Virtual Assistant – Merchant Lead Manager & Document Coordinator

We are a fast-growing business financing company looking for a sharp, confident, and highly organized woman who thrives on fast-paced communication and isn't afraid to pick up the phone.
We work with highly competitive financing leads from platforms like ---------- and LendingTree — where multiple lenders are reaching out to the same merchant simultaneously. Speed wins deals here. We need someone who moves fast, follows up fearlessly, and knows how to build instant rapport with business owners over the phone.
If you're the type of woman who can make a merchant feel comfortable in the first 30 seconds of a cold call, stay cool under pressure, and juggle multiple leads without dropping the ball — we want to hear from you.

What You'll Be Doing

Immediately calling new merchant leads the ---------- nt they come in — speed is everything
Building quick rapport with business owners via phone, text, and email
Confidently following up multiple times until documents are received
Requesting and organizing required documents:

Last 4 months bank statements
Driver's license / ID
Voided business check


Keeping CRM and deal files updated and organized for our underwriting team
Tracking each lead's status and ensuring nothing falls through the cracks


You're the Perfect Fit If You:

Have a warm, confident, and persuasive phone presence
Are a natural at cold calling and don't take "not yet" personally
Are extremely responsive during U.S. business hours
Write and speak English fluently and professionally
Stay organized even when managing many leads at once
Are proactive — you follow up without being asked
Have experience with CRMs, Google Sheets, and email tools


Bonus Points For:

Experience in Merchant Cash Advance (MCA) or business lending
Background in sales, lead management, or financial services
Familiarity with document collection workflows


To Apply, Please Share:

Your experience with cold calling and lead follow-up
A brief description of your phone communication style
Your internet speed test results
Your availability during U.S. business hours
Any experience with business financing, MCA, or sales support


We are looking for someone who can hit the ground running and start immediately. If you love talking to people, thrive in a fast-moving environment, and want to grow with a winning team — apply now.