Intake Analyst
New
W
World Business LendersCommercial lending
Guatemala, Mexico, 9:00 am-6:00 pm Eastern Standard Time, Monday through FridayContractEntry
Salary not disclosed
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Job Details
- Languages
- Applicants should have an excellent command of the English language, both spoken and written.
- Experience
- 0 to 5 years of relevant experience
- Required Skills
- Microsoft ExcelMicrosoft OfficeFinancial analysisData entry
Requirements
- Have 0 to 5 years of relevant experience.
- Bring strong proficiency in Microsoft Excel.
- Have strong skills in Microsoft Office Suite, particularly Outlook, Word, and Excel.
- Demonstrate excellent spoken and written English.
- Be able to manage tight deadlines while balancing multiple tasks.
- Have careful attention to detail and strong organizational skills.
- Be comfortable asking questions, taking initiative, and solving problems independently.
- A bachelor's degree in Finance, Business, Economics, or a related field is preferred.
- Experience in data entry, lending, intake, credit, financial analysis, or similar roles is preferred; private lending experience is an advantage.
- Experience with Adobe Acrobat is a bonus.
- Familiarity with CRM systems or document management tools is an advantage.
Responsibilities
- Review and process incoming loan applications and supporting documentation for completeness and accuracy.
- Perform initial intake assessments 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, including formulas, data checks, and reconciliation.
- Communicate with internal teams to clarify missing or inconsistent application details.
- Coordinate with credit, underwriting, and operations teams to support loan processing.
- Handle applications within deadlines and SLA requirements, and escalate discrepancies, errors, or missing information when necessary.
- Prepare and review documents using Microsoft Word and Adobe Acrobat.
- Maintain confidentiality and handle sensitive financial information appropriately.
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