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I need clear, step-by-step guidance to close out an existing loan and immediately secure a fresh facility. The work centres on both loan settlement and new loan opening, with the current liability tied to a fixed-deposit arrangement. Here’s what I expect from the engagement: • Calculate the exact settlement figure, outline any penalties or hidden charges, and map the timeline to close the account. • Advise on the paperwork and signatures I’ll need, then liaise (or coach me to liaise) with the lender so the closure is recorded cleanly on my credit report. • Analyse my profile and fixed-deposit security to recommend the most cost-effective new loan structure—tenor, interest option, and repayment schedule. • Prepare or review the full application pack, double-checking compliance items so approval is smooth. • Stay available through disbursal to catch any last-minute issues. I’ll share statements, KYC docs and fixed-deposit certificates once we start. A background in consumer credit or banking operations will help you move quickly, but what matters most is accuracy and practical, actionable advice that saves me both time and interest.
Project ID: 40406030
9 proposals
Remote project
Active 14 days ago
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9 freelancers are bidding on average ₹536 INR/hour for this job

Hello! I am excited about the opportunity to assist you with closing out your existing loan and securing a new facility seamlessly. My expertise lies in providing clear, step-by-step guidance tailored to your specific needs. From calculating settlement figures, handling paperwork and signatures, to analyzing your profile for the best loan structure, I am committed to delivering accurate and actionable advice that will save you time and money. Let's work together to achieve your financial goals efficiently and effectively. Regards, CA. Swati Jain, CPA | Indian CA & CS
₹529 INR in 48 days
4.5
4.5

Hello, I am highly interested in assisting with loan settlement and account verification tasks. I can accurately review agreements, verify financial data, and ensure compliance with RBI guidelines. I have strong attention to detail, can prepare clear and structured reports, and communicate effectively with clients when needed. I am reliable, quick to learn, and committed to delivering accurate, timely, and professional results. I am ready to start immediately and contribute efficiently to your project.
₹444 INR in 40 days
0.0
0.0

As a meticulous and thorough Chartered Accountant with a deep understanding of finance and credit, I'm well equipped to guide you through the process of loan settlement and securing a new facility. Accuracy and practical, actionable advice are my strong suits- qualities that will be invaluable in calculating your settlement figure, identifying any hidden charges and penalties while outlining a comprehensive timeline for closure. My years of experience have endowed me with a unique insight into banking operations, including analyzing profiles and recommending the most cost-effective loan structures for clients. I will ensure your fixed-deposit security is optimized to potentially minimize interest costs when securing your fresh facility. Notably, my commitment doesn't end with the paperwork; I'll be available throughout the disbursal period to promptly address any last-minute issues. Beyond just providing financial services, I prioritize building strong client relationships founded upon reliability, transparency, and clear communication at every stage. As your trusted financial partner, rest assured that I will handle your statements, KYC docs, and fixed-deposit certificates securely while striving to save you valuable time and interest. Choose me if you crave more than just a service; choose me if you need a reliable partner who has your best interest at heart
₹575 INR in 40 days
0.0
0.0

I provide end-to-end support for loan closure and new facility setup. With experience in funding banking, I understand loan structures, interest, and fixed-deposit–backed financing. I will calculate settlement amounts, guide documentation, coordinate with lenders, and ensure proper credit record updates. I also analyse and recommend the most cost-effective new loan structure, prepare application documents, and support the process through disbursement efficiently and accurately.
₹575 INR in 40 days
0.0
0.0

I’m a strong fit for this role with 4 years of hands-on experience in loan settlement and credit processes. I’ve handled end-to-end loan closures, including accurate settlement calculations, identifying hidden charges, and ensuring clean closure reporting. I can guide you through the exact paperwork and coordinate effectively with the lender so your account is closed without any impact on your credit profile. On the new loan side, I can analyse your fixed-deposit–backed profile to recommend the most cost-effective structure, including the right tenure, interest option, and repayment plan to minimise your total cost. I’ll also review your application thoroughly to ensure smooth approval. I stay involved until disbursal, making sure the transition is seamless, fast, and financially efficient.
₹500 INR in 40 days
0.0
0.0

I handle end-to-end loan closure and new loan structuring, ensuring a clean settlement and cost-efficient transition. Scope: • Settlement calculation + closure guidance • Credit report alignment • New loan structuring (based on your profile & FD) • Application review + support till disbursal Share your details, and I’ll start with a quick assessment.
₹625 INR in 40 days
0.0
0.0

Hi, I can help you close your existing loan smoothly and structure a new facility in the most cost-efficient way. With experience in loan settlements, FD-backed lending, and banking processes, I’ll ensure both closure and fresh sanction happen without delays or reporting issues. I will first compute the exact foreclosure amount, including any penalties or hidden charges, and map a clear closure timeline. I’ll guide you on required documentation and coordinate (or coach you) to ensure the account is properly closed and reflected correctly in your credit report. For the new loan, I’ll analyse your profile and FD security to recommend the optimal structure—interest rate, tenure, and repayment plan—minimizing your overall cost. I’ll also prepare/review your application pack to ensure compliance and smooth approval, and stay involved through disbursal to resolve any last-minute issues. You can expect clear, practical guidance at every step with a strong focus on accuracy, speed, and cost savings. Looking forward to assisting you.
₹500 INR in 40 days
0.0
0.0

I will provide end-to-end support for both loan settlement and new facility arrangement, including exact payoff calculations, penalty and charge review, FD-backed loan structuring, repayment optimization, document preparation, lender coordination guidance, compliance checks, and disbursal follow-up. The focus will be on reducing total interest cost, avoiding credit-reporting issues, and ensuring a smooth and timely approval process with accurate, practical banking-oriented advice throughout the engagement.
₹575 INR in 40 days
0.0
0.0

Hello, I am highly interested in assisting with loan settlement and account verification tasks. I can accurately review agreements, verify financial data, and ensure compliance with RBI guidelines. I have strong attention to detail, can prepare clear and structured reports, and communicate effectively with clients when needed. I am reliable, quick to learn, and committed to delivering accurate, timely, and professional results. I am ready to start immediately and contribute efficiently to your project. Replies within a few minutes
₹505 INR in 40 days
0.0
0.0

Chennai, India
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Member since Nov 17, 2025
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