CLR (Customer Lending Representative)

West Capital Lending, Inc.; Troy (MI); On-site; USD 42,000 - 65,000; Full time

Job summary

West Capital Lending, Inc. is seeking a CLR (junior loan officer) to assist clients with mortgage inquiries, pre-approve, and manage communications across Email, Calls, and Text messages. You will maintain client interaction records and collaborate with bankers to ensure regulatory compliance.

This role offers a pathway to growth within the branch team. The position emphasizes customer service, data accuracy, and a proactive approach to guiding clients through the loan process, with emphasis on

Qualifications

• Experience in mortgage industry is a plus but not required.
• Strong interpersonal and communication abilities.
• Sales experience welcomed but not mandatory.
• Comfort with computer/phone for daily tasks.
• Excellent attention to detail and organizational skills.

Responsibilities

• Provide exceptional customer service by assisting clients with 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 regulatory compliance.

Skills

People skills

Communication

Sales experience

Computer proficiency

Attention to detail

Tools

CRM software

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