Overview:
We are seeking a reliable freelancer to enter and maintain small business loan tracking data in a structured spreadsheet. This work ensures accurate monitoring of loan disbursements, repayments, and overall portfolio status. Accuracy, consistency, and confidentiality are essential.
Scope of Work:
Enter loan tracking data from client-provided materials into a spreadsheet.
Ensure all entries are complete, accurate, and consistently formatted.
Track repayment schedules, loan status, and other relevant details.
Flag any discrepancies or missing information for review.
Maintain strict confidentiality of all borrower and financial data.
Required Data Fields:
Business name
Loan ID
Loan application date
Approved loan amount
Disbursement date
Repayment frequency
Outstanding balance
Borrower contact information
Delivery:
Compile all entries into a final spreadsheet, clean, organized, and ready for reporting.
Clearly flag any missing or unclear information.
Data Material Sources:
Client materials will be shared upon hire.
Deadline:
Completed spreadsheet must be submitted by 15th January 2026.