CPT-11438 Credit Processing & Client Operations Virtual Assistant

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Title: Independent Contractor – CPT-11438 Credit Processing & Client Operations Virtual Assistant/Business Support VA/Junior-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A growing business consulting firm specializing in business funding and credit-related services is seeking a part-time Credit Processing & Client Operations Virtual Assistant to support recurring client-processing workflows.

The immediate focus is credit-related processing, including dispute packet preparation, bureau follow-up calls, reviewing client account updates, documenting activity, and maintaining organized client records.

The client has approximately 100 active and inactive client accounts, detailed SOPs within Notion, historical communication in Slack, and existing training materials. She is looking for someone who already understands the fundamentals of loan processing and can become increasingly independent after learning the company’s specific workflows.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Credit Processing Support

• Assist with preparing dispute packets using established client procedures

• Review client credit information and supporting documentation

• Log into approved client/bureau platforms to review available updates

• Track dispute cycles, follow-up dates, and outstanding actions

• Document completed work and account updates accurately

• Follow established SOPs for recurring credit-processing activities

Bureau & Client Follow-Up

• Conduct bureau-related calls using approved processes and scripts

• Gather and document relevant information from calls

• Maintain clear notes and updates within client records

• Escalate unusual issues or questions to the client when necessary

• Support routine client follow-up related to required documentation or account progress

Administrative & Operations Support

• Maintain accurate client information within GoHighLevel

• Use Slack for internal communication and status updates

• Follow and maintain SOPs within Notion

• Organize documentation and ensure assigned client tasks are completed on schedule

• Assist with additional administrative and executive-support responsibilities as the role develops

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Loan processing, mortgage processing, financial documentation, or similar processing experience is strongly preferred

• Executive assistant or business support experience strongly preferred

• Previous credit repair, credit education, dispute-processing, or related experience strongly preferred (these candidates should take priority over loan processing or mortgage applicants)

• GoHighLevel experience strongly preferred

• Slack and Notion experience strongly preferred

• Strong written and verbal English communication required

• Strong attention to detail and documentation accuracy required

IDEAL CANDIDATE PROFILE

• Previous hands-on loan processing or credit repair or mortgage support experience

• Extremely detail-oriented with strong documentation habits

• Clear and professional communicator

• Comfortable conducting bureau-related phone calls

• Organized and capable of managing multiple client files

• Able to follow detailed SOPs while becoming increasingly independent

• Comfortable asking appropriate questions during training and applying feedback consistently

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

• GoHighLevel

• Slack

• Notion

• Credit / Bureau Platforms

• Microsoft Office / Google Workspace

Work Schedule

• Contracted Hours per Week: 20 Hours (hours will increase based on performance)

• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)

• Daily Working Time: 9:00 AM – 2:00 PM CST (1-hour lunch from 12:00 PM – 1:00 PM)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work

• This is not an offer of employment; contractors are not employees of 20four7VA or any client

• All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

• REQUIRED SERVICE: Business Support

• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level

• Contracted Hours per Week: 20 hours/week (hours will increase based on performance)

• Daily Working Time: 9:00 AM – 2:00 PM CST (1-hour lunch from 12:00 PM – 1:00 PM)

• Scheduled Working Days: Monday-Friday

• REPORTING TO/POC: To Be Determined

• Number of VAs: 1

• GENDER PREFERENCE: None

• LANGUAGES SPOKEN/PREFERENCE: English

• ACCENT PREFERENCE: Level A-B (native or near-native English Required)

• REGION PREFERENCES: Any

What we offer

• Competitive rates

• Weekly payments

• Various open roles are available

• Free training and upskilling

• Constant support and guidance

• A vibrant community always ready to support you

• And more!