Client Instructions Home Equity Loan Processing Data Entry Officer
Overview:
We are hiring a detail-oriented data entry freelancer to organize and input home equity loan application data into our CRM system. This role ensures accurate loan recordkeeping, supports loan processing, and maintains compliance with internal data standards. Accuracy, confidentiality, and attention to detail are essential.
Scope of Work:
Review encrypted PDF home equity loan applications provided by the client
Accurately extract required data and enter it into the CRM system
Verify numeric and financial fields for correctness and consistency
Cross-check entries with source documents to minimize errors
Flag any missing, unclear, or inconsistent information for client review
Maintain strict confidentiality of all applicant and financial information
Required Data Fields:
Applicant ID
Application date
Property value estimate
Outstanding mortgage balance
Requested credit limit
Loan-to-value percentage
Occupancy type
Risk classification
Delivery:
Final Spreadsheet containing all entered home equity loan application data, clean, organized, and ready for review
Final Word Report summarizing completed work, including any missing data, discrepancies, or notes for client attention
Data Material Sources:
Client materials, including encrypted PDF loan applications and secure access credentials, will be shared upon hire.
Deadline:
All data entry work must be completed and submitted by 11th February 2026.