CLR (Customer Lending Representative)

West Capital Lending; Troy (MI); On-site; USD 42,000 - 68,000; Full time

Job summary

West Capital Lending is seeking a CLR (junior loan officer) to assist clients with mortgage inquiries and to pre-approve prospects in Troy, MI. You will manage email, call, and text campaigns and keep precise records of all client interactions using company software.

The role emphasizes strong communication, people skills, and attention to detail as you grow into a Branch Manager role within six months. Compensation expectations include a potential path to higher earnings as you advance.

Qualifications

• Mortgage experience is a plus but not required.
• Excellent verbal and written communication skills.
• Good people skills and ability to interact with clients professionally.
• Proficient with computers and phone for daily tasks.
• Strong organizational abilities and attention to detail.

Responsibilities

• Provide exceptional customer service for mortgage inquiries.
• Pre-Approve potential clients.
• Handle Email, Calls and Text Message campaigns to prospects.
• Maintain accurate client interaction records in software.
• Preapprove clients using a series of five questions.
• Collaborate with bankers to ensure regulatory compliance.
• Utilize typing skills for efficient data entry and record management.

Skills

Customer service

Communication

Sales experience

Tech literacy

Attention to detail

Job description

Duties of a CLR (sometimes known as a junior loan officer or customer lending representative)

• Provide exceptional customer service by assisting clients with their mortgage inquiries.
• Pre-Approve potential clients.
• Handle Email, Calls and Text Message campaigns to prospective clients.
• Maintain accurate records of all client interactions using software.
• Preapprove clients with a series of 5 questions.
• Collaborate with other bankers to ensure compliance with regulations and policies.
• Utilize 10 key typing skills for efficient data entry and record management.

Qualification

• Previous experience in mortgage experience is a plus but not required
• Good People Skills
• Sales experience is preferred but not required
• Proficiency with a computer and phone
• Excellent communication skills, both verbal and written, to effectively interact with clients
• Attention to detail and strong organizational abilities to manage multiple tasks efficiently. If you are passionate about helping clients achieve their financial goals and have the qualifications we seek, this is a truly life changing opportunity to move up into a Branch Manager role in 6 months. Branch managers generally make anywhere from 10k-20k a month