Business Services & Consulting • all cities, OK 37
Intake Analyst (37)
all cities, OK 37On-sitePosted 1 day ago
Business Services & Consulting
About the Role
World Business Lenders Loan Processing Consultant
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
World Business Lenders Loan Processing Consultant
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
What You'll Do
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
