Remote - Intake Analyst
关于世界商业贷款人 (www.wbl.com) 在世界商业借款人 (WBL),我们提供灵活的，短期商业贷资助房地产支持帮助美国中小企业，特别是那些面临传统融资困难的人。· 这一职位是合同/顾问角色，工作时间通常从9点00到6点东方标准时间，周一至星期五。申请者应掌握英语语言，口头和书面。我们要求你以英语提交简历。角色责任 ·审查和处理接入的贷款申请以及支持文件来获得完整性和准确性 · 进行借款人信息和财务数据的初步收取评估 ·通过 CRM 或文件管理系统提交的文件验证和组织 · 在内部系统和电子表格中输入，更新和保持准确记录 · 使用微软 Excel 来跟踪，分析和验证应用数据 （基本公式，数据检查，调整）· 与内部团队沟通以澄清缺失或不一致的申请细节 ·与跨职能部门协调 （信贷，承销，运营）来支持贷款处理工作流程 ·确保及时处理申请，同时满足严格的期限和 SLA 要求 · 识别不一致，错误或缺失信息并在必要时升级 · 支持使用微软 Word 和 Adobe Acrobat 等工具编制和审查文件 · 保持高度关注细节以确保数据完整性和遵守内部标准 · 遵循已建立的接入程序并酌情促进流程改进 · 响应与申请状态或文档相关的内部询问 · 保持保密性和适当处理敏感财务信息 · 教育：金融，商业，经济学，财政，翻译和解释相关领域优先学位 ·经验：· 0至5年相关经验 · 优先担任数据输入，贷款，接收，信用，财务分析或类似职位的前任角色，特别有利于拥有私人贷款经验的人。· 需要对微软 Excel 有强的熟练知识。
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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