Credit Data Support Specialist
About The Position
The Credit Data Support Specialist works in UMB’s Credit Oversight department and performs financial ratio system processes related to commercial lending. The role involves creating loan covenants in CapitalStream based on loan proposals and executed documents, then reviewing and reporting covenant status using compliance certificates prepared internally or externally. The specialist ensures covenants match loan documentation and that covenant status is reported accurately. UMB describes the department as a professional, supportive environment where associates are encouraged to work with managers and senior leaders to develop career opportunities within Commercial or other departments.
Requirements
- Bachelor’s degree in Accounting, Finance, or Business Administration, or at least two years of experience in a credit lending role.
Responsibilities
- Review loan proposals and executed documents to create covenants in the CapitalStream web-based application.
- Receive, review, and report covenant status using internally or externally prepared compliance certificates.
- Ensure covenants accurately match loan documentation.
- Ensure covenant status is reported accurately.
Benefits
- Paid time off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- 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
- Associate banking benefits
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
