Admin Assistant - Branch

Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation for 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.

We are seeking a proactive and highly organized Shared Services Administrative Assistant who thrives in a fast‑paced environment and enjoys taking ownership. This role blends client interaction, operational execution, and administrative support, ideal for someone looking to grow beyond traditional front desk responsibilities.

This position plays a key role in ensuring a seamless client experience while supporting the efficiency, organization, and overall success of the branch.

• Serve as the first point of contact for clients, both in person and over the phone, delivering a professional and welcoming experience.
• Answer all incoming calls and respond to client inquiries with accuracy, professionalism, and timeliness.
• Provide information to clients and team members by researching and resolving questions or concerns.
• Proactively follow up on client requests, outstanding items, and internal tasks to ensure nothing falls through the cracks.
• Maintain a polished, organized, and client‑ready office environment.
• Maintain consistent in‑office presence Monday‑Friday, 8:00 AM – 5:00 PM.

• Support day‑to‑day branch operations by coordinating activities, managing priorities, and ensuring workflows run smoothly.
• Complete operational requirements by scheduling, tracking, and executing administrative projects while expediting work results.
• Maintain accurate and organized records, files, and documentation (both digital and physical) in accordance with company standards.
• Perform administrative tasks with a high level of accuracy, organization, and attention to detail.
• Resolve administrative challenges by preparing reports, analyzing data, and identifying practical solutions.
• Ensure consistent follow‑up on tasks, deadlines, and outstanding action items across the team.
• Monitor and maintain office supplies with strong attention to detail and organization.

• Support basic marketing activities by updating pre‑designed templates.
• Use tools such as Canva to make minor updates (text, dates, contact info) to existing materials—no design work required.
• Assist with simple client outreach efforts, event coordination, and office promotions as needed.
• Ensure all materials are accurate and aligned with provided guidelines before sharing.

• Act as a liaison between team members to ensure clear communication and task alignment.
• Help streamline processes and improve team efficiency by identifying gaps and recommending solutions.

Success in this role requires strong organization, follow‑through, and a proactive mindset.

• Excellent time management and ability to prioritize multiple responsibilities.
• Strong attention to detail, especially in record keeping and follow‑up.
• Proactive, solutions‑oriented mindset with a high level of ownership.
• Strong communication and interpersonal skills.
• Ability to balance client‑facing responsibilities with administrative and operational work.

• Minimum 3 years of recent administrative, office coordination, or operations experience.
• Proficiency in Microsoft Office Suite and data entry.
• Basic familiarity with Canva or similar tools for updating templates (no advanced design experience required).
• Event coordination experience is a plus.
• Experience in mortgage, finance, real estate, or related industry is a plus.
• Reliable, professional, and adaptable…