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I'm looking for an experienced freelancer to build a banking-style assessment worksheet focused on loan eligibility. I have an example but it does need editing. I'd like to delete a few tabs but add a new one. There are links between sheets etc that need to work Requirements: - Loan eligibility assessment criteria - servicing calculator (I have a good example to mirror) - security summary ratio - 6-7 interconnected tabs Ideal Skills and Experience: - Experience in financial assessment tools - Proficiency in Excel or similar software - Attention to detail and accuracy Please include relevant experience in your application.
Project ID: 39738960
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52 freelancers are bidding on average $1,882 AUD for this job

I have over a decade of experience building custom Excel solutions and financial assessment tools, and I am both a Microsoft Certified Excel Specialist and Google Certified Data Analyst. I can develop your loan eligibility worksheet with interconnected tabs that accurately handle assessment criteria, servicing calculators, and security ratio summaries while maintaining full functionality across sheets. I will ensure the structure is user-friendly, error-free, and easy to maintain. Beyond Excel, I can also develop this as a web application if you’d prefer a more scalable and interactive solution accessible online. This would allow your team or clients to input data without relying on Excel, while still retaining all the logic and calculations you require. Could you share your current example file so I can review its structure and understand which tabs you’d like removed and what needs to be added? Also, would you like the final version strictly in Excel first, or should I propose a web-based demo as well?
$1,500 AUD in 7 days
9.1
9.1

Hello, Sir Are you ready to streamline your loan eligibility process with an impressive worksheet? With my extensive experience in creating financial assessment tools and a keen attention to detail, I’ll deliver a precise and interconnected Excel worksheet tailored to your specific needs, ensuring all links function seamlessly. Let’s discuss your requirements in detail and make your project a success! Best, Smith
$2,250 AUD in 7 days
7.0
7.0

Hi There, We are well versed in preparing excel reports, templates, Dashboards, interlinked workbooks by using formulas, pivot tables, conditional formatting etc. We have worked with numerous clients to understand their requirements and prepared tailored excel dashboards & workbooks to produce desired reports with minimum effort of input. We have advanced & high level proficiency in excel and using it for more than 13 years now. I will be glad to share my sample to show the work quality and discuss your requirements in detail. Kindly contact us and give us a chance to present our services.
$1,525 AUD in 7 days
7.0
7.0

Hello, I understand that you are seeking an experienced freelancer to create a detailed banking-style loan assessment worksheet. This will involve developing criteria for loan eligibility, a servicing calculator based on your example, and a security summary ratio across 6-7 interconnected tabs. I have experience in financial assessment tools and am proficient in Excel, ensuring that every detail is accurate and tailored to your needs. To effectively create this worksheet, I will focus on precision and clarity in design, ensuring that it is user-friendly and functional. My background in financial analysis and data management will help in constructing a comprehensive tool that meets your requirements. What specific eligibility criteria do you want to include in the loan assessment worksheet? Thanks, Muhammad Awais
$3,000 AUD in 12 days
6.6
6.6

Dear Sir, I am a business & financial Advisor providing services of preparing financial models, excel templates, adhoc reports & business valuation reports. i am an excel expert, have advanced level knowledge & expertise and prepared numerous reports, dashboards, templates, formats for my clients based on their specific requirements. I can share my sample work as well for your review. Please have a look at my portfolio to see my sample work. I can deliver your work within 2 - 3 days with good quality. we can discuss the details of your requirements so that they can be addressed properly. Please text me. Thanks! Omair
$1,550 AUD in 5 days
6.8
6.8

Hi, I focus on developing tailored financial evaluation tools and would be pleased to help you create your loan eligibility worksheet. Having a background in creating banking calculators and financial models, I can guarantee your worksheet will be accurate and easy to use. I will simplify the tabs, organize the structure, and ensure that all links and formulas work smoothly throughout the workbook. Your sample will provide a solid base, and I’ll customize it to your revised specifications eliminating excess tabs, incorporating a new one, and making certain that essential elements such as the servicing calculator and security summary ratio display your intended metrics. I meticulously consider logical progression and formula correctness, ensuring your end users can trust the tool with assurance. If necessary, I can also offer concise documentation or instructions on utilizing and caring for the worksheet. You can share your current file, and I will handle the technical and financial modeling aspects to provide a refined, operational tool. Let’s begin. Regards, Zohaab S.
$2,250 AUD in 7 days
5.8
5.8

Given my background in academia and research which have equipped me with excellent attention to detail and an eye for accuracy, coupled with my financial knowledge, I believe I am the perfect fit for this project. My expertise as an Associate Professor and Head of Department has involved designing complex worksheets for assessments, conducting statistical analysis and utilizing software such as SPSS and R-programming. Whether it's creating the loan eligibility assessment criteria or a servicing calculator mirroring your example, I can provide you with a functional and polished final product. In addition to my proficiency in Excel, including managing interconnected tabs and maintaining sheet links, I possess a broader skill-set in accounting, data analysis, and finance. This not only ensures that I can deliver a meticulously structured worksheet but also gives me insight into the financial considerations necessary for this project. Finally, let me emphasize my commitment to efficiency and delivering projects on time is impeccable. I understand the importance of prompt deadlines in both academia and financial industries, therefore rest assured that I will complete the edited banking-style loan assessment worksheet well within your estimated timeline. Thank you for considering me for this project and I look forward to transforming your vision into reality.
$1,550 AUD in 5 days
5.6
5.6

With my 15+ years of experience as a Fractional CFO and tech strategist, I have the perfect blend of financial expertise and technological prowess to complete your project. I have spent years creating customized Excel-based tools, precisely like the one you need for loan assessment. My skills in financial analysis and modeling, coupled with data visualization proficiency, ensure I can build an efficient and user-friendly product for you. Furthermore, being a Certified Ethical Hacker (CEH), underscores my penchant for detail and deep grasp on data integrity, which are crucial attributes for any banking-style worksheet. I understand the magnitude of accuracy required in your industry and guarantee a product that is secure, precise, and meets your exact specifications. In addition to my technical abilities, my career has been shaped by my dedication to enhancing operations while minimizing expenses. As a result, I assure you of delivering a high-quality product at an affordable cost; a proposition any client would find appealing. Trust me with this project as I have proven myself globally and could save you up to 50% in expenses through effective management strategies.
$3,000 AUD in 7 days
4.9
4.9

Hi there, I’d love to help you refine and rebuild your banking-style loan assessment worksheet. With hands-on experience designing financial tools that mirror real-world lending criteria, I can customize your workbook to ensure it’s efficient, accurate, and easy to navigate just like something you'd expect from a professional loan desk. Whether it’s editing tabs, adding a new one, or ensuring formulas and links between sheets are solid, I’ll make sure everything works together seamlessly. Your servicing calculator and security summary ratio will be built with precision, and I’ll tailor the layout so it feels clean and intuitive whether it’s used by internal staff or clients. I’ve worked on similar financial modeling tools and can jump right in with minimal hand-holding. If you're ready, feel free to share the current file, and I’ll help transform it into a well-oiled, assessment-ready asset you can rely on. Looking forward to collaborating. Regards, Ali S.
$2,250 AUD in 7 days
4.1
4.1

With almost two decades of experience in finance and project management, I'm confident my skills align perfectly with your project's needs. Specifically, my advanced knowledge of Excel - complemented by a deep understanding of financial analysis - would enable me to effectively modify your loan assessment worksheet. I have previously developed complex financial models for banks and other lending institutions, equipping me with the expertise necessary to create interconnected tabs for evaluating loan eligibility criteria. My penchant for attention to detail and quality assurance will ensure that all links between sheets work seamlessly without any hitches or glitches. As a matter of fact, these are some of the traits that have seen me excel in various niche areas like Data Analysis and Financial Modeling, which would be greatly beneficial in realizing your worksheet needs. Moreover, my diverse skill set covers areas like Accounting, Financial Analysis, Market Research and Project Management that can potentially bring more value to your business beyond the immediate scope of this project. Overall, I believe in efficiency coupled with uncompromised precision and can provide you with nothing short of exemplary results for all your financial needs.
$2,000 AUD in 2 days
3.5
3.5

Sydney, Australia
Member since Aug 27, 2025
$250-750 USD
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$250-750 USD
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$25-50 USD / hour
$30-250 USD
₹12500-37500 INR
$250-750 SGD
min $50 USD / hour
£18-36 GBP / hour