Junior Loan Officer Trainee - Fast-Track to Loan Officer

West Capital Lending, Inc.; Plano (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

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

Ideal candidates have sales or customer service experience and are comfortable with high-volume dialing. Duties include assisting clients with mortgage inquiries, pre-approving potential clients, and managing outreach campaigns while maintaining accurate records.

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.

Responsibilities

• 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.

Skills

People skills

Sales experience

Communication skills

Attention to detail

Organizational skills

Multitasking

Typing (10-key)

Job description

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

Ideal candidates have sales or customer service experience and are comfortable with high-volume dialing. Duties include assisting clients with mortgage inquiries, pre-approving potential clients, and managing outreach campaigns while maintaining accurate records.