Licensed Assistant

West Capital Mortgage Team (WCM) is a trusted mortgage brokerage dedicated to helping clients achieve their homeownership and business goals. With a passion for personalized service, WCM simplifies the lending process by offering expert guidance and support at every stage. Catering to first-time homebuyers, seasoned investors, and businesses seeking financing, WCM provides tailored solutions that align with each client's unique financial needs and goals. By leveraging a vast network of lenders and staying ahead of market trends, WCM secures competitive rates and terms. With a commitment to transparency, trust, and open communication, WCM fosters lasting relationships built on integrity and client success.

Job Summary

We are seeking a proactive and licensed Mortgage Assistant to join our expanding team. This unique role blends underwriting support with business-development responsibilities, making it ideal for someone who understands mortgage structuring and enjoys building client relationships.

You will work closely with our mortgage brokers, lender partners, and internal team to ensure smooth application flow, strong client communication, and high-quality submissions.

Responsibilities

• Review, assess, and input residential and commercial mortgage applications
• Conduct targeted cold-calling, follow-ups, and outreach to generate new relationships
• Nurture leads and convert them into active mortgage opportunities
• Collaborate with the broker team to identify growth opportunities and improve deal flow
• Support marketing and client-engagement initiatives as needed
• Maintain accurate CRM records and track all communication and follow-up activities
• Provide ongoing application support to brokers
• Assist with documentation collection, compliance tasks, and condition fulfilment

Qualifications

What We Offer

How to Apply

Apply with your resume and a quick note on why this role excites you.

If you’re licensed, detail-oriented, and ready to earn more by combining underwriting expertise with real business development, we want to hear from you today!

We thank all applicants; only those selected for an interview will be contacted.

Seniority level

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