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Our family in Morang keeps a small portfolio of personal and business loans, but the paperwork has become scattered. I need the entire file brought into clear, auditable order in a single push of one to two working days, and everything wrapped up well before the month ends. Location and Duration Location: Must be currently living in Morang District, Nepal (work can be done from home by phone/internet) Duration: 1–2 days of focused work Timing: To be started as soon as both sides agree Main Responsibilities Collect all information about existing family loans from different banks, finance companies, cooperatives, or other organizations (loan amount, interest rate, remaining time, monthly payment, penalties, etc.). Call each bank or organization, introduce yourself clearly, and discuss details of the loans. Ask about possibilities to reduce the financial burden, such as: Lowering interest rates Changing repayment schedule or tenure Combining loans or restructuring if possible Removing or reducing late fees or penalties Record every phone call result in a clear and organized way (for example, in a simple table or spreadsheet). Organize all loan data (per bank/organization) so it is easy to understand. Suggest simple, practical options to reduce the total monthly payment or total interest, based on the information received. Prepare and submit a final written report in clear Nepali (and simple English headings if possible). Deliverables By the end of the 1–2 day period, you must submit: A clear summary table or spreadsheet of all loans, including: Name of bank/organization Type of loan Remaining principal Interest rate Remaining duration/tenure Monthly installment amount Any penalties or extra charges Any changes or offers discussed during phone calls A short written report (PDF, Word, or clear photos of handwritten report) that: Explains the current loan situation Summarizes what each bank/organization said Lists possible ways to reduce the loan burden Gives simple recommendations in priority order (what to do first, second, etc.). Requirements Must be a Nepali citizen currently living in Morang District. Strong speaking and writing skills in Nepali (basic English understanding is a plus). Basic knowledge of accounting, banking, or finance (for example, understanding interest rates, EMI, penalties, due dates). Confident in talking politely but firmly on the phone with bank/office staff. Good at organizing information and preparing clean notes/tables. Honest, responsible, and respectful of family privacy. Confidentiality All loan and family financial information is private. You must not share any details with anyone else. You must delete or destroy any copies of documents or data after the work is confirmed as complete.
ID do Projeto: 40306986
11 propostas
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Ativo há 27 dias
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11 freelancers estão ofertando em média $94 USD for esse trabalho

Hi, I am an experienced Associate Member of the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$99 USD em 1 dia
6,2
6,2

Greetings! I am seasoned professional with over 7 years of experience doing excel automation, creating interactive dashboards, macros, financial modeling in excel, power BI, google sheets and a lot more. About Me : I am CMA qualified and fellow member of international accounting body ICMA. I have more than 7 years of experience working in multiple roles which includes Accountant , Senior accountant , Finance Manager, Financial Analyst, Tax Consultant & Legal Consultant. My areas of expertise are bookkeeping on QuickBooks, Xero, Wave , Myob ,financial reporting following IFRS, IAS’s and US GAAP, forecasting, budgeting, variance analysis, sensitivity analysis, DCF, investment appraisals , financing related assistance, financial modeling, dynamic dashboards on Excel and Power BI, Google sheets dashboards. After reading the project details I am very confident that I will produce your desired results with 100% accuracy and in time. I hope to hear from you. Thank you
$140 USD em 7 dias
5,7
5,7

Hi, With seven years of experience in financial organization and data management, I am well-equipped to streamline your family's portfolio of loans in Morang. I will conduct thorough research by contacting each bank and finance organization to gather detailed information on loan amounts, interest rates, remaining payments, and potential options for restructuring or reducing penalties. My strong attention to detail will ensure all data is accurately recorded and organized into a clear summary table, making it easy for you to understand your financial situation. With a commitment to maintaining open communication, I will share insights and updates throughout the process to ensure alignment with your expectations. I understand the importance of confidentiality and will respect your family's privacy throughout this project. By employing established processes and adhering to your deadline, I will deliver a final written report summarizing our findings and providing actionable recommendations on how to lower monthly payments and reduce overall loan burdens. I look forward to collaborating with you and achieving a successful outcome within the agreed timeframe.
$140 USD em 7 dias
5,1
5,1

I see you need a thorough and discreet organization of your family’s loan documents in Morang, Nepal, and I understand the importance of keeping your private finances well-ordered and confidential. Your goal to have everything neatly compiled and verified within a tight timeframe is clear. You want all existing loan paperwork gathered, sorted, and indexed, with confirmation calls or visits to lenders for up-to-date loan details. The final deliverables include a master Excel workbook with formulas for totals and next-month obligations, a contact log, and a wrap-up note highlighting key observations or potential concerns. I recently completed a similar project where I consolidated scattered loan data into a single, formula-driven Excel file, verified loan details through direct communication with lenders, and created an organized folder of scanned documents. My experience with precise data entry, Excel automation, and maintaining confidentiality directly applies here. I can complete this task within two full working days, ensuring accuracy and clear communication throughout. Let’s discuss the next steps to get started.
$33 USD em 7 dias
0,0
0,0

Hello, Thank you for the detailed project description. While I am not a native Nepali speaker, I work with a small team that includes professionals with strong backgrounds in language, comparative literature, and cultural studies. They are experienced in multilingual communication and will handle Nepali calls and report writing accurately. I will personally manage data organization, verification structure, and final delivery to ensure everything is clear, consistent, and auditable. We can: • Contact each institution and verify loan details clearly • Maintain a structured call log • Organize all data into a clean Excel workbook • Provide a clear Nepali report with simple English headings We understand the importance of confidentiality and accuracy in handling private financial data. We are ready to complete this within 1–2 focused days. Proposed budget: $70–80 depending on the number of institutions. Looking forward to working with you. Best regards,
$45 USD em 2 dias
0,0
0,0

Hello, I see you need someone to organize and summarize your family's loan information clearly and efficiently. I am Mubashir Ahmed, a Full-Stack Developer, Engineer, and UI/UX Specialist with 6+ years of experience building high-performance data-driven solutions and dashboards. I specialize in organizing and analyzing data, ensuring clarity and accessibility for decision-making. To address your needs, I will collect all relevant loan information, contact each bank or organization to discuss the loans, and organize everything into a clear summary table. Additionally, I will provide practical suggestions to reduce your financial burden. By the end of the 1–2 day period, you will receive: - A detailed summary table or spreadsheet of all loans, including key details like interest rates and payment schedules. - A concise written report that explains the current loan situation and summarizes discussions with each bank. - Suggestions for reducing monthly payments or total interest based on the information gathered. My process will include: - Step 1: Collect all existing loan information and identify relevant banks/organizations. - Step 2: Make phone calls to discuss loan details and options for reducing financial burden. - Step 3: Organize data into a clear table and prepare the final report. My Portfolio: https://www.freelancer.com/u/mubashir021/Data-Analyst-30537935 I look forward to helping you streamline your loan management process. Mubashir Ahmed
$89,01 USD em 7 dias
0,0
0,0

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