Freelance Caller / Virtual Assistant for Lender Outreach (Commercial Finance / Banking)

We are looking for a sharp, professional freelance caller / virtual assistant to support lender outreach for a live acquisition financing process. We are a HoldCo evaluating an oilfield services / well-maintenance acquisition and need help contacting banks, private credit firms, and commercial lenders to identify the right decision-makers, confirm lending mandate fit, and help generate momentum for follow-up conversations. This is **not a hard-sales role**. You will not be expected to pitch the full deal or negotiate terms. Your role is to make professional outbound calls, introduce the opportunity at a high level, ask a few qualification questions, identify the right contact person, and log outcomes clearly. **What you’ll do:** Call banks, lenders, and finance firms in the U.S. and Canada; confirm whether they lend to oilfield services/energy services businesses; identify the correct relationship manager or credit contact; gather email addresses or assistant details where possible; and maintain a clean tracker of outreach status, responses, and next steps. **Ideal background:** You should be confident, polished, organized, and comfortable speaking with bankers and finance professionals. Prior experience in B2B calling, executive assistant work, commercial lending, private credit, or financial services outreach is a strong plus. Clear English and professionalism on the phone are essential. **Important:** We need someone who can sound credible and professional with lenders. Experience speaking to banks, commercial finance teams, or investment professionals is strongly preferred. **Deliverables:** A structured outreach tracker showing who was called, who was reached, what their lending mandate appears to be, whether they are a fit, and what the next step should be. In most cases, the ideal outcome would be to set up a call between the lender and our CFO. **To apply:** Please send a short note describing your experience with outbound calling, lender outreach, financial services, or commercial banking contacts. If you have done similar work before, include a brief example.