Legal & Collections Virtual Assistant

Linkage Web Development

6d•Remote

About The Position

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.

Requirements

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, payslips, bank statements, loan agreements, or payment records
Familiarity with loan defaults, debt collection processes, legal case files, or documentation for potential legal action is a strong advantage
Experience preparing or organizing demand letters, collection notices, or other legal correspondence is preferred
Excellent attention to detail and accuracy when reviewing sensitive documents
Strong written and spoken English communication skills
Excellent organizational, administrative, and research skills
Proficient in Google Workspace or Microsoft Office, particularly Google Sheets, Microsoft Excel, and document management tools
Ability to follow detailed SOPs and maintain consistent documentation standards
Comfortable handling confidential financial information and sensitive customer records
Able to work independently, manage multiple tasks, and meet deadlines
Professional, dependable, discreet, and highly detail-oriented
Experience supporting US-based lending, financial services, legal, or collections operations is a strong advantage

Responsibilities

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
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
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
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