Credit Operations & Customer Support Virtual Assistant

Posted 6 days ago

This is a fully remote position, open to applicants anywhere in the world.

📋 Description

• Access client Experian accounts utilizing securely provided credentials.

• Retrieve and save updated credit reports.

• Manage relevant Experian account settings in accordance with established procedures.

• Upload reports and supporting documents to client profiles.

• Maintain precise notes using predefined templates.

• Save and organize necessary client documentation.

• Follow up on missing credentials, PINs, security information, or other details.

• Assist with regular client account updates.

• Compare updated credit information following client-specified processes.

• Enter pertinent changes into established update templates.

• Prepare client update emails from approved templates.

• Assist with credit-report processing as training advances.

• Escalate inquiries or unusual situations to the internal team.

• Provide assistance with routine client questions and follow-up.

• Communicate professionally using established scripts and templates.

• Route incoming calls to the appropriate team member.

• Support additional phone responsibilities as training progresses.

• Avoid providing information outside of approved company processes.

• Prepare recurring pipeline reports for referring affiliates.

• Enter and update report information using existing templates.

• Maintain organized client records and administrative files.

• Assist with repetitive backend tasks as assigned.

• Help ensure all recurring reporting and follow-up deadlines are met.


⛳️ Requirements

• Previous experience in customer service, administration, or account support is required.

• Proficient spoken and written English is essential.

• Experience in data entry and document management is required.

• Familiarity with following detailed processes and templates is necessary.

• Experience in credit education, credit restoration, financial services, or a similar field is advantageous but not mandatory.

• Experience with Experian is a plus.

• Preference for candidates with CRM or client portal experience.

• Previous successful experience with 20four7VA is advantageous.

• Highly detail-oriented and accurate.

• Strong background in customer service.

• Comfortable with repetitive, process-oriented tasks.

• Capable of adhering to established templates and procedures.

• Strong comprehension and learning capabilities.

• Professional and careful in client communications.

• Willingness to learn how to read and understand credit reports.

• Organized and dependable.

• Ability to transition from backend processing to client-facing roles.

• Knowledge of Credit Repair Cloud is required; training will be provided.

• Knowledge of Experian is required.

• Familiarity with Dialpad is required.

• Proficiency in email/client communication platforms is required.

• Knowledge of Microsoft Office/Google Workspace is required.

• Familiarity with VPN/secure access tools is required.

• Native or near-native English accent is required.

• Availability from Monday to Friday, 8:00 AM–12:00 PM MST.

• Ability to work as an independent contractor under a Master Services Agreement and Statement of Work.


🏝️ Benefits

• Competitive compensation rates.

• Weekly payment schedule.

• Various open roles available.

• Free training and opportunities for upskilling.

• Continuous support and guidance.

• A vibrant community always ready to assist you.

• Training provided by 20four7VA and the client.

• Hours may increase based on performance and workload.

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