Legal & Collections Virtual Assistant

Overview

This role is for a Legal & Collections Virtual Assistant supporting a US-based client in the lending and financial services industry. The position involves preparing, reviewing, organizing, and maintaining sensitive legal and financial documentation related to loan accounts, delinquent accounts, and loan-default cases.

The ideal candidate is highly organized, detail-oriented, and trusted with confidential financial and legal information while working independently and following established standard operating procedures (SOPs).

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
• Prepare and organize demand letters and other collections-related or potential legal action documentation using approved templates and procedures
• Identify missing documents, discrepancies, and incomplete information for follow-up
• Ensure 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
• Gather and organize documents required for debt recovery and legal review
• Flag discrepancies or missing information for review by the appropriate team
• Support 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 required documents are present and 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 for 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

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
• Strong 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
• Ability 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

Compensation & Benefits

• $5/hour

Location / Work Setup

• 100% Work From Home

Schedule

• Monday to Friday
• Full-Time or Part-Time depending on client requirements
• Night shift (US business hours)