Credit Data & Covenant Analyst

UMB Bank; Kansas City (MO); On-site; USD 59,000 - 87,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health savings, flexible spending, and

Dependent care accounts

Tuition reimbursement

Wellbeing program

Job summary

UMB Bank in Kansas City, MO seeks a Credit Data Support Specialist to perform financial ratio system processes related to commercial lending. You will review loan proposals and covenant documentation in CapitalStream and report covenant status.

You will be responsible for reviewing executed documents to create covenants, verify covenant matching, and ensuring status reporting is precise for internal and external stakeholders.

Qualifications

• Bachelor Degree in Accounting, Finance, or Business Administration required or 2+ years in a credit lending role.

Responsibilities

• Review the loan proposal and executed documents to create the covenant within CapitalStream.
• Receive, review and report a covenant status via a compliance certificate for internal or external use.
• Ensure the accuracy of covenant matching loan documentation and that covenant status is reported accurately.

Education

Bachelor Degree in Accounting, Finance, Business Administration

Job description

UMB Bank in Kansas City, MO seeks a Credit Data Support Specialist to perform financial ratio system processes related to commercial lending. You will review loan proposals and covenant documentation in CapitalStream and report covenant status.

You will be responsible for reviewing executed documents to create covenants, verify covenant matching, and ensuring status reporting is precise for internal and external stakeholders.