Intake Analyst

World Business Lenders, LLC; United States; Remote; USD 34.000 - 62.000; Vollzeit

Benefits dieser Stelle

Competitive USD Salary

Paid Time Off (PTO)

Fully Remote Work Opportunity

Zusammenfassung

World Business Lenders, LLC is seeking a detail-oriented contractor to review and process loan applications from a flexible remote location in the United States. The role emphasizes data entry, document management, and cross-functional collaboration to ensure accurate and timely processing of commercial loan requests.

Ideal candidates have strong English communication, excel proficiency, and relevant lending or financial analysis experience, with a preference for private lending exposure.

Qualifikationen

• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• 0–5 years of relevant experience.
• Experience in data entry, lending, intake, credit, financial analysis, or similar roles preferred, with private lending experience a plus.
• Strong proficiency in Microsoft Excel required.

Aufgaben

• Review and process incoming loan applications and supporting documentation.
• 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).
• Coordinate with cross-functional departments (credit, underwriting, operations) to support loan processing workflow.
• Ensure timely handling of applications while meeting deadlines and SLA requirements.

Kenntnisse

Microsoft Excel

English communication

CRM systems

Adobe Acrobat

Microsoft Word

Outlook

Ausbildung

Bachelor's degree in Finance/Business/Economics

Tools

Microsoft Excel

CRM systems

Adobe Acrobat

Microsoft Word

Outlook

Jobbeschreibung

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.

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

• 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.

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