Entry-Level Mortgage Lending Associate

West Capital Lending; Roseville (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

West Capital Lending is seeking a Customer Lending Representative in Roseville, CA. This entry-level role focuses on building foundational mortgage industry knowledge through hands-on training and mentorship from seasoned Mortgage Loan Officers.

You will contact prospective borrowers, follow scripts to assess goals and eligibility, and coordinate with licensed officers to advance loans. A proactive, client-service mindset is essential for success.

Qualifications

• Excellent communication and interpersonal skills.
• Strong customer service mindset and a passion for helping others.
• Attention to detail and solid organizational abilities.
• Self-motivated, coachable, and eager to learn.
• Desire to build a long-term career in sales and mortgage lending.

Responsibilities

• 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.

Skills

Communication skills

Customer service mindset

Detail-oriented

Self-motivated

Career oriented

Job description

West Capital Lending is seeking a Customer Lending Representative in Roseville, CA. This entry-level role focuses on building foundational mortgage industry knowledge through hands-on training and mentorship from seasoned Mortgage Loan Officers.

You will contact prospective borrowers, follow scripts to assess goals and eligibility, and coordinate with licensed officers to advance loans. A proactive, client-service mindset is essential for success.