Intake Analyst
About the job
- A bachelor's degree in Finance, Business, Economics, or a translation and interpretation-related field is preferred.
- Zero to five years of relevant experience.
- Strong proficiency in Microsoft Excel, including formulas, data review, and basic analysis.
- Strong skills in Microsoft Office, particularly Outlook, Word, and Excel.
- Strong verbal and written English communication skills.
- Ability to handle tight deadlines while balancing multiple tasks.
- Careful attention to detail and strong organizational skills.
- Ability to learn, research, and solve problems independently.
- Ability to ask thoughtful questions and take initiative in identifying and addressing challenges.
- Applicants should submit their CV in English.
- Review and process incoming loan applications and supporting documentation for completeness and accuracy.
- Perform initial intake assessments 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 using basic formulas, data checks, and reconciliation.
- Communicate with internal teams to clarify missing or inconsistent application details.
- Coordinate with credit, underwriting, and operations departments to support the loan-processing workflow.
- Handle applications promptly while meeting strict deadlines and service-level agreement requirements.
- Identify discrepancies, errors, or missing information and escalate them when necessary.
- Support document preparation and review using Microsoft Word and Adobe Acrobat.
- Maintain data integrity and comply with internal standards.
- Follow established intake procedures and contribute to process improvements where applicable.
- Respond to internal inquiries about application status or documentation.
- Maintain confidentiality and appropriately handle sensitive financial information.
- Previous roles in data entry, lending, intake, credit, financial analysis, or similar positions are preferred; private lending experience is a particular advantage.
- Experience with Adobe Acrobat is a bonus.
- Familiarity with CRM systems or document management tools is an advantage.
- Strong teamwork and collaboration across departments.
About the company
World Business Lenders (WBL) is a direct lender that provides real estate secured loans to small and medium-sized businesses that are often underserved by traditional banks. WBL offers working capital across various sectors, such as trucking, telecommunications, and mining, with loans secured by real estate to reduce risk for the lender while enabling business growth. The loans are funded by WBL, and the company earns revenue from interest and loan-related fees during application and servicing. In practice, customers apply for financing, undergo underwriting, and receive funds secured by property, with repayment built around the borrower’s cash flow. WBL differentiates itself by focusing on underserved markets and using real estate collateral to lower risk, supported by an experienced management team. Its goal is to help small and mid-sized businesses access reliable capital to grow and expand, while maintaining prudent risk management and profitability.
Company Size
201-500
Company Stage
N/A
Total Funding
$301.4M
Headquarters
Eatontown, New Jersey
Founded
2011
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Simplify's Take
What believers are saying
- The $250 million February 11, 2026 investment expands balance-sheet capacity and origination firepower.
- WBL’s March 16, 2026 appellate victory dismissed fraud and GBL 349 claims.
- WBL’s 2026 transaction examples show active lending across trucking, telecom, and mining.
What critics are saying
- Johnson et al. v. WBL, filed January 21, 2025, keeps consumer-credit litigation alive in 2026.
- WBL’s aggressive underwriting drew Al-Sabah litigation over alleged willful blindness and fraud.
- A loan-fraud verdict could trigger headline risk, partner scrutiny, and capital tightening by 2027.
What makes World Business Lenders unique
- WBL’s February 11, 2026 $250 million investment made it majority institutionally-owned.
- WBL lends against real estate to underserved SMBs in trucking, telecom, and mining.
- WBL also services third-party portfolios and manages non-performing loans and REO assets.
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Benefits
- Remote Work Options
- Paid Time Off