# Remote - Intake Analyst

> World Business Lenders, LLC · Mexico City, Mexico (Remote) · Full-time · Posted 2026-06-17

**Workplace:** remote

## Description

**About World Business Lenders** [(www.wbl.com)](https://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

## Apply

[Apply at World Business Lenders, LLC](https://apply.workable.com/commercial-lending/j/ECC20FB866/apply)

---
Powered by [Workable](https://www.workable.com)