Intake Analyst
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 1h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 23h ago
The date the source published, not the day we noticed it (2026-10-16). Last seen at its source just now.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
Mexico, Colombia, Brazil, Nicaragua, Guatemala, Costa Rica
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $1,225–2,316/mo
Middle 50% of 23 listings that do state pay — Operations · all levels · Mexico · USD/month. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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Workable employer's own board first seen 1h ago · last seen just now
The listing
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