About World Business Lenders (www.wbl.com)
At World Business Lenders (WBL), we provide flexible, short-term commercial loans backed by real estate to help small and medium-sized businesses across the United States, particularly those facing difficulties with traditional financing.
- This position is a Contract/Consultant role with working hours 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.
We request that you submit your CV in English.
Role 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 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
Requirements
- Education: Bachelor’s degree in Finance, Business, Economics, Finance, translation & interpretation related field preferred.
- Experience:
- 0 to 5 years of relevant experience
- Previous roles in data entry, lending, intake, credit, financial analysis, or similar positions are preferred, with a specific advantage for those with private lending experience.
- Strong proficiency in Microsoft Excel is required.
Technical Skills Required
- Strong skills in Microsoft Office Suite, particularly with 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 would be a great advantage
- Comfortable using technology and eager to pick up new software quickly
Soft Skills Required
- Outstanding verbal and written communication skills in English.
- Great at promoting teamwork and collaboration across different departments.
- Proficient in handling tight deadlines while balancing multiple tasks.
- Careful attention to detail paired with excellent organizational skills.
- Self-motivated individual who loves to learn, research, and solve problems independently.
- Ability to ask thoughtful questions and take initiative in spotting and tackling challenges.
Benefits
- Competitive USD Salary
- Enjoy Paid Time Off (PTO)
- Fully Remote Work Opportunity
Skills Required
- Bachelor’s degree in Finance, Business, Economics, translation and interpretation, or a related field
- 0 to 5 years of relevant experience
- Strong proficiency in Microsoft Excel, including formulas, data review, basic analysis, data checks, and reconciliation
- Strong proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel
- Outstanding verbal and written communication skills in English
- Experience in data entry, lending, intake, credit, financial analysis, or similar roles
- Private lending experience
- Experience with Adobe Acrobat
- Familiarity with CRM systems or document management tools
- Ability to manage tight deadlines, multiple tasks, confidential financial information, and cross-functional collaboration
What We Do
At World Business Lenders (WBL) Our motto, 'We Lend. You Grow' is simple, yet powerful. We make working capital available to eligible businesses for expansion and growth. WBL was founded by a seasoned team of entrepreneurs with strong track records of launching, financing and growing successful small businesses. We understand what businesses need in terms of working capital, and are well-aware of how little is actually available for small businesses in the current marketplace. WBL understands how additional working capital can help you navigate your business to maximum success. Our unique approach to lending makes your business the focal point for loan decisions. Instead of concentrating on personal assets and a business owner's credit score, we believe the history and financial performance of your business should outweigh all other factors in our decision making process. WBL bases each loan decision on your business’s ability to make affordable daily payments to satisfy the loan. While there are many challenges small business owners face, WBL believes access to working capital shouldn't be one of them. WBL's sole focus is making loans to small businesses. This is all we do! We Lend. You Grow.
