Mortgage Outreach Specialist - Entry Level

West Capital Lending, Inc.

Troy (MI)

On-site

USD 25,000 - 39,000

Full time

8 days ago

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Job summary

West Capital Lending, Inc. is seeking an energetic Mortgage Inbound/Outbound Associate in Michigan. You will be the first point of contact for prospective borrowers, performing high-volume outreach, qualifying leads, and routing interested clients to licensed Loan Officers.

This entry-point role builds essential communication and phone skills in the mortgage industry. You'll learn mortgage vocabulary, scripts, and CRM usage while meeting daily activity goals in a fast-paced environment, with

Qualifications

  • Prior outbound calling, appointment setting, 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.

Skills

Outbound calling
Appointment setting
Inside-sales
Mortgage vocabulary
Phone presence
Handle rejection
Scripting
Daily activity metrics
Data entry
CRM/Dialer
Excel

Tools

CRM/Dialer
Excel

Job description

West Capital Lending, Inc. is seeking an energetic Mortgage Inbound/Outbound Associate in Michigan. You will be the first point of contact for prospective borrowers, performing high-volume outreach, qualifying leads, and routing interested clients to licensed Loan Officers.

This entry-point role builds essential communication and phone skills in the mortgage industry. You'll learn mortgage vocabulary, scripts, and CRM usage while meeting daily activity goals in a fast-paced environment, with

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