Intake Analyst

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Review and assess incoming loan applications along with their supporting documentation to ensure completeness and accuracy.

• Conduct an initial evaluation of borrower information and financial data.

• Verify and systematically organize documents submitted via CRM or document management systems.

• Input, update, and maintain precise records in internal systems and spreadsheets.

• Utilize Microsoft Excel to monitor, analyze, and validate application data (including basic formulas, data checks, and reconciliation).

• Liaise with internal teams to clarify any missing or inconsistent details in applications.

• Collaborate with cross-functional departments (credit, underwriting, operations) to facilitate the loan processing workflow.

• Ensure prompt processing of applications, adhering to strict deadlines and SLA requirements.

• Identify and resolve discrepancies, errors, or missing information, escalating issues when necessary.

• Assist in document preparation and review utilizing tools such as Microsoft Word and Adobe Acrobat.

• Maintain a keen attention to detail to ensure data integrity and compliance with internal standards.

• Adhere to established intake procedures and actively contribute to process enhancements where applicable.

• Address internal inquiries regarding application status or documentation.

• Uphold confidentiality and manage sensitive financial information appropriately.

⛳️ Requirements

• Education: Bachelor’s degree in Finance, Business, Economics, or a related field, such as translation & interpretation, is preferred.

• Experience:

• - 0 to 5 years of relevant experience.

• - Previous positions in data entry, lending, intake, credit, financial analysis, or similar roles are preferred, especially for those with private lending experience.

• - Strong proficiency in Microsoft Excel is essential.

• Technical Skills Required:

• - Strong skills in Microsoft Office Suite, particularly Outlook, Word, and Excel (including formulas, data review, and basic analysis).

• - Experience with Adobe Acrobat is advantageous.

• - Familiarity with CRM systems or document management tools would be a significant asset.

• - Comfortable with technology and eager to quickly learn new software.

• Soft Skills Required:

• - Excellent verbal and written communication skills in English.

• - Strong ability to promote teamwork and collaboration across various departments.

• - Skilled in managing tight deadlines while juggling multiple tasks.

• - Meticulous attention to detail combined with outstanding organizational abilities.

• - Self-motivated individual who enjoys learning, researching, and solving problems independently.

• - Capable of asking insightful questions and taking initiative in identifying and addressing challenges.

🏝️ Benefits

• Competitive USD Salary.

• Enjoy Paid Time Off (PTO).

• Fully Remote Work Opportunity.