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Intake Analyst

World Business Lenders, LLC

Konak

On-site

TRY 2,117,000 - 2,965,000

Full time

24 days ago

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Job summary

A financial services company is seeking a remote Intake Analyst to monitor loan submissions and manage data entry processes effectively. The role requires a Bachelor's degree in Finance or a related field, excellent command of English, and strong organizational skills. Candidates should have experience in data entry or lending. This position allows for 100% work from home with paid time off available.

Benefits

Paid Time Off
100% Work from Home

Qualifications

  • Excellent command of English, written and oral.
  • Prior data entry, lending, intake, credit, financial analysis, or related role preferred.
  • Experience in private lending is a plus.

Responsibilities

  • Monitor loan pipeline for submissions and verify correctness.
  • Ensure databases and trackers are updated regularly.
  • Conduct verification checks with relevant parties.
  • Prepare intent to proceed forms.
  • Coordinate with multiple business units like Finance and Sales.
  • Resolve discrepancies as necessary.

Skills

Organizational skills
Attention to detail
Teamwork and collaboration
Proficiency with Microsoft Excel
Problem-solving
Effective communication in English

Education

Bachelor’s degree in Finance, Business, Economics, Translation & Interpretation or related field

Tools

CRM systems
Document management tools
Job description

About World Business Lenders (www.wbl.com)

World Business Lenders (WBL) provides general purpose short-term real estate collateralized commercial loans to a broad customer base comprised of small and medium sized businesses throughout the United States that lack access to traditional funding. WBL services its loan portfolio and loan portfolios for third parties, specializing in the management of non-performing loan pools and REO.

WBL is a U.S.-based company with a 100% remote workforce.

This is a remote Contract/Consultant position.

Working hours will be 9:00am-6:00pm Eastern Time, Monday through Friday. May require availability outside standard working hours occasionally.

The job requires excellent oral and written command of the English language.

Resumes must be submitted in English.

The intake analyst will be required to review all incoming submissions, ensure all entries into our databases are made within SLA response times, complete all borrower/collateral and information, ensure all required document and information is submitted prior to the handoff to the credit department.

We are looking for someone with exceptional organizational skills, attention to detail, and someone who is comfortable working cross functionally with multiple business units.

Responsibilities
  • Monitor loan pipeline for submissions assigned by the team lead, review email, documents and loan details and verify everything is correct.
  • Ensure that the relevant databases and trackers are updated regularly.
  • Conduct verification checks with relevant parties.
  • Preparation of intent to proceed forms.
  • Follow up and coordinate with multiple business units like Finance, Sales, Title and Underwriting.
  • Resolve all discrepancies, elevate as required.
Requirements
  • Excellent command of English, written and oral.
  • Bachelor’s degree in Finance, Business, Economics, Translation & Interpretation or related field preferred.
  • Prior data entry, lending, intake, credit, financial analysis, or a related role, especially private lending experience is a plus.
  • Proficient with Microsoft Excel.
  • Effective teamwork and collaboration across departments.
  • Ability to meet tight deadlines and manage multiple priorities.
  • High attention to detail with strong organizational skills.
  • Self‑motivated, and willing to learn, research, and problem-solve independently.
  • Ability to ask the right questions and a proactive approach to identifying and resolving issues.
  • Experience with CRM systems or document management tools is a plus.
  • General comfort with technology and ability to quickly learn new software.
  • CONTRACT/CONSULTANCY POSITION
  • PTO Available
  • USD salary
  • 100% Work from home
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