West Capital Lending
The Customer Lending Representative (CLR) is responsible for engaging with potential borrowers who are exploring home purchase or refinance options. This role serves as the first point of contact for prospects, conducting high-volume outreach, qualifying leads, and connecting interested borrowers with licensed Loan Officers. The ideal candidate is energetic, resilient, and thrives in a fast-paced, metrics-driven environment.
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
Organize daily call lists, follow-ups, and call-back schedules
Seniority level Entry level
Employment type Full-time
Job function Customer Service
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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
Organize daily call lists, follow-ups, and call-back schedules
Seniority level Entry level
Employment type Full-time
Job function Customer Service
#J-18808-Ljbffr