Job Description

Location: Remote / Work from Home
Schedule: Full-Time, Monday–Friday (9:00 AM – 5:00 PM)
Employment Type: Salary (No Commissions)

Overview

We are a fast-paced cash advance company seeking a Loan File Analyst to join our growing team. This administrative and analytical role involves reviewing financial documentation from potential borrowers, summarizing key lending indicators, and preparing concise reports to help management make rapid funding decisions.

This position requires someone who is highly detail-oriented, organized, and able to manage multiple files under tight timelines.

Responsibilities

Review and analyze bank statements and other financial records from business loan applicants.

Identify and summarize borrowing patterns, average daily balances, month-end balances, and revenue trends.

Conduct public records checks and document findings to evaluate potential borrower risk.

Prepare clear and concise summary reports highlighting key financial insights for management review.

Contact borrowers directly to verify information or obtain missing documentation.

Manage 30–50 borrower files per day while maintaining accuracy and efficiency.

Collaborate with management to support quick funding decisions and ensure timely file turnaround.

Qualifications

Previous experience analyzing bank statements or financial documents required (lending, accounting, underwriting, or related experience preferred).

Strong attention to detail and ability to identify financial trends and irregularities.

Excellent organizational and time management skills in a fast-paced environment.

Strong written and verbal communication skills; comfortable making verification calls.

Proficient with Microsoft Excel, Google Sheets, and digital file management systems.

Ability to work independently and meet strict deadlines.

What We Offer

Competitive salary-based compensation (no commissions).

Stable Monday–Friday schedule (9 AM–5 PM).

Remote/work-from-home flexibility.

Opportunity to work in a fast-paced lending environment and play a key role in funding decisions.