CPT-11613 Credit Consultation & Client Engagement Virtual Assistant

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

• Review client credit reports and identify relevant account information and potential concerns
• Participate in and gradually conduct scheduled Zoom consultations as trained
• Help explain credit-report findings and basic credit concepts using established procedures
• Discuss client goals and anticipated homeownership timelines
• Communicate client-approved service information and refer complex questions to management

• Conduct scheduled follow-up calls with existing clients
• Provide updates based on information available in the client's records
• Follow up on outstanding requirements and next steps
• Assist with Rent Reporters meetings and related client communication
• Escalate questions or concerns requiring internal team assistance

• Manage assigned appointments using the company's shared calendar
• Follow the appropriate procedures for different appointment types
• Review referral-source information before contacting clients
• Maintain accurate consultation notes, client records, and follow-up items
• Coordinate with internal team members as needed

• Excellent communicator with strong rapport-building skills
• Familiar with consumer credit reports and basic credit concepts
• Warm, empathetic, patient, and confident when speaking with clients
• Able to explain information clearly and conversationally
• Organized and dependable with appointments and follow-up
• Coachable and comfortable learning client-specific procedures
• Professional and attentive to clients' financial concerns

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior, and Advanced Level
• Contracted Hours per Week: 40 hours/week
• Daily Working Time: 9:00 AM - 5:00 PM EST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 2
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English Required (Bilingual English/Spanish a plus)
• ACCENT PREFERENCE: Level A-B (Excellent Spoken English Required)
• REGION PREFERENCES: Any (Offshore or Nearshore)

• Credit Repair Cloud – Training Provided
• IdentityIQ / Credit Reporting Platforms – Familiarity Preferred
• Zoom
• Google Calendar / Google Workspace
• Microsoft Office / Google Sheets

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 9:00 AM - 5:00 PM EST

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.

• 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