Mortgage Operations & Onboarding Specialist

West Capital Lending; Plano (TX); On-site; USD 48,000 - 70,000; Full time

Job summary

West Capital Lending in Plano, TX is seeking a detail-oriented Onboarding Coordinator to join our Operations team. You will manage the full onboarding, credentialing, and licensing process for newly hired loan officers and branches, ensuring a smooth transition into our ecosystem.

You will collaborate with compliance, recruiting, and operations to maintain high standards, coordinate timelines, and provide clear communication to new hires throughout the process.

Qualifications

• Detail-oriented and organized workflow
• Strong time-management and prioritization skills
• Clear written and verbal communication
• Comfort with internal systems and tech tools
• Customer-focused mindset with urgency and accuracy
• Experience in fast-paced, high-volume settings

Responsibilities

• Onboard and credentialing for new loan officers and branches
• Guide background checks, fingerprinting, and licensing per state requirements
• Coordinate with recruiters to meet onboarding timelines
• Maintain licensing records in company systems
• Liaise with compliance and legal teams to verify eligibility
• Provide clear communication and support to new hires throughout the process
• Track onboarding progress and generate weekly leadership reports
• Continuously improve onboarding workflows to scale operations

Skills

Detail-oriented

Time management

Communication

Tech-savvy

Customer-focused

Fast-paced environment

Job description

West Capital Lending in Plano, TX is seeking a detail-oriented Onboarding Coordinator to join our Operations team. You will manage the full onboarding, credentialing, and licensing process for newly hired loan officers and branches, ensuring a smooth transition into our ecosystem.

You will collaborate with compliance, recruiting, and operations to maintain high standards, coordinate timelines, and provide clear communication to new hires throughout the process.