Intake Analyst

Overview

This Contract/Consultant role supports the loan application intake and processing workflow for a business lender. Work hours are typically 9:00 am–6:00 pm Eastern Standard Time, Monday through Friday. Applicants must have an excellent command of the English language (spoken and written). CVs are requested in English.

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, organize, and manage 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 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 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 verbal and written communication skills in English
• Strong proficiency in Microsoft Excel
• Strong skills in Microsoft Office Suite, particularly Outlook, Word, and Excel (formulas, data review, and basic analysis)
• Comfortable using technology and able to quickly learn new software

Preferred Qualifications

• Bachelor’s degree in Finance, Business, Economics, Finance, translation & interpretation-related field
• 0 to 5 years of relevant experience
• Prior experience in data entry, lending, intake, credit, financial analysis, or similar roles (private lending experience is an advantage)
• Experience with Adobe Acrobat
• Familiarity with CRM systems or document management tools
• Team-oriented mindset and collaboration across departments
• Strong organizational skills and attention to detail
• Self-motivated approach to learning, researching, and solving problems independently
• Ability to ask thoughtful questions and take initiative

Compensation & Benefits

• Competitive USD salary
• Paid Time Off (PTO)
• Fully Remote Work Opportunity

Location

Fully Remote