[Hiring] Intake Analyst @World Business Lenders, LLC

Role Description

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.

• 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

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field preferred
• 0 to 5 years of relevant experience
• Previous roles in data entry, lending, intake, credit, financial analysis, or similar positions preferred
• Specific advantage for those with private lending experience
• Strong proficiency in Microsoft Excel is required

Requirements

• 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