About this role
Role Description
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.
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
Qualifications
Bachelor’s degree in Finance, Business, Economics, or a related field preferred 0 to 5 years of relevant experience Previous roles in data entry, lending, intake, credit, financial analysis, or similar positions preferred Specific advantage for those with private lending experience Strong proficiency in Microsoft Excel is required
Requirements
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