Operations Assistant
Budget: $8 – $15 USD
JOB TITLE
Operations Assistant for Business Funding Company (Client Onboarding + Credit Review)
PROJECT DESCRIPTION
We are a fast-growing business funding company seeking a reliable Operations Assistant to support our client onboarding process, credit report reviews, and pre-funding operational tasks.
This role is perfect for someone who is organized, detail-oriented, and eager to learn how the business funding industry works. We will train you step-by-step on how to review credit reports, prepare clients, and follow our internal SOPs before we submit cases for business funding.
This position is long-term with consistent weekly work.
RESPONSIBILITIES
Client Onboarding
Welcome and onboard new clients
Collect required documents and verify completeness
Enter client data into CRM and tracking sheets
Ensure each client completes pre-funding steps
Credit Report Review (training provided)
Review Experian/Equifax/TransUnion credit reports
Identify negative items, utilization, inquiries, and red flags
Prepare simple credit readiness summaries
Alert the team when clients need additional steps
Operations & Administration
Maintain client progress sheets
Organize document folders and naming systems
Communicate with clients regarding next steps
Follow SOP checklists to ensure smooth workflow
Assist with pre-underwriting tasks before we apply for funding
Support the funding team with miscellaneous admin tasks
(Optional after training)
Conduct brief intro calls to explain the process
Help clients complete their personal/business profile
REQUIREMENTS
Strong English (written + verbal) and Strong Russian (written+ verbal)
High attention to detail
Comfortable working with documents, spreadsheets, and checklists
Fast learner — willing to understand funding workflows
Reliable communication & ability for daily updates
Stable internet connection
Experience in finance/credit (preferred but NOT required)
Experience as VA/operations/admin support is a plus
SKILLS NEEDED
Data entry
Client communication
Credit report understanding (training provided)
Google Sheets
CRM familiarity
Document organization
Problem-solving
Ability to follow detailed SOPs
Operations Assistant for Business Funding Company (Client Onboarding + Credit Review)
PROJECT DESCRIPTION
We are a fast-growing business funding company seeking a reliable Operations Assistant to support our client onboarding process, credit report reviews, and pre-funding operational tasks.
This role is perfect for someone who is organized, detail-oriented, and eager to learn how the business funding industry works. We will train you step-by-step on how to review credit reports, prepare clients, and follow our internal SOPs before we submit cases for business funding.
This position is long-term with consistent weekly work.
RESPONSIBILITIES
Client Onboarding
Welcome and onboard new clients
Collect required documents and verify completeness
Enter client data into CRM and tracking sheets
Ensure each client completes pre-funding steps
Credit Report Review (training provided)
Review Experian/Equifax/TransUnion credit reports
Identify negative items, utilization, inquiries, and red flags
Prepare simple credit readiness summaries
Alert the team when clients need additional steps
Operations & Administration
Maintain client progress sheets
Organize document folders and naming systems
Communicate with clients regarding next steps
Follow SOP checklists to ensure smooth workflow
Assist with pre-underwriting tasks before we apply for funding
Support the funding team with miscellaneous admin tasks
(Optional after training)
Conduct brief intro calls to explain the process
Help clients complete their personal/business profile
REQUIREMENTS
Strong English (written + verbal) and Strong Russian (written+ verbal)
High attention to detail
Comfortable working with documents, spreadsheets, and checklists
Fast learner — willing to understand funding workflows
Reliable communication & ability for daily updates
Stable internet connection
Experience in finance/credit (preferred but NOT required)
Experience as VA/operations/admin support is a plus
SKILLS NEEDED
Data entry
Client communication
Credit report understanding (training provided)
Google Sheets
CRM familiarity
Document organization
Problem-solving
Ability to follow detailed SOPs