Intake Analyst

Overview

This contract/consultant role supports the review, intake, and processing of short-term commercial loan applications backed by real estate for small and medium-sized businesses across the United States.

Working hours are 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.

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 submitted documents 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 the 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

• Excellent command of English (verbal and written)
• Bachelor’s degree in Finance, Business, Economics, Finance, translation & interpretation related field preferred
• 0 to 5 years of relevant experience
• Strong proficiency in Microsoft Excel (required)

Technical Skills

• Strong skills in Microsoft Office Suite, particularly 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 is an advantage
• Comfortable using technology and eager to pick up new software quickly

Preferred Qualifications

• Prior experience in data entry, lending, intake, credit, financial analysis, or similar positions
• Private lending experience is a specific advantage

Soft Skills

• Outstanding verbal and written communication skills in English
• Strong teamwork and collaboration across different departments
• Ability to manage tight deadlines while balancing multiple tasks
• Careful attention to detail and excellent organizational skills
• Self-motivated and able to learn, research, and solve problems independently
• Ability to ask thoughtful questions and take initiative in spotting and tackling challenges

Compensation & Benefits

• Competitive USD salary
• Paid Time Off (PTO)

Location

• Fully remote work opportunity