Customer Lending Representative

West Capital Lending; Nashville (TN); On-site; USD 35,000 - 45,000; Full time

Job summary

A financial services company in Nashville is seeking a Customer Lending Representative to connect with potential borrowers interested in home purchase or refinance options. The role involves handling a high volume of calls, qualifying leads, and transferring prospects to Loan Officers. Ideal candidates are energetic and able to thrive in a metrics-driven environment. This full-time position offers a dynamic work environment with opportunities to build professional relationships.

Qualifications

• Energetic and resilient, with the ability to thrive in a fast-paced environment.
• Experience in customer service or sales is a plus.
• Effective at following structured call scripts and qualifying leads.

Responsibilities

• Engage with potential borrowers through high-volume calls.
• Follow call scripts to understand borrower goals.
• Qualify leads and schedule appointments with Loan Officers.

Skills

High-volume call handling

Customer rapport building

Strong communication

Tools

CRM systems

Job description

Customer Lending Representative

The Customer Lending Representative (CLR) is responsible for engaging with potential borrowers who are exploring home purchase or refinance options. This role serves as the first point of contact for prospects, conducting high-volume outreach, qualifying leads, and connecting interested borrowers with licensed Loan Officers. The ideal candidate is energetic, resilient, and thrives in a fast-paced, metrics-driven environment.

• Handle a high volume of inbound and outbound calls to connect with prospective borrowers
• Follow a structured call script to understand borrower goals and determine eligibility
• Ask qualifying questions to identify high-intent prospects for mortgage purchase or refinance needs
• Build rapport with potential borrowers to establish trust and professionalism
• Schedule appointments and transfer qualified prospects to licensed Loan Officers in real time
• Maintain accurate, detailed, and timely notes within CRM systems
• Organize daily call lists, follow-ups, and call-back schedules

Seniority level: Entry level

Employment type: Full‑time

Job function: Customer Service

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