Credit Data Support Specialist

UMB BANK NA; Kansas City (MO); In loco; USD 59.000 - 87.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid Time Off

401(k) matching

Annual incentive pay

Health, dental, vision insurance

Health Savings Account

Descrizione del lavoro

UMB Financial Corporation seeks a Credit Data Support Specialist in the Credit Oversight department. You will review loan proposals and covenant documents in CapitalStream, report covenant status via compliance certificates, and ensure covenant accuracy across loan documentation.

Ideal candidates have a Bachelor’s degree in Accounting, Finance, or Business Administration or at least two years in a credit lending role. Posting date 11/03/2026 with a 45-day deadline.

Competenze

• Bachelor's degree in Accounting, Finance, or Business Administration (or two years in credit lending).
• Review loan proposals and documents to create covenants in CapitalStream.
• Report covenant status via a compliance certificate.

Mansioni

• Review covenant matching and ensure status is reported accurately.
• Work with Managers and Senior Leaders to develop roadmaps for opportunity within the Commercial realm.
• Maintain accuracy of covenant documentation and reporting.

Conoscenze

Credit lending experience

Formazione

Bachelor's Degree in Accounting, Finance, Business Administration

Descrizione del lavoro

The UMB Credit Oversight department is about creating strong connections amongst its associates to develop and maintain a positive working experience. You are valued for who you are in a fun, professional setting. Associates are supported and encouraged to work with Managers and Senior Leaders associates to develop roadmaps for opportunity within the Commercial realm or other departments and avenues throughout UMB. As a Credit Data Support Specialist, you will perform financial ratio system processes related to commercial lending.

How you will spend your time:

You will review the loan proposal and executed documents, to create the covenant within a web-based application known as CapitalStream. You will receive, review and report a covenant status via a compliance certificate whether internally or externally prepared. You will ensure the accuracy of covenant matching loan documentation as well as ensuring covenant status is reported accurately.

We are excited to speak with you if: You have a Bachelor Degree in Accounting, Finance, Business Administration OR at least two (2) years’ experience in a credit lending role.

This position was posted on 11/03/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $59,085 - $86,922

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.

Please see the description of benefits included with this job posting for additional information.

Benefits

• Paid Time Off
• 401(k) matching program
• annual incentive pay
• paid holidays
• comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• health savings, flexible spending, and dependent care accounts
• adoption assistance
• employee assistance program
• fitness reimbursement
• tuition reimbursement
• associate wellbeing program
• associate emergency fund
• and various associate banking benefits

Benefit offerings and eligibility requirements vary.

UMB Culture & Values

Are you ready to be part of something more? You're more than a means to an end- a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [e-mail] to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision