Remote - Intake Analyst

Description

Summary: This role involves reviewing, processing, and maintaining loan application data, ensuring accuracy, and coordinating with internal teams to support the loan processing workflow. Highlights: 1. Process and review loan applications for completeness and accuracy 2. Utilize Microsoft Excel for data tracking, analysis, and validation 3. Collaborate with cross-functional departments to streamline loan workflow **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 escalate 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 **Requirements** * **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. **Benefits** * Competitive USD Salary * Enjoy Paid Time Off (PTO) * Fully Remote Work Opportunity