Project Description

Client Instruction: Mortgage Loan Application Data Entry

We are hiring a detail-oriented data entry specialist to assist with entering mortgage loan application details into our internal system. This project involves handling confidential financial information, so accuracy and discretion are essential.

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📌 Scope of Work:

You will receive scanned mortgage application packets and supplemental Excel spreadsheets, and your task is to accurately extract and input key loan details into our tracking system or spreadsheet.

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📋 Required Data Fields:

• Borrower Full Name

• Property Address

• Loan Amount

• Interest Rate (%)

• Loan Term (in years)

• Approval Status (e.g., Pending, Approved, Declined)

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📂 Provided Materials:

• Scanned mortgage application forms (PDF)

• Excel-based loan intake logs (partial data)

• Guidelines for status labels and formatting

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🔐 Security & Confidentiality:

As this project involves sensitive personal and financial data, the selected freelancer must:

• Follow strict confidentiality practices

• Work on a secure internet connection

• Not store or share any data outside the project scope

• Be open to signing a Non-Disclosure Agreement (NDA) if requested

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🧰 Preferred Tools:

• Microsoft Excel or Google Sheets

• Basic PDF reader (e.g., Adobe Acrobat) for reading application scans

• Optional OCR tools (if you prefer to automate part of the process)

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👤 Ideal Freelancer:

• Prior experience with loan processing, financial services, or real estate data

• Excellent accuracy and attention to detail

• Familiarity with handling scanned documents and structured forms

• Able to complete tasks independently and on time

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💬 To Apply:

Please share how you typically handle sensitive data securely, and describe any experience you have with mortgage or finance-related data entry. Links to similar projects or samples (with confidential info redacted) are welcome.