Intake Analyst

World Business Lenders, LLC.; United States; Remote; USD 30.000 - 47.000; Teilzeit

Benefits dieser Stelle

Paid Time Off (PTO)

Fully Remote Work Opportunity

Zusammenfassung

World Business Lenders, LLC. is seeking a contract/intelligence data intake specialist to review loan applications, verify information, and manage documents. The role emphasizes accurate data handling, CRM usage, and cross‑functional coordination across credit, underwriting, and operations.

Ideal candidates will have up to five years in data entry or lending, strong Excel skills, and excellent English communication. This remote position offers PTO and flexible scheduling within EST hours.

Qualifikationen

• Bachelor's degree in Finance, Business, Economics or related field preferred.
• 0 to 5 years of relevant experience; data entry, lending, intake, credit, financial analysis experience preferred.
• Strong proficiency in Microsoft Excel required.

Aufgaben

• 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.

Kenntnisse

English communication

Attention to detail

Time management

Team collaboration

Ausbildung

Bachelor's degree in Finance or related field

Tools

Excel

CRM software

Adobe Acrobat

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.
  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

• 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