Remote Intake Analyst | Data-Driven Loan Processor

World Business Lenders, LLC.; United States; Remote; USD 30,000 - 47,000; Part time

Benefits offered by this job

Paid Time Off (PTO)

Fully Remote Work Opportunity

Job summary

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.

Qualifications

• 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.

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.

Skills

English communication

Attention to detail

Time management

Team collaboration

Education

Bachelor's degree in Finance or related field

Tools

Excel

CRM software

Adobe Acrobat

Job description

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.