Credit Operations & Customer Support Virtual Assistant

Jobtailor; Deutschland; Remote; EUR 25.000 - 38.000; Vollzeit

Zusammenfassung

Jobtailor is seeking an experienced contractor to support client credit-account updates and reporting. You will work with Experian accounts, follow templates, and ensure accurate documentation.

The role emphasizes data entry, accuracy, and professional client communication. Ideal candidates have strong English, CRM or client-portal experience, and the ability to work independently under a master services agreement.

Qualifikationen

• 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, 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
• 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
• Organized and dependable
• Able to grow from backend processing into client-facing responsibilities
• Credit Repair Cloud knowledge required or training provided
• Experian knowledge required
• Dialpad knowledge required
• Email/client communication platforms knowledge required
• Microsoft Office/Google Workspace knowledge required
• VPN/secure access tools knowledge required
• Native or near-native English accent required
• Availability Monday through Friday, 8:00 AM-12:00 PM MST
• Ability to work as an independent contractor under a Master Services Agreement and Statement of Work

Aufgaben

• Access client Experian accounts using securely provided credentials
• Pull and save updated credit reports
• Manage applicable Experian account settings according to established procedures
• Upload reports and supporting files to client profiles
• Maintain accurate notes using established templates
• Save and organize required client documentation
• Follow up when credentials, PINs, security information, or other information is missing
• 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
• Assist 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 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 recurring reporting and follow-up deadlines are completed

Kenntnisse

Data Entry

Document Management

Experian Knowledge

Credit Report Processing

CRM Software

Dialpad

Microsoft Office

Google Workspace

VPN Tools

English Fluency

Client Communication

Tools

Credit Repair Cloud

Experian

Dialpad

Microsoft Office

Google Workspace

VPN Tools

Jobbeschreibung

• Access client Experian accounts using securely provided credentials
• Pull and save updated credit reports
• Manage applicable Experian account settings according to established procedures
• Upload reports and supporting files to client profiles
• Maintain accurate notes using established templates
• Save and organize required client documentation
• Follow up when credentials, PINs, security information, or other information is missing
• 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
• Assist 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 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 recurring reporting and follow-up deadlines are completed

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, 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
• 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
• Organized and dependable
• Able to grow from backend processing into client-facing responsibilities
• Credit Repair Cloud knowledge required or training provided
• Experian knowledge required
• Dialpad knowledge required
• Email/client communication platforms knowledge required
• Microsoft Office/Google Workspace knowledge required
• VPN/secure access tools knowledge required
• Native or near-native English accent required
• Availability Monday through Friday, 8:00 AM-12:00 PM MST
• Ability to work as an independent contractor under a Master Services Agreement and Statement of Work

Core Competencies

Demonstrates strong data entry and document management skills while maintaining organized client records and adhering to established processes. Proficient in client communication and capable of handling repetitive tasks with attention to detail and accuracy.

Highest-signal resume keywords

• Data Entry Experience
• Document Management Experience
• Experian Knowledge
• Credit Repair Cloud Knowledge
• Strong Customer Service Background

Hard Skills

• Data Entry
• Document Management
• Credit Report Processing
• Template Following
• Client Account Management

Soft Skills

• Detail-Oriented
• Professional Communication
• Organized
• Dependable
• Strong Comprehension

Industry Keywords

• Customer Service
• Financial Services
• Credit Education
• Credit Restoration
• Account Support

Tools & Technologies

• Experian
• CRM Software
• Credit Repair Cloud
• Dialpad
• Microsoft Office
• Google Workspace
• VPN Tools