Remote - Intake Analyst
TypeContract
LocationGuatemala, Mexico
Posted2 hours ago
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
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
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