Legal & Collections Virtual Assistant

HIRING: Legal & Collections Virtual Assistant

We are looking for a highly organized, detail-oriented, and trustworthy Legal & Collections Virtual Assistant to support a US-based client in the lending and financial services industry.

The ideal candidate has hands-on experience in legal administrative support, paralegal assistance, debt collection, loan or mortgage processing, or financial documentation, with the ability to prepare, review, organize, and maintain documents related to loan accounts, delinquent accounts, and loan-default cases.

The successful candidate should have excellent written and spoken English, strong attention to detail, and the ability to handle sensitive financial and legal information with professionalism and discretion. The candidate must be comfortable following detailed standard operating procedures (SOPs), maintaining accurate records, and working independently while ensuring the accuracy and confidentiality of all documents.

Responsibilities

Legal & Loan Documentation

• Prepare, review, organize, and maintain documentation related to loan accounts and loan-default cases
• Review loan applications and supporting financial documents for completeness and accuracy
• Organize payslips, bank statements, loan agreements, payment records, and other supporting documents
• Maintain well-organized digital files for delinquent accounts and potential legal cases
• Assist in preparing and organizing legal documents and supporting evidence for case review
• Assist with preparing demand letters and other documentation related to collections or potential legal action, using approved templates and procedures
• Identify missing documents, discrepancies, and incomplete information for follow-up
• Ensure all documentation is accurate, properly labeled, and stored in the appropriate folders
• Follow established procedures when handling loan-default and legal case documentation

Collections & Account Documentation

• Assist in organizing and maintaining records of delinquent loan accounts and outstanding balances
• Review account histories, payment records, and supporting documents
• Track the status of delinquent accounts, outstanding requirements, and pending documentation
• Maintain accurate records of collection activities, case updates, and account-related correspondence
• Assist with gathering and organizing documents required for debt recovery and legal review
• Flag discrepancies or missing information for further review by the appropriate team
• Support the preparation of account summaries and documentation for internal review
• Follow established workflows and escalation procedures for overdue accounts and pending cases

Document Review & Financial Records

• Review confidential financial documents, including payslips, bank statements, loan applications, and payment histories
• Verify that required documents are present and that information is consistent across records
• Organize financial information and supporting documents for easy reference
• Maintain accurate trackers, spreadsheets, and case documentation
• Conduct administrative research to locate, verify, and organize relevant information
• Follow strict confidentiality and data-handling procedures when accessing sensitive financial information
• Ensure records are updated accurately and maintained according to company procedures

Administrative Support & Coordination

• Maintain organized digital filing systems, case folders, and document trackers
• Update spreadsheets, databases, and account records
• Monitor pending documents, deadlines, and outstanding requirements
• Follow up on missing information through approved communication channels
• Prepare clear summaries and status updates for the client or internal team
• Follow detailed SOPs and established workflows consistently
• Manage multiple accounts and documentation tasks while meeting deadlines
• Communicate professionally with the team regarding document discrepancies, pending requirements, and case updates

Qualifications

• Previous experience as a Legal Virtual Assistant, Legal Administrative Assistant, Paralegal Assistant, Collections Specialist, Debt Recovery Specialist, Loan Processor, Mortgage Processor, or similar role
• Proven experience handling legal documents, loan documentation, collections, delinquent accounts, or financial records
• Hands-on experience reviewing and organizing documents such as loan applications, p…