Intake Analyst
World Business Lenders
- New York, New York, United States
- New York, New York, United States
About
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
Languages
- English
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