Intake Analyst
New
W
World Business Lenders, LLCFinancial Services
Mexico City, Mexico City, Mexico. Colombia. Bogotá, Bogota, Colombia. São Paulo, State of São Paulo, Brazil, 9:00 am-6:00 pm Eastern Standard TimeContractMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 0 to 5 years
- Required Skills
- Microsoft ExcelMicrosoft OfficeData entryCRMFinancial analysis
Requirements
- Bachelor’s degree in Finance, Business, Economics, or translation & interpretation related field preferred
- 0 to 5 years of relevant experience
- Previous roles in data entry, lending, intake, credit, or financial analysis
- Strong proficiency in Microsoft Excel (formulas, data review, and basic analysis)
- Strong skills in Microsoft Office Suite (Outlook, Word)
- Excellent verbal and written communication skills in English
- Proficiency in handling tight deadlines and balancing multiple tasks
- Strong organizational skills and attention to detail
- Experience with Adobe Acrobat is a bonus
- Familiarity with CRM systems or document management tools preferred
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
- 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
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