Credit Data Support Specialist

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

TheUMBCredit Oversight departmentis about creating strong connections amongst its associates to develop and maintain a positive working experience. Youarevalued for who you are in a fun, professional setting.Associates are supported and encouraged to work withManagersand Senior Leadersassociates to develop roadmaps foropportunitywithin 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:

UMB offers competitive and varied benefits to eligible associates, such as

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

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.