Intake Analyst

Job not on LinkedIn

November 18

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Logo of World Business Lenders, LLC

World Business Lenders, LLC

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.

201 - 500 employees

💸 Finance

🤝 B2B

💳 Fintech

📋 Description

• Monitor loan pipeline for submissions assigned by the team lead, review email, documents and loan details and verify everything is correct. • Ensure that the relevant databases and trackers are updated regularly • Conduct verification checks with relevant parties. • Preparation of intent to proceed forms • Follow up and coordinate with multiple business units like Finance, Sales, Title and Underwriting. • Resolve all discrepancies, escalate as required

🎯 Requirements

• Excellent command of English, written and oral. • Bachelor’s degree in Finance, Business, Economics, Translation & Interpretation or related field preferred. • Prior data entry, lending, intake, credit, financial analysis, or a related role, especially private lending experience is a plus. • Proficient with Microsoft Excel. • Effective teamwork and collaboration across departments • Ability to meet tight deadlines and manage multiple priorities • High attention to detail with strong organizational skills • Self-motivated, and willing to learn, research, and problem-solve independently • Ability to ask the right questions and a proactive approach to identifying issues and resolving them • Experience with CRM systems or document management tools is a plus • General comfort with technology and ability to quickly learn new software

🏖️ Benefits

• CONTRACT/CONSULTANCY POSITION • PTO Available • USD salary • 100% Work from home

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