Admin Assistant - Branch

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.

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 with a…