Credit Data Support Specialist

Posted 5 Days Ago
Be an Early Applicant
Kansas City, MO, USA
In-Office
59K-87K Annually
Junior
Fintech
The Role
Reviews commercial loan proposals and executed documents, creates loan covenants in CapitalStream, receives and evaluates compliance certificates, reports covenant status, and verifies that covenant terms and reporting accurately match loan documentation. Requires a bachelor’s degree in accounting, finance, or business administration, or at least two years of credit lending experience.
Summary Generated by Built In

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.

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 [email protected] 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.


#LI-CH1

Skills Required

  • Bachelor’s degree in Accounting, Finance, or Business Administration
  • At least two years of experience in a credit lending role

UMB Banks Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about UMB Banks and has not been reviewed or approved by UMB Banks.

  • Leave & Time Off Breadth — PTO is positioned as generous, with at least 20 days for full-time employees that scale with tenure, plus dedicated volunteer hours and a personal well-being day. This breadth is complemented by paid holidays and additional time-off elements described in company materials.
  • Parental & Family Support — Up to eight weeks of paid parental leave at 90% of base pay is offered, alongside adoption reimbursement, fertility coverage, caregiver leave, and family-care tools. These supports indicate a robust approach to family and caregiver needs.
  • Retirement Support — Retirement offerings include a 401(k) with company match plus profit sharing with an ESOP component. The retirement program is described as a strong aspect of the overall package.

UMB Banks Insights

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The Company
HQ: Kansas City, MO
3,689 Employees
Year Founded: 1913

What We Do

UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.

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