Customer Lending Representative

About West Capital LendingWe are a leading financial institution dedicated to providing exceptional service and innovative solutions to our clients. Our mission is to empower individuals and businesses to achieve their financial goals through personalized support and expert guidance. We foster a culture of integrity, collaboration, and continuous improvement.About the RoleThe Customer Lending Representative (CLR) is an entry-level opportunity designed for motivated individuals looking to build a long-term career in the mortgage industry. Through hands-on training, one-on-one mentorship from experienced Mortgage Loan Officers, and a clearly defined career path, you'll develop the skills and knowledge needed to grow into a licensed Mortgage Loan Officer. We're looking for someone who is eager to learn, enjoys helping people, has strong customer service skills, and is willing to work hard to build a successful career. No mortgage experience is required—we invest in training the right people. As a CLR, you'll play a crucial role in assisting clients throughout the beginning stages of the loan process while gaining valuable industry experience in a fast-paced, team-oriented environment.ResponsibilitiesHandle a high volume of inbound and outbound calls to connect with prospective borrowersFollow a structured call script to understand borrower goals and determine eligibilityAsk qualifying questions to identify high-intent prospects for mortgage purchase or refinance needsBuild rapport with potential borrowers to establish trust and professionalismSchedule appointments and transfer qualified prospects to licensed Loan Officers in real timeMaintain accurate, detailed, and timely notes within CRM systemsRequired SkillsStrong communication and interpersonal skillsExcellent customer service mindset with a passion for helping othersDetail-oriented with strong organizational abilitiesSelf-motivated, coachable, and eager to learnStrong work ethic and desire to build a long-term career in sales and mortgage lendingPreferred SkillsPrevious customer service, hospitality, retail, call center, banking, or sales experience.Experience working in a fast-paced, goal-oriented environmentFamiliarity with loan processing software is a plus but not requiredEqual Opportunity StatementWe are an equal opportunity employer and are committed to creating a diverse and inclusive workplace. We encourage applications from individuals of all backgrounds and experiences.