Intake Analyst

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

World Business Lenders, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

💳 Fintech

Finance • B2B • Fintech

World Business Lenders, LLC is a direct lender that specializes in providing real-estate secured business loans to small-to-medium-sized businesses. The company focuses on serving under-served businesses that lack access to traditional funding, facilitating access to capital for business expansion and growth. With a strong management team experienced in financial services, World Business Lenders offers working capital solutions to foster the development of successful small businesses.

📋 Description

• 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