Overview:
We are seeking a reliable freelancer to enter and maintain loan portfolio data in a structured spreadsheet. This work ensures accurate monitoring of small business loans, supporting financial reporting and portfolio management. Accuracy, consistency, and confidentiality are essential.
Scope of Work:
Enter loan portfolio data from client-provided materials into a spreadsheet.
Ensure all entries are complete, accurate, and consistently formatted.
Track loan disbursements, repayment schedules, and account status.
Flag any discrepancies or missing information for review.
Maintain strict confidentiality of all borrower and financial data.
Required Data Fields:
Business name
Loan account number
Borrower name
Loan type (e.g., term, revolving)
Loan amount approved
Disbursement date
Repayment frequency
Loan status (active/closed/overdue)
Outstanding balance
Collateral description
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.