Funding Virtual Assistant (Credit & Funding Specialist)

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: TYPE OF WORK

Any

: SALARY

4.00

: HOURS PER WEEK

20

: DATE UPDATED

Jul 28, 2026

JOB OVERVIEW

Funding Virtual Assistant (Credit & Funding Specialist)

Company: T&E Simple Solutions LLC
Location: Remote
Position: Full-Time / Part-Time

About Us

T&E Simple Solutions helps clients improve their credit while positioning them for personal and business funding. Our goal isn't just to repair credit. We prepare clients to qualify for the highest funding amounts possible.

We're looking for a detail-oriented Funding Virtual Assistant who understands credit reports, lending guidelines, and can identify which clients are ready for funding and which clients still need improvement.

Position Overview

The Funding Virtual Assistant will review client credit profiles, determine funding readiness, prioritize clients based on approval potential, and work closely with our credit repair team to maximize funding opportunities.

This person should understand what lenders look for and be able to identify strengths, weaknesses, and the best next steps for every client.

Key Responsibilities
Review Credit Reports
Analyze Experian, Equifax, and TransUnion reports
Review SmartCredit and MyFreeScoreNow reports
Evaluate overall credit health
Identify funding opportunities
Determine Funding Readiness

Review factors including:

Credit Scores
Payment History
Credit Utilization
Number of Inquiries
Average Age of Accounts
Revolving Accounts
Installment Accounts
Derogatory Accounts
Collections
Charge-Offs
Bankruptcies
Public Records
Recent Credit Activity
Prioritize Clients

Create daily funding priority lists such as:

Priority 1 (Immediate Funding)

Clients ready for funding now.

Examples:

700+ scores
Low utilization
Strong payment history
Few inquiries
Clean profile

These clients should be contacted immediately.

Priority 2 (Near Funding Ready)

Clients needing minor improvements.

Examples:

Utilization needs lowering
Waiting on one dispute
Waiting for inquiries to age
One account reporting late

These clients should be monitored weekly.

Priority 3 (Not Funding Ready)

Clients requiring additional credit work.

Examples:

High utilization
Multiple collections
Recent charge-offs
Thin credit file
Numerous recent inquiries

Provide recommendations for what needs to improve before funding.

Funding Analysis

For every client, determine:

Estimated funding potential
Best funding timeline
Recommended lenders
Personal funding eligibility
Business funding eligibility
Whether tradelines would help
Whether utilization reduction is needed
Whether additional primary accounts are recommended
Client Communication
Explain funding recommendations clearly
Schedule funding consultations
Follow up with clients
Answer funding-related questions
Keep detailed CRM notes
Daily Responsibilities
Review new credit reports
Prioritize funding candidates
Update funding tracker
Communicate with funding specialists
Coordinate with the credit repair department
Monitor clients becoming funding eligible
Follow up on pending funding applications
Qualifications

Required:

Strong understanding of personal credit
Knowledge of FICO scoring factors
Ability to analyze full credit reports
Excellent communication skills
Strong organizational skills
High attention to detail
Experience using CRMs

Preferred:

Credit repair experience
Personal funding experience
Business funding knowledge
SmartCredit experience
MyFreeScoreNow experience
Familiarity with GoHighLevel
Performance Metrics (KPIs)

The Funding VA will be measured by:

Credit reports reviewed per day
Funding consultations scheduled
Clients accurately prioritized
Funding approvals
Funding dollars generated
CRM accuracy
Client response time
Follow-up completion rate
What Success Looks Like

A successful Funding Virtual Assistant can look at a credit report and quickly answer:

Is this client fundable today?
If not, why?
What needs to change?
How long will it take?
Which lenders are the best fit?
What is the estimated funding potential?
Should this client be prioritized over others?

Our ideal candidate doesn't simply review reports. They identify opportunities, maximize funding potential, and ensure the right clients are moved to the front of the line so our team focuses on the highest-probability approvals first.

This role is critical to helping clients secure funding faster while increasing approval rates and overall funding volume for the company.

SKILL REQUIREMENT

Attention to Detail Organization

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Funding Virtual Assistant (Credit & Funding Specialist)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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