Credit Data Support Specialist

UMB Bank•Kansas City, MO
•$59,085 - $86,922

About The Position

The Credit Data Support Specialist performs financial ratio system processes related to commercial lending within UMB’s Credit Oversight department. The position reviews loan proposals and executed documents to create covenants in CapitalStream, a web-based application. It also receives, reviews, and reports covenant status using compliance certificates prepared internally or externally, while ensuring covenants match loan documentation and covenant status is reported accurately. The Credit Oversight department emphasizes a positive, professional working environment and supports associates in developing career opportunities within Commercial and other departments at UMB.

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 and covenant status is accurately reported.

Benefits

  • Paid time off
  • 401(k) matching program
  • Annual incentive pay
  • Paid holidays
  • Company-sponsored 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
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