INTAKE ANALYST

About World Business Lenders (www.wbl.com) At World Business Lenders (WBL), we provide flexible, short-term commercial loans backed by real estate to help small and medium-sized businesses across the United States, particularly those facing difficulties with traditional financing. • 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. Role Responsibilities • 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 • 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. • Competitive USD Salary • Enjoy Paid Time Off (PTO) • Fully Remote Work Opportunity