Intake Analyst

🕒 June 17

🌐 Mexico, Colombia, +4 more countries – Remote

🇲🇽 Mexico – Remote 🇨🇴 Colombia – Remote 🇧🇷 Brazil – Remote 🇳🇮 Nicaragua – Remote 🇬🇹 Guatemala – Remote 🇨🇷 Costa Rica – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🧐 Analyst

👻 Ghost score 48%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 • Communicate with internal teams to clarify missing or inconsistent application details • Coordinate with credit, underwriting, and operations departments to support loan processing workflow • Ensure timely handling of applications while meeting deadlines and SLA requirements • Identify discrepancies, errors, or missing information and escalate when necessary • Support document preparation and review using Microsoft Word and Adobe Acrobat • Maintain data integrity, confidentiality, and compliance with internal standards • Follow established intake procedures and contribute to process improvements • Respond to internal inquiries about application status or documentation • Handle sensitive financial information appropriately

🎯 Requirements

• Bachelor’s degree in Finance, Business, Economics, Finance, translation & interpretation related field preferred • 0 to 5 years of relevant experience • Previous roles in data entry, lending, intake, credit, financial analysis, or similar positions are preferred • Private lending experience is an advantage • Strong proficiency in Microsoft Excel is required • Strong skills in Microsoft Office Suite, particularly 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 is an advantage • Comfortable using technology and eager to pick up new software quickly • Outstanding verbal and written communication skills in English • Ability to promote teamwork and collaboration across departments • Ability to handle tight deadlines while balancing multiple tasks • Careful attention to detail and excellent organizational skills • Self-motivated and able to learn, research, and solve problems independently • Ability to ask thoughtful questions and take initiative in spotting and tackling challenges

🏖️ Benefits

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