Business Compliance & Funding Readiness VA
Confidential employer
We are hiring an experienced Virtual Assistant to help manage business compliance and funding-readiness clients for a U.S.-based business consulting/funding company.
This is not a general VA position. Prior hands-on experience with business funding, business credit, loan processing, credit repair, underwriting support, or business compliance is strongly preferred.
Your role will be to review client files, identify what is complete or missing, collect documentation, update the CRM, follow up with clients, and help move businesses from compliance into legitimate funding readiness.
Responsibilities include:
Reviewing Secretary of State/entity information
EIN and business information verification
Business address, phone, email & website compliance
NAICS/SIC review
Business banking & bank statement review
Business credit profiles / D&B / Experian Business / Equifax Business
Collecting and organizing lender documentation
Reviewing files for inconsistencies or missing information
Updating CRM stages, notes & next actions
Following up with clients for missing documents
Helping determine whether a client is actually funding-ready instead of simply checking boxes
We are looking for someone who is organized, proactive, detail-oriented, fast, and able to think independently. We want someone who can take ownership of assigned client files and consistently move them forward.
Training will be provided on our systems and internal process, but we are not looking to teach business funding or compliance completely from scratch.
Compensation & Growth
Position begins with a 2-week paid trial
Starting compensation is dependent on verified experience
Long-term full-time opportunity is available
Compensation growth will be tied to performance, accuracy, independence, and results
The more clients you are able to accurately move through compliance and into true funding readiness, the more opportunity there will be for increased compensation and responsibility
We are looking for someone who can become more valuable as they become faster, more knowledgeable, and more capable of managing a larger client pipeline.
To apply, start your application with the words: FUNDING READY
Then answer:
1. How many years of experience do you have with business funding, business credit, compliance, credit repair, loan processing, or underwriting support?
2. What parts of the business funding/compliance process have you personally handled?
3. What experience do you have with D&B, Experian Business, Equifax Business, Secretary of State records, EIN documents, NAICS codes, business banking, or funding applications?
4. A client has an LLC, EIN, website, business email , phone, and bank account. What else would you review before d ---------- they are funding-ready?
5. Describe one actual funding, credit, or loan-processing client you personally worked on and what you were responsible for.
6. What is your desired hourly rate?
7. Are you available for full-time work after a successful 2-week trial?
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