CPT-11613 Credit Consultation & Client Engagement Virtual Assistant
20four7VA
WorldwideFully remoteFull TimeEntry Level, JuniorFinance & Banking
Posted 2 hours ago2h agoApply link checked 1 hour ago
Why we think you can apply
- Hiring model
- Open worldwide · the employer states no country restriction
- Work from
- Anywhere, the UAE included
Posted 2 hours ago · apply link checked 1 hour ago
About the role
Responsibilities
- Conduct scheduled intake calls with prospective clients
- Review client credit reports and explain findings using established procedures
- Conduct scheduled follow-up calls and Zoom consultations as trained
- Manage appointments on the company's shared calendar and maintain client notes
- Escalate complex questions to management
Requirements
- Excellent spoken and written English
- Experience reading consumer credit reports preferred
- Client-facing or customer-service experience strongly preferred
- Mortgage, lending, credit repair, banking or financial-services experience preferred
- Organized, dependable and coachable
Benefits
- Competitive rates
- Weekly payments
- Free training and upskilling
About the Company
A Maryland-based financial-wellness company specializing in credit repair and homeownership preparation, working with realtors and mortgage lenders.
What we look for
- Excellent spoken and written English
- Experience reading consumer credit reports preferred
- Client-facing or customer-service experience strongly preferred
- Mortgage, lending, credit repair, banking or financial-services experience preferred
- Organized, dependable and coachable
CRMCustomer ServiceGoogle WorkspaceMicrosoft OfficeZoomIdentityIQCredit Repair Cloud
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20four7VA
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NeverApply scores every new listing against your CV, salary floor and visa. A handful of real matches by morning.
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