West Capital Lending→
Remote Sales & Loan Operations Coordinator (Phone-Heavy Role)
Entry LevelRemote
Location
Not specified
Salary
$42k–$52k/yr
Experience
Not specified
Posted
1 week ago
Skills
crm systemsphone skillsverbal communicationwritten communicationorganizational skills
Job Description
Summary: West Capital Lending, Inc. is a fast-growing mortgage team aiming for $100M+ in annual production. They are seeking a highly driven Sales & Loan Operations Coordinator to manage loan pipeline execution and drive revenue through proactive outreach and organization.
Responsibilities:
- Make 40–60 outbound calls daily (agents + borrower follow-ups)
- Book qualified appointments
- Re-engage warm leads
- Confirm next steps and move prospects forward
- Collect and organize borrower documentation
- Follow up on conditions
- Keep CRM fully updated and clean
- Prevent delays by proactively identifying missing items
- Ensure smooth communication between borrower and loan team
- Monitor all active files
- Flag issues early
- Keep deals moving toward closing
- Maintain strict follow-up discipline
Required Qualifications:
- U.S.-based
- Comfortable working in CRM systems
- Strong written and verbal communication skills
- Reliable internet and professional remote setup
- Ability to work aligned with PST hours (8AM–4PM preferred)
Required Skills: CRM systems, Phone skills
Important Skills: Verbal communication, Written communication, Organizational skills
Benefits: Performance-based bonus opportunities tied directly to production and results., Opportunity to grow with a scaling business, Clear metrics and accountability structure
Benefits
Performance-based bonus opportunities tied directly to production and results.
Opportunity to grow with a scaling business
Clear metrics and accountability structure