CPT-11613 Credit Consultation & Client Engagement Virtual Assistant

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Title: CPT-11613 Credit Consultation & Client Engagement Virtual Assistant

Independent Contractor – CPT-11613 Credit Consultation & Client Engagement Virtual Assistant/Business Support VA/Entry-Advanced 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 Maryland-based financial-wellness company specializing in credit repair and homeownership preparation is seeking two client-facing VAs to assist with intake calls, credit consultations, client follow-ups, and credit education.

The company works closely with realtors and mortgage lenders to support individuals preparing to purchase homes. The VAs will help manage scheduled client conversations, review credit information, explain established processes, and coordinate next steps using client-provided guidance and training.

The ideal candidates will bring excellent communication skills and familiarity with reading consumer credit reports, ideally through credit repair, mortgage lending, banking, or related financial-services experience. Direct credit-repair processing experience is not required.

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:

Client Intake & Initial Engagement

• Conduct scheduled intake calls with prospective clients
• Build rapport and gather information about client needs and homeownership goals
• Explain the company's services and general process using approved guidance
• Answer routine questions and coordinate next steps
• Document relevant information and schedule follow-up appointments

Credit Consultations & Education

• Review client credit reports and identify relevant account information and potential concerns
• Participate in and gradually conduct scheduled Zoom consultations as trained
• Help explain credit-report findings and basic credit concepts using established procedures
• Discuss client goals and anticipated homeownership timelines
• Communicate client-approved service information and refer complex questions to management

Client Follow-Up & Rent Reporting

• Conduct scheduled follow-up calls with existing clients
• Provide updates based on information available in the client's records
• Follow up on outstanding requirements and next steps
• Assist with Rent Reporters meetings and related client communication
• Escalate questions or concerns requiring internal team assistance

Scheduling & Client Documentation

• Manage assigned appointments using the company's shared calendar
• Follow the appropriate procedures for different appointment types
• Review referral-source information before contacting clients
• Maintain accurate consultation notes, client records, and follow-up items
• Coordinate with internal team members as needed

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:

• Experience reading and understanding consumer credit reports strongly preferred
• Excellent spoken and written English required
• Strong client-facing communication or customer-service experience strongly preferred
• Mortgage, lending, credit repair, banking, or financial-services experience strongly preferred
• Familiarity with credit factors, account history, and negative credit items preferred
• CRM and appointment-management experience preferred

IDEAL CANDIDATE PROFILE

• Excellent communicator with strong rapport-building skills
• Familiar with consumer credit reports and basic credit concepts
• Warm, empathetic, patient, and confident when speaking with clients
• Able to explain information clearly and conversationally
• Organized and dependable with appointments and follow-up
• Coachable and comfortable learning client-specific procedures
• Professional and attentive to clients' financial concerns

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

• Credit Repair Cloud – Training Provided
• IdentityIQ / Credit Reporting Platforms – Familiarity Preferred
• Zoom
• Google Calendar / Google Workspace
• Microsoft Office / Google Sheets

Work Schedule

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 9:00 AM - 5:00 PM EST

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: Entry, Junior, Senior, and Advanced Level
• Contracted Hours per Week: 40 hours/week
• Daily Working Time: 9:00 AM - 5:00 PM EST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 2
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English Required (Bilingual English/Spanish a plus)
• ACCENT PREFERENCE: Level A-B (Excellent Spoken English Required)
• REGION PREFERENCES: Any (Offshore or Nearshore)

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!