Mortgage Lending Trainee: Path to Licensed Loan Officer

West Capital Lending; Tempe (AZ); On-site; USD 38,000 - 45,000; Full time

Job summary

West Capital Lending is seeking a Customer Lending Representative in Tempe, AZ. This entry-level role offers hands-on training and mentorship from experienced Mortgage Loan Officers to grow into a licensed Mortgage Loan Officer.

You will handle client inquiries, follow scripts, and guide borrowers through the early loan stages while building industry experience in a fast-paced, team-oriented environment.

Qualifications

• Strong communication and interpersonal skills are essential.
• Excellent customer service mindset with a passion for helping others.
• Detail-oriented with strong organizational abilities.
• Self-motivated, coachable, and eager to learn.
• Strong work ethic and desire to build a long-term sales/mortgage career.

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

Organization

Self-motivated

Sales mindset

Tools

CRM systems

Job description

West Capital Lending is seeking a Customer Lending Representative in Tempe, AZ. This entry-level role offers hands-on training and mentorship from experienced Mortgage Loan Officers to grow into a licensed Mortgage Loan Officer.

You will handle client inquiries, follow scripts, and guide borrowers through the early loan stages while building industry experience in a fast-paced, team-oriented environment.