CPT-11491 Credit Operations & Customer Support Virtual Assistant

CPT-11491 Credit Operations & Customer Support Virtual Assistant

Independent Contractor – CPT-11491 Credit Operations & Customer Support Virtual Assistant/Business Support VAy/Entry-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.

An established credit restoration company is seeking a part-time Business Support VA to assist with credit report retrieval, client file management, customer service, reporting, and recurring administrative processing.

The company already has established processes, templates, and workflows in place. The immediate priority is removing repetitive, time-consuming backend work from the internal team. As the VA becomes familiar with the company's processes and credit reports, the role may expand into account-update processing and additional customer-facing support.

Training will be provided by 20four7VA and the client on specific workflows and Credit education, thus direct Credit repair/education/restoration 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:

Credit Report & Client File Support

• Access client Experian accounts using securely provided credentials
• Pull and save updated credit reports
• Follow established procedures for managing applicable Experian account settings
• Upload reports and supporting files to client profiles
• Maintain accurate notes using established templates
• Ensure required client documentation is properly saved and organized
• Follow up when credentials, PINs, security information, or other required information is missing
• Prioritize accurate credit-report and client-profile processing during the initial training period.
• Review assigned tasks and organize work based on priority.

Client Updates & Processing Support

• Assist with recurring client account updates
• Compare updated credit information using client-provided processes
• Enter relevant changes into established update templates
• Prepare client update emails from approved templates
• Assist with credit-report processing as training progresses
• Escalate questions or unusual situations to the internal team
• Maintain processing speed and accuracy as key performance measures.
• Use client-specific verbiage and scripting when preparing client communications.

Customer Service

• Assist with routine client questions and follow-up
• Provide professional, careful communication using established scripts and templates
• Route incoming calls to the appropriate team member
• Support additional phone responsibilities as the VA becomes trained
• Avoid providing information outside approved company processes
• Maintain a customer-service approach appropriate for sensitive credit-related conversations
• Conduct outbound calls to warm referral leads as training progresses.
• Support inbound and outbound customer-service calls using approved scripts.
• Handle referred leads who may not initially answer, respond, or show interest.

Reporting & Administration

• Prepare recurring pipeline reports for referring affiliates
• Enter and update report information using existing templates
• Maintain organized client records and administrative files
• Assist with other repetitive backend tasks as assigned
• Help ensure recurring reporting and follow-up deadlines are completed
• Participate in regular team meetings on Monday, Wednesday, and Friday at 9:00 AM MST.
• Use time-blocking to prioritize daily tasks and workload.

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:

• Previous customer service, administrative, or account-support experience required

• Strong spoken and written English required

• Data entry and document-management experience required

• Experience following detailed processes and templates

• Credit education, credit restoration, credit restoration, financial services, or similar experience is a plus but not required

• Experian experience is a plus

• CRM or client-portal experience preferred

• Previous successful 20four7VA experience is a plus

• Ideal Candidate Profile

• Highly detail-oriented and accurate

• Strong customer-service background

• Comfortable handling repetitive, process-driven work

• Able to follow established templates and procedures

• Strong comprehension and learning ability

• Professional and careful when communicating with clients

• Comfortable learning how to read and understand credit reports (training provided)

• Organized and dependable

• Able to grow from backend processing into client-facing responsibilities

• Application Software Knowledgeable / Required

• Credit Repair Cloud – Client System (training provided)

• Experian

• Dialpad (Voip phone system)

• Email / Client Communication Platforms

• Microsoft Office / Google Workspace

• VPN / Secure Access Tools – 20four7VA IT to assist in setup

• Work Schedule

• Contracted Hours per Week: 20 Hours (Hours may increase based on performance and workload)

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

• Daily Working Time: 8:00 AM – 12:00 PM MST

• 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 Level

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

• Daily Working Time: 8 AM-12 PM MST

• 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 Accent 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!