Funding Specialist Virtual Assistant

We are hiring a highly organized and detail-oriented Funding Specialist Virtual Assistant to help manage clients through the U.S. business funding process.

This role is ideal for a candidate with hands-on experience in U.S.-based business funding solutions, including 0% APR business credit card stacking strategies, business lines of credit, personal loans, and comprehensive funding optimization strategies.

The ideal candidate understands funding sequences, lender qualification criteria, and how to structure financing options to maximize access to capital for business owners.

Technology & CRM Expertise: Must have an advanced understanding of GoHighLevel (GHL) CRM and its core features, including email marketing, SMS/text messaging, automated follow-up sequences, workflow automation, lead nurturing, pipeline management, appointment scheduling, and contact management. The ideal candidate should be comfortable building, managing, and optimizing CRM workflows to streamline operations, improve lead conversion, and maintain consistent communication with prospects and clients.

You will be responsible for assisting approximately 10–15 funding clients per month, helping guide them through applications, communicating with lenders and bankers, and ensuring smooth follow-up throughout the funding process.

Responsibilities:

Manage 10–15 funding clients monthly
Assist clients via Zoom calls or phone calls during personal or business funding applications
Follow up with clients regarding pending applications and required documents

Help clients complete online applications for:

Business credit cards
Business lines of credit
Personal loans
Business funding products
Coordinate introductions between clients and bankers/lenders
Track application progress and maintain organized client records
Communicate approvals, updates, denials, and next steps with the internal team
Ensure clients are properly guided throughout the funding process
Maintain professionalism and confidentiality with sensitive financial information

Requirements:

MUST HAVE EXPERIENCE WITH U.S. FUNDING PRODUCTS

Please do not apply unless you already have experience with at least some of the following:

U.S. business credit cards
Business funding / credit card stacking
Business lines of credit
Personal loans
SBA or traditional lending familiarity (preferred)
Understanding of U.S. credit and lending terminology
GoHighLevel (GHL) CRM

You should be familiar with concepts such as:

Credit utilization
Credit scores
Business funding approvals
Underwriting basics
Personal guarantees
Funding sequencing
Bank relationships
Soft pull vs hard pull
Ideal Candidate
Prior experience in business funding, lending, credit repair, loan processing, or financial services
Strong English communication skills
Comfortable speaking with U.S. based clients via Zoom or phone
Extremely organized and detail-oriented
Able to follow up consistently with clients and lenders
Professional and confident communication style
Reliable internet and quiet work environment
Comfortable working in U.S. business hours when needed

Compensation

Please include:

Your relevant funding or lending experience
Examples of products you’ve worked with
Your expected monthly salary
Availability

To Apply

Please answer the following:

What experience do you have with U.S. business funding or personal loans?
Have you worked with business credit card stacking or lines of credit before?
Are you comfortable assisting clients on Zoom calls during applications?
What CRMs or systems have you used?
Why would you be a strong fit for this role?

Important: Applications without direct experience in U.S. funding, lending, or credit-related industries will not be considered.