Remote - 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

Requirements

• 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.

Benefits

• Competitive USD Salary

• Enjoy Paid Time Off (PTO)

• Fully Remote Work Opportunity

Originally posted on Himalayas