Intake Analyst
New
W
World Business LendersCommercial lending
Mexico City, Mexico City, Mexico. Bogotá, Bogota, Colombia. São Paulo, State of São Paulo, Brazil. Managua, Managua, Nicaragua. Guatemala City, Guatemala, Guatemala. San José, San José Province, Costa Rica, 9:00 am-6:00 pm Eastern Standard Time, Monday through FridayContractEntry
Salary not disclosed
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Job Details
- Languages
- Outstanding verbal and written communication skills in English.
- Experience
- 0 to 5 years of relevant experience
- Required Skills
- Microsoft ExcelMicrosoft OfficeFinancial analysisData entry
Requirements
- Have 0 to 5 years of relevant experience.
- Demonstrate strong proficiency in Microsoft Excel, including formulas, data review, and basic analysis.
- Have strong skills in Microsoft Office, particularly Outlook, Word, and Excel.
- Communicate effectively in spoken and written English.
- A bachelor's degree in Finance, Business, Economics, translation and interpretation, 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.
- Be comfortable learning and using new software.
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.
- Communicate with internal teams to clarify missing or inconsistent application details.
- Coordinate with credit, underwriting, and operations teams to support the loan processing workflow.
- Identify discrepancies, errors, or missing information and escalate when necessary.
- Support document preparation and review using Microsoft Word and Adobe Acrobat.
- Maintain confidentiality and handle sensitive financial information appropriately.
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