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About the Role

Handle credit disputes for clients from start to finish, including intake, filing disputes with major bureaus, and account management. Accuracy and attention to detail are crucial due to the sensitive nature of client information.

Responsibilities

• Take in client information (SSN, driver's license, account logins) through the Tally intake form.
• Fill out and file dispute templates and documents in Google Docs, including inserting screenshots of IDs and bills.
• File disputes through CFPB.org and consumerfinance.gov.
• Upload disputes and documents into bureau and institution portals (TransUnion, Equifax, Experian, LexisNexis, ChexSystems, Innovus, DataX, Early Warning Systems (EWS), and Clarity).
• Monitor for reinsertions and re-dispute as needed.
• Set up and manage a verification phone number (Text Verified) and handle 2FA codes for the client.
• Set up and manage a Gmail or Outlook account for the client.
• Send physical mail through LetterStream when required.
• Log daily work and task status in Trello, keeping detailed notes in Google Docs.
• Submit a short end-of-day report (EODR) covering daily work.
• Join daily team meetings/morning reviews.
• Assist with business setup tasks for clients, such as Secretary of State registration, domain purchase, website setup via Cloudflare, business email, and business phone number.
• Potential to grow into a leadership role as the team scales.

Requirements

• Able to fill out and file disputes through CFPB.org and consumerfinance.gov.
• Able to navigate bureau and institution portals (TransUnion, Equifax, Experian, LexisNexis, ChexSystems, Innovus, DataX, EWS, Clarity).
• Able to set up and manage a verification phone number (Text Verified) and handle 2FA codes on the client's behalf.
• Able to set up and manage a Gmail or Outlook account for the client.
• Able to build and edit documents in Google Docs, including inserting images into templates.
• Comfortable using Canva.
• Able to send physical mail via LetterStream when needed.
• Extremely accurate and detail-oriented with precise spelling, capitalization, spacing, and numbers.
• Able to work independently without micromanagement.
• Able to consistently complete a full day's expected workload.
• Brings a positive, high-energy attitude to the team.
• Willing to log daily activity/time and submit short end-of-day reports.
• Willing to join daily team meetings and morning reviews.
• Agree to use Teramind (time tracking app).
• Willing to sign NDA, non-circumvention, non-compete, and indemnification/hold-harmless agreements.

Skills

• Google Docs
• Canva
• LetterStream
• Trello
• Teramind
• Whisper AI
• Cloudflare
• AI
• Claude
• Meditation
• Mindfulness

Location

• Fully remote

Work Type

• Full-time

Experience Level

• Leadership or management experience/background (Highly Preferred)
• AI experience (Highly Preferred)
• Experience with credit dispute or credit repair work (Nice to Have)

Salary/Compensations

• $1000 USD per month