Credit & Finance Advising Assistant jobs in United States
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Credit Suite, Business Credit Specialists · 1 month ago

Credit & Finance Advising Assistant

Credit Suite Inc. is dedicated to helping small business owners obtain money and credit to succeed. They are seeking Advising Assistants to support clients in their business credit-building journey through effective communication and service.

CreditFinanceFinTechSmall and Medium BusinessesSoftware

Responsibilities

Handle 20+ inbound and outbound calls per hour with professionalism and empathy
Guide clients through our business credit-building program
Use platforms like HubSpot and GHL to manage communication and tasks
Support clients via email and follow-up as needed
Collaborate with our remote team to ensure outstanding service delivery

Qualification

Fluent EnglishFluent SpanishHubSpotCustomer service experienceTech-savvyWilling to learnCommunication skillsDetail-oriented

Required

Fluent English (spoken and written) with a neutral or clear accent
Fluent Spanish (spoken and written) Native speaker or multilingual required
Excellent communication skills — friendly, professional, and confident on the phone
Customer-first mindset — you genuinely care about helping others
Tech-savvy — comfortable using multiple tools and systems
Detail-oriented & organized — can multitask and prioritize under pressure
Willing to learn & grow — this is a long-term opportunity
Reliable high-speed internet and a quiet, professional home workspace
Must be able to work full-time on US Eastern Time hours

Preferred

Prior call center or customer service experience

Company

Credit Suite, Business Credit Specialists

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Credit Suite is a business credit builder company, credit card stacking company, and small business loan company.

Funding

Current Stage
Growth Stage

Leadership Team

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Ty Crandall
CEO, Business Credit Building Expert
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Company data provided by crunchbase