Customer Lending Representative

West Capital Lending; Irvine (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

West Capital Lending is seeking a Customer Lending Representative (Junior Loan Officer) to join our frontline team. You will get hands-on training, mentorship, and a clear path to becoming a licensed Loan Officer in about six months.

You will handle mortgage inquiries from clients, conduct outreach via calls and messages, and maintain accurate records while learning compliance and loan process basics.

Qualifications

• Previous mortgage industry experience is a plus but not required.
• Sales or customer service experience preferred.
• Proficiency with a computer and phone.
• Excellent communication skills, both verbal and written.

Responsibilities

• Provide exceptional customer service by assisting clients with their mortgage inquiries.
• Handle Email, Calls and Text Message campaigns to prospective clients.
• Maintain accurate records of all client interactions using software.
• Pre-approve potential clients with a series of 5 questions.
• Collaborate with other bankers to ensure compliance with regulations and policies.
• Utilize dialing systems to reach a target number of outbound calls and transfers per day.

Skills

Customer service

Outbound dialing

Communication

Attention to detail

Job description

Are you looking to break into the mortgage industry or take the next step in your banking or sales career? As a Customer Lending Representative (Junior Loan Officer), you'll receive hands-on training, mentorship, and real career development to prepare you for a successful future as a Loan Officer.

At West Capital Lending, we believe in growth from within. This role is designed to build a foundation that prepares you to promote into a licensed Loan Officer role in 6 months.

Duties:

• Provide exceptional customer service by assisting clients with their mortgage inquiries.
• Handle Email, Calls and Text Message campaigns to prospective clients.
• Maintain accurate records of all client interactions using software.
• Pre-approve potential clients with a series of 5 questions.
• Collaborate with other bankers to ensure compliance with regulations and policies.
• Utilize dialing systems to reach a target number of outbound calls and transfers per day.

Qualifications:

• Previous experience in mortgage industry is a plus but not required.
• Sales or customer service experience preferred.
• 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.
• Experience with high volume outbound dialing is a plus but not required.
• Eager to learn about the mortgage industry.