Debt Financing Consultant Freelance

Experience: 3-5 years in Debt Financing, Corporate Finance, Investment Banking, Lending

About AKMV Consultants

AKMV Consultants is a boutique strategy advisory and investment banking firm based in India. Founded in 2018, AKMV has grown from a startup into one of India’s emerging advisory firms, offering a full-service product suite that includes strategic advisory, transaction advisory, policy advisory, and human resources advisory.

What sets us apart is our ability to combine top-tier strategic thinking and research rigour with deep, on-the ground experience and networks across India’s dynamic and emerging industries. We work with a broad spectrum of clients—ranging from corporates and MSMEs to government bodies and multilateral organizations such as UNDP—helping them achieve their most critical objectives. As we continue to grow, we offer a unique platform for driven professionals to work on meaningful challenges, build deep expertise, and help shape the future of businesses, sectors, and policy landscapes in India.

Role Overview

AKMV Consultants is looking to engage a Freelance Debt Financing Documentation & Loan Processing Consultant to support the end-to-end documentation and coordination process for corporate loan applications. The primary responsibility of this role will be to coordinate with clients and lenders, manage documentation, track requirements, and ensure smooth and timely processing of loan applications through to disbursement.

This role would be ideal for a professional who has worked on multiple corporate loan / business loan requests and is comfortable managing financial documentation and coordinating with banks, NBFCs and corporate borrowers.

Key Responsibilities

• Coordinate the end-to-end documentation process for corporate loan applications.
  
• Liaise with borrowers/clients to understand the loan requirement and collect all necessary documents.
  
• Prepare and maintain comprehensive document checklists based on lender requirements.
  
• Follow up with clients for pending financial, corporate, legal and KYC documentation.
  
• Review documents for completeness, accuracy and consistency before submission to the lender.
  
• Coordinate with existing funders, banks, NBFCs and financial institutions throughout the loan processing cycle.
  
• Track application status, documentation gaps, queries and approvals.
  
• Coordinate responses to lender queries and ensure timely submission of additional information/documents.
  
• Assist in coordinating financial, legal and technical due diligence wherever applicable.
  
• Maintain proper records of all documents, submissions, approvals and correspondence.
  
• Coordinate execution of sanction-related and loan documentation, as required.
  
• Follow up with all stakeholders to ensure timelines are met and applications move smoothly towards closure/disbursement.
  
• Maintain confidentiality of sensitive financial and corporate information.
  

Ideal Candidate Profile

• 3–4 years of relevant experience in loan processing, debt financing, credit operations, corporate banking, financial services or loan documentation.
  
• Should have handled multiple corporate loan applications/requests from documentation through processing.
  
• Experience working with banks, NBFCs, financial institutions or corporate finance teams.
  
• Strong understanding of typical corporate loan documentation and KYC requirements.
  
• Ability to understand financial statements and basic corporate/financial documents.
  
• Good communication skills and ability to independently coordinate with senior client representatives and lender teams.
  
• Strong Excel and documentation-management skills.