Intake Analyst

World Business Lenders, LLC; Bogotá; Remote; COP 222,795,000 - 286,451,000; Part time

Benefits offered by this job

Competitive USD Salary

Paid Time Off

Fully Remote Work Opportunity

Job summary

World Business Lenders, LLC seeks a contract/consultant to support loan processing workflows in a fully remote setup. The role emphasizes data accuracy, Excel-based analysis, and collaboration with credit, underwriting, and operations teams.

The ideal candidate has strong English communication, experience with data entry and CRM tools, and a finance or economics background. This position offers a competitive USD salary and flexible remote work options.

Qualifications

• 0–5 years of relevant experience, contract/consultant role preferred.
• Strong Excel skills and attention to detail are required.
• Excellent English communication, written and spoken.

Responsibilities

• Review and process incoming loan applications and supporting documentation
• Perform intake assessment of borrower information and financial data
• Verify and organize documents submitted through CRM or document management tools
• Enter and maintain accurate records in internal systems
• Use Excel for data tracking, analysis, and validation
• Coordinate with credit, underwriting, and operations teams
• Ensure timely handling of applications and meet deadlines
• Maintain data integrity and confidentiality

Skills

Excel

English proficiency

Data entry

Data analysis

CRM familiarity

Education

Bachelor's degree in Finance / Economics

Tools

Microsoft Office Suite

Adobe Acrobat

CRM systems

Document management tools

Job description

About World Business Lenders (www.wbl.com)

At World Business Lenders (WBL), we provide flexible, short-term commercial loans backed by real estate to help small and medium-sized businesses across the United States, particularly those facing difficulties with traditional financing.

• This position is a Contract/Consultant role with working hours typically from 9:00 am-6:00 pm Eastern Standard Time, Monday through Friday. Applicants should have an excellent command of the English language, both spoken and written

We request that you submit your CV in English.

Role Responsibilities

• Review and process incoming loan applications and supporting documentation for completeness and accuracy
• Perform initial intake assessment of borrower information and financial data
• Verify and organize documents submitted through CRM or document management systems
• Enter, update, and maintain accurate records in internal systems and spreadsheets
• Use Microsoft Excel to track, analyze, and validate application data (basic formulas, data checks, reconciliation)
• Communicate with internal teams to clarify missing or inconsistent application details
• Coordinate with cross-functional departments (credit, underwriting, operations) to support loan processing workflow
• Ensure timely handling of applications while meeting strict deadlines and SLA requirements
• Identify discrepancies, errors, or missing information and elevate when necessary
• Support document preparation and review using tools such as Microsoft Word and Adobe Acrobat
• Maintain high attention to detail to ensure data integrity and compliance with internal standards
• Follow established intake procedures and contribute to process improvements where applicable
• Respond to internal inquiries related to application status or documentation
• Maintain confidentiality and handle sensitive financial information appropriately

Requirements

• Education: Bachelor's degree in Finance, Business, Economics, Finance, translation & interpretation related field preferred
• Experience:
  • 0 to 5 years of relevant experience
  • Previous roles in data entry, lending, intake, credit, financial analysis, or similar positions are preferred, with a specific advantage for those with private lending experience
  • Strong proficiency in Microsoft Excel is required

Technical Skills Required

• Strong skills in Microsoft Office Suite, particularly with Outlook, Word, and Excel (formulas, data review, and basic analysis)
• Experience with Adobe Acrobat is a bonus
• Familiarity with CRM systems or document management tools would be a great advantage
• Comfortable using technology and eager to pick up new software quickly

Soft Skills Required

• Outstanding verbal and written communication skills in English
• Great at promoting teamwork and collaboration across different departments
• Proficient in handling tight deadlines while balancing multiple tasks
• Careful attention to detail paired with excellent organizational skills
• Self-motivated individual who loves to learn, research, and solve problems independently
• Ability to ask thoughtful questions and take initiative in spotting and tackling challenges

Benefits

• Competitive USD Salary
• Enjoy Paid Time Off (PTO)
• Fully Remote Work Opportunity