Mortgage Lead Engagement Specialist

West Capital Lending, Inc.; Livonia (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

West Capital Lending, Inc. in Livonia, MI is seeking an energetic Inside Sales/Outreach Specialist to engage potential borrowers exploring home purchase or refinance options.

This role serves as the first contact, handling high-volume outreach, qualifying leads, and connecting borrowers with licensed Loan Officers. You will learn mortgage vocabulary, work from a script, and aim to meet daily activity targets, with a clear path to future Loan Officer opportunities as licensing and performance

Qualifications

• Prior outbound calling or inside-sales experience preferred.
• Mortgage experience is helpful but not required.
• Clear, professional phone presence and the ability to handle rejection.
• Comfort working from a script and hitting daily activity metrics.
• Reliable data entry and basic proficiency with a CRM or dialer.
• Excel is a plus.
• Willingness to learn mortgage vocabulary at a conversational level, without advising on loan products or terms.

Responsibilities

• Respond to customer inquiries via phone and email regarding mortgage inquiries, applications, and general account questions
• Provide clear, accurate information while maintaining a professional and empathetic tone
• Meet daily activity standards for dials, contacts, and qualified transfers
• Analyze customer interaction trends to identify common issues and opportunities for improvement
• Provide feedback and recommendations to enhance service processes, efficiency, and customer satisfaction
• Ensure all customer interactions, documentation, and processes adhere to company policies, federal and state regulations, and mortgage industry standards

Skills

Outbound calling

Appointment setting

Inside sales

Professional phone presence

CRM usage

Excel (basic)

Tools

CRM/dialer

Excel

Job description

West Capital Lending, Inc. in Livonia, MI is seeking an energetic Inside Sales/Outreach Specialist to engage potential borrowers exploring home purchase or refinance options.

This role serves as the first contact, handling high-volume outreach, qualifying leads, and connecting borrowers with licensed Loan Officers. You will learn mortgage vocabulary, work from a script, and aim to meet daily activity targets, with a clear path to future Loan Officer opportunities as licensing and performance