Client Concierge

Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, on-time closings, employee retention, and happiness. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. We have successfully navigated our company through many industry cycles and changes in regulations.

We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.

Who we are looking for:

Our branch is partnered with a high-producing real estate office that generates a strong, consistent flow of buyer leads. Every one of those leads needs a fast, warm, human conversation - and we need someone who lives for that kind of work.

This isn't a desk job buried in paperwork. This is a phone-forward, people-forward role for someone who can build instant rapport, earn trust quickly, and guide a potential homebuyer from "just looking" to "let's get pre-approved." If you light up when you're connecting with people and you don't flinch at a full call sheet, keep reading.

Mortgage experience is a plus but not required. We'll teach you the business. What we can't teach is the ability to make someone feel heard in the first 30 seconds of a phone call.

This role has a clear path toward becoming a full Loan Officer for the right person who proves they can convert, communicate, and lead with care.

What you'll do:

• Make outbound calls daily to inbound leads from our real estate partner - fast response times are non-negotiable
• Build genuine connection and trust on every call, regardless of where the lead is in their homebuying journey
• Take phone applications and walk prospects through the pre-approval process with confidence and warmth
• Nurture our existing lead database - past inquiries, long-term follow-ups, and clients who weren't quite ready the first time around
• Coordinate handoffs with the loan production team to keep every file moving
• Track call activity, conversion rates, and pipeline status in our CRM
• Represent the Cornerstone brand and our Team with professionalism, integrity, and a service-first mindset on every interaction
• Partner closely with the Mortgage Advisor to learn the business, ask questions, and grow into expanded responsibilities over time

What you'll need to be successful:

Success in this job relies on your time management skills, organization, and positive attitude. In addition, you'll need the following qualifications:

• High School diploma, GED, or equivalent work experience
• Exceptional phone presence - clear, confident, conversational, and warm
• A natural connector who builds trust quickly and reads people well
• High level of customer service instincts - you treat every caller like they matter, because they do
• Self-motivated, coachable, and comfortable in a high-volume call environment
• Strong organizational habits and follow-through
• Comfortable with technology and CRMs
• Mortgage, real estate, or financial services experience is a plus, not a requirement
• NMLS license is welcomed but not required - we're open to either licensed candidates or candidates willing to pursue licensure

Why this role:

• Built-in lead flow from partners producing massive opportunity
• Direct mentorship from a multi-time Scotsman Guide Top Originator
• Clear runway to grow into a full Loan Officer position
• Hybrid schedule with flexibility
• Cornerstone Home Lending: a faith-rooted, people-first culture you can build a career inside

What we offer:

Because we recognize and reward hard work, we offer a competitive salary, Medical, Dental, Vision, Accidental Death, Long-Term Disability, Short-Term Disability, FSA, HSA, 401K, Basic Life, Voluntary Life, and Paid Parental Leave benefits, as well as the opportunity for a performance-based bonus based on position and department.

What to do next:

If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone.