Welcome new clients and guide them through the onboarding process
Walk clients through the company's CRM and client portal
Answer general client questions regarding services and next steps
Schedule client consultations with the business owner
Maintain regular follow-up communication to keep clients informed throughout the dispute process
Review and analyze client credit reports following established training and procedures
Prepare dispute letters using approved templates and client-specific information
Submit dispute letters electronically through LetterStream
Maintain accurate dispute documentation and processing records
Monitor dispute progress and communicate updates as needed
Maintain accurate client information within Client Dispute Manager
Update client records, notes, and dispute activity
Organize client files and supporting documentation
Assist with general administrative and workflow management tasks
Provide professional, high-quality customer service

Prior credit repair experience preferred (must undergo 20four7VA basic Credit Repair Training module)
Customer service experience required
Experience with client onboarding or account management preferred
Familiarity with Client Dispute Manager or similar credit repair CRM preferred
Strong organizational and documentation skills
Ability to analyze client information and follow established dispute procedures
Strong written and verbal English communication skills

Credit Repair Client Success, Dispute Processing Virtual Assistant

Key skills