Transaction Coordinator

Description

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're hiring a Transaction Coordinator who wants more than just a task-based role-someone who wants to become the central operator behind high-performing Loan Officers and grow into a long-term career in mortgage operations or sales.

This role is the heart of the loan process -you'll own the file from pre-approval through closing, keeping everything moving, organized, and accurate. If you're highly organized, proactive, and thrive in a fast-paced, team-driven environment, this is an opportunity to build real expertise and accelerate your career in mortgage.

Must be able to work PST hours 8 am -5 pm

What You'll Do

Own the Loan File (Start to Finish)

Be the central hub of each transaction-supporting the Loan Officer, coordinating with the processor, and ensuring nothing falls through the cracks.

Pre-Approval & Setup

• Collect and organize client documentation
• Run income calculations and structure loan files
• Prepare pre-approvals and client-ready scenarios
• Support Loan Officers with clean, ready-to-present files

File Management (Contract to Close)

• Set up and disclose loans in the system
• Order appraisals and manage key milestones
• Keep files moving forward and proactively resolve issues
• Ensure all documentation is complete, accurate, and on time

Communication & Coordination

• Act as the point person between Loan Officers, processors, clients, and partners
• Align daily priorities and keep the team focused on what's most urgent
• Maintain constant visibility on file status and next steps

Problem Solving & Detail Management

• Review documents thoroughly and catch issues early
• Handle high-touch or complex files with confidence
• Keep everything organized, compliant, and on track

What Drives Success in This Role

• Strong time management and organization
• Ability to prioritize constantly in a fast-moving environment
• Comfort managing multiple files at different stages simultaneously
• A proactive mindset -you don't wait for problems, you solve them early
• Clear, consistent communication with teammates and clients

Must be able to work PST hours 8 am -5 pm

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:

• Strong organizational skills and attention to detail
• Comfortable working online and managing data across multiple systems
• Proficiency with MS Office and data entry
• Ability to work PST hours (8:00 AM - 5:00 PM) with some flexibility
• Basic understanding of the mortgage process is a plus (not required-we'll train the right person)
• Reliable, resourceful, and willing to learn

Growth Opportunity

This role is intentionally designed as a launchpad .

You'll gain deep exposure to:

• Loan structuring and deal flow
• Client communication and scenario building
• Real-world problem solving within mortgage operations

From here, you can grow into:

• Loan Officer Assistant
• Processor
• Loan Officer
• Operations leadership

If you want to build a career in mortgage-not just a job-this is where it starts.

Licensing

• Not licensed yet? We'll support you in completing licensing within your first 60 days
• Already licensed? Easy transfer of sponsorship

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:

Ready to Apply?

If you're organized, driven, and looking for a role where you can learn fast, contribute immediately, and grow long-term , we'd love to connect.

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.