Remote Intake Analyst — Lending Ops & Data Entry

World Business Lenders, LLC; Remote; TRY 2,117,000 - 2,965,000; Full time

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

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.