Credit Counseling & Client Engagement VA — Remote

Humamaria; United States; Remote; USD 21,000 - 30,000; Full time

Benefits offered by this job

Weekly payments

Free training and upskilling

Remote work

Job summary

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, focusing on the United States, United Kingdom, Canada, and Australia. Two client-facing VAs will assist with intake calls, credit consultations, follow-ups, and credit education for a Maryland-based financial-wellness company.

The role involves reviewing credit information, explaining procedures, coordinating steps, and supporting clients through result-driven engagements with high-quality,

Qualifications

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

Responsibilities

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

Skills

Credit reports

English proficiency

Customer service

Finance/credit industry

Credit knowledge

CRM experience

Tools

Credit Repair Cloud

IdentityIQ / Credit Platforms

Zoom

Google Calendar / Workspace

Microsoft Office / Google Sheets

Job description

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, focusing on the United States, United Kingdom, Canada, and Australia. Two client-facing VAs will assist with intake calls, credit consultations, follow-ups, and credit education for a Maryland-based financial-wellness company.

The role involves reviewing credit information, explaining procedures, coordinating steps, and supporting clients through result-driven engagements with high-quality,