Customer Lending Representative

West Capital Lending, Inc.; Plano (TX); On-site; USD 52,000 - 56,000; Full time

Job summary

West Capital Lending, Inc. is seeking a Customer Lending Representative (Junior Loan Officer) in Plano, TX. This entry-level role offers hands-on training, mentorship, and a clear path to a Loan Officer position within 3-6 months.

You will handle mortgage inquiries, pre-qualifications, and client communications while learning the mortgage process. Strong communication and detail orientation are essential, with a willingness to learn and grow in a high-volume environment.

Qualifications

• Previous mortgage industry experience is a plus but not required.
• Strong communication and organizational skills.
• Comfortable with high-volume dialing and multitasking.
• Proficiency with a computer and phone.

Responsibilities

• Assist clients with mortgage inquiries and pre-qualifications.
• Manage email, calls, and text campaigns to prospective clients.
• Maintain accurate client records in software.
• Collaborate with bankers to ensure regulatory compliance.

Skills

People skills

Sales experience

Computer & phone proficiency

Excellent 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 designed to prepare you for a successful future as a Loan Officer. The ideal candidate has prior experience in sales or customer service, is comfortable with high volume dialing, and is eager to learn about the mortgage industry.

At West Capital Lending, we believe in growth from within. Our goal is to help motivated individuals develop the skills, knowledge, and confidence needed to advance into a Loan Officer role in 3-6 months.

Duties

• 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.
• Pre-approve 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.

Qualifications

• Previous experience in mortgage industry 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.

Hours:

• MWF 9am-6pm
• T/TH 9am-7pm

Compensation:

• Total yearly average On Target Earnings (OTE): $52k+