Description review
Remote - Intake Analyst
World Business Lenders · Guatemala, Mexico · back to the listing
HR standards
62/100
needs work
Title ↔ description
75/100
solid
Reads as
Unclear
no confident match
What this role officially is
ICT business analyst — ESCO, the EU occupation classification
ICT business analysts are in charge of analysing and designing an organisation's processes and systems, assessing the business model and its integration with technology. They also identify change needs, assess the impact of the change, capture and document requirements and then ensure that these requirements are delivered whilst supporting the business through the implementation process.
Also known as: ICT business analysts, business process specialist, IT business analyst
How others title the same work
Startups
- Business Operations Associate AtoB
- Mid Product Analyst (Identity & Orchestration) Authologic
- Strategic Projects Associate Corgi Insurance
What the listing never says
- 33 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
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
Originally posted on Himalayas
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
Originally posted on Himalayas