability to manage multiple priorities in a fast-paced, deadline-driven environment.
  • Highly organized with the ability to build productive relationships across all functional departments in a growing organization.
SmartExplore AI is experimental.
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New, Posted 16 hours ago
Printer Service Technician

ARC Document Solutions

Houston, TX 77084

New, Posted 1 hour ago
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Mobile Associate, Store-in-Store, Retail Sales

T-Mobile

Humble, TX 77338

$20/hr
~ 39 min OnsiteChildcare AssistanceEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • High School Diploma/GED (Required)
  • At least 18 years of age
  • Legally authorized to work in the United States
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Production Lead (Manufacturing-Welding in NW Houston 77041)

Federal Signal

Houston, TX 77041

Onsite

  • HS Diploma or GED
  • An understanding of lean principles and the ability to lead employees in the use of the lean tools
  • Lead with safety as a priority, following safety and environmental guidelines and work procedures
  • Must be able to prioritize and work
  • Understand a Bill of Material structure and product flow. Product knowledge is required
  • Willingness to learn and understand operations in assigned area of responsibility
  • Must have flexibility, creativity, teambuilding, leadership, and interpersonal skills to identify, analyze, and solve problems along with train and mentor employees
  • Ability to apply working knowledge of Microsoft Word, Excel, and Outlook, and effectively use through computer systems and software
  • Regularly required to lift, carry, pull and push 50lbs. unassisted
  • Regularly standing, stooping, kneeling, bending and turning
  • Exposed to outdoor weather temperatures
  • Must be able to work between 6:00 AM and 5:00 PM
  • Occasional Saturday's, as required to meet Production needs
SmartExplore AI is experimental.
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