CPT-11491 Credit Operations & Customer Support Virtual Assistant

About this role

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Log in using your 20four7VA-issued email address to access the portal. If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below. 💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen! If you’re interested in this opportunity, click APPLY TO POSITION to proceed. \*\*\****************************************************************** Title: 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 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 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 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 Each engagement is based on a defined scope of work and is governed by an independent contractor agreement