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Customer Lending Representative
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-09-25
Listing for:
West Capital Lending
Full Time
position Listed on 2026-09-25
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales
Job Description & How to Apply Below
Are you looking to break into the mortgage industry or take the next step in your banking or sales career? As a Customer Lending Representative (Junior Loan Officer), you'll receive hands-on training, mentorship, and real career development to prepare you for a successful future as a Loan Officer.
At West Capital Lending, we believe in growth from within. This role is designed to build a foundation that prepares you to promote into a licensed Loan Officer role in 6 months.
Duties:- Provide exceptional customer service by assisting clients with their mortgage inquiries.
- Handle Email, Calls and Text Message campaigns to prospective clients.
- Maintain accurate records of all client interactions using software.
- Pre-approve potential clients with a series of 5 questions.
- Collaborate with other bankers to ensure compliance with regulations and policies.
- Utilize dialing systems to reach a target number of outbound calls and transfers per day.
- Previous experience in mortgage industry is a plus but not required.
- Sales or customer service experience preferred.
- Proficiency with a computer and phone.
- Excellent communication skills, both verbal and written, to effectively interact with clients.
- Attention to detail and strong organizational abilities to manage multiple tasks efficiently.
- Experience with high volume outbound dialing is a plus but not required.
- Eager to learn about the mortgage industry.
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