[Hiring] Processing Analyst @World Business Lenders, LLC

Role Description

Manage condition clearing and documentation workflows.

• Monitor pipeline progression and operational SLAs.
• Ensure loan files meet quality and completeness standards.
• Coordinate activities across underwriting, title, valuation, and closing.
• Resolve operational bottlenecks and escalations.
• Maintain workflow controls and process documentation.
• Drive operational efficiency and service improvements.

Typical Day-to-Day:

• Review assigned files and prioritize urgent or time-sensitive items.
• Contact customers and follow up on outstanding documents or information.
• Review documents received and identify missing or inconsistent information.
• Update loan files and notes with current status and next steps.
• Respond to Underwriting requests and work on outstanding conditions.
• Communicate with Sales regarding file status, issues, or delays.
• Coordinate with Closing, Title, Valuation, Legal, or other teams as needed.
• Provide customers with updates and explain outstanding requirements.
• Monitor files for potential delays and take action or escalate when necessary.

Weekly:

• Review the full pipeline and prioritize files based on stage, urgency, and outstanding requirements.
• Follow up on aging files and unresolved conditions.
• Ensure files moving to Underwriting or Closing are complete and ready.
• Review upcoming closings and confirm all required steps are on track.
• Follow up on outstanding closing items, including signatures, verification, and insurance requirements.
• Keep Sales and other relevant teams informed of material changes or expected delays.
• Review personal performance against Processing SLAs and quality expectations.

Overall ownership:

• The Analyst is responsible for knowing the status of every assigned file, knowing what is outstanding, following up without being reminded, and keeping the file moving to the next stage.

Qualifications

• A Bachelor’s degree or equivalent experience is required.
• 1-3 years of valuable experience in banking or finance.
• Hands-on experience in lending, ideally commercial lending, with a strong understanding of commercial loan documents, corporate documents, and banking statements.
• Confident ability to read and interpret title commitments with ease.

Requirements

• 3 years of experience in commercial lending, loan processing, mortgage lending, banking, or financial services preferred.
• Experience working with loan applications, customer documentation, underwriting, or closing processes preferred.

Key Soft Skills

• Attention to detail: Able to identify missing, inconsistent, or incorrect information.
• Communication: Clear and professional communication with customers and internal teams.
• Ownership: Takes responsibility for assigned files and follows tasks through to completion.
• Organization: Able to manage multiple files, deadlines, and priorities.
• Problem-solving: Identifies issues early and looks for practical solutions.
• Follow-through: Consistently follows up on outstanding documents, conditions, and requests.
• Judgment: Knows when to handle an issue independently and when to escalate.
• Teamwork: Works effectively with Sales, Underwriting, Closing, Title, Legal, and other teams.
• Adaptability: Able to adjust to changing priorities and new processes.
• Professionalism: Maintains a positive, reliable, and customer-focused approach.

Technical Skills

• Basic understanding of commercial lending and loan documentation.
• Ability to manage and update loan files accurately in a Loan Origination System (LOS) or similar platform.
• Proficiency with CRM, email, Microsoft Office/Google Workspace, DocuSign, and video conferencing tools.

Tools

• Loan Processing/LOS system: Manage assigned files, update statuses, add notes, upload documents, and track outstanding requirements.
• CRM: Review customer and application information and maintain communication records.
• Email and phone: Communicate with customers, Sales, Underwriting, Closing, Title, Legal, and other teams.
• DocuSign: Coordinate and track required loan document signatures.
• Zoom/video verification: Complete final customer identity verification.
• Document management systems: Collect, organize, review, and maintain required loan documentation.
• Internal Processing procedures and checklists: Follow required steps, quality standards, SLAs, and closing procedures.
• Microsoft Office: Prepare, review, organize, and share information and documents as needed.

Benefits

• Compensation in USD.
• Benefits include paid time off (PTO).
• Fully remote work environment.

Ready to Apply?

If this sounds like you, we'd love to hear from you - submit your CV in English and hit Apply!