Growth and Development Specialist

Posted 5 Days Ago
Be an Early Applicant
Hiring Remotely in Houston, TX, USA
In-Office or Remote
Mid level
Fintech • Software • Financial Services
The Role
Designs, coordinates, and delivers onboarding and professional development for retail lending. Creates training materials, documents workflows, manages assets in SharePoint, uses Monday.com and Salesforce for project tracking and reporting, monitors training metrics, and supports team members with systems and processes to improve performance.
Summary Generated by Built In

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:

The Growth and Development Specialist supports the design, coordination, and delivery of onboarding and professional development initiatives across the Retail Division. This role partners closely with the Sr. Director of Talent and Onboarding to drive department efficiencies, strengthen skill development for sales and operations teams, and support improved performance outcomes.

The ideal candidate brings foundational mortgage industry knowledge, a working understanding of adult learning principles, and strong technical proficiency. This individual is highly comfortable working across Microsoft and enterprise platforms and can confidently translate systems and processes into practical, real-world learning experiences.

What you’ll do:

  • Support the development and delivery of onboarding and ongoing training programs
  • Create engaging learning materials, job aids, guides, and digital resources
  • Apply adult learning principles to ensure training is practical, learner-focused, and immediately applicable
  • Translate technical workflows into clear, user-friendly documentation and training content
  • Maintain and organize training assets within SharePoint and other internal platforms
  • Utilize Monday.com to manage workflows, track projects, and create automations to create team efficiencies
  • Leverage Salesforce data to support recruiting, onboarding, reporting, and development initiatives
  • Monitor training participation, feedback, and performance metrics to identify opportunities for improvement
  • Provide ongoing support to team members navigating systems, tools, and operational processes
 

Technology & Systems Focus

  • Microsoft 365 (Outlook, Teams, OneDrive, SharePoint) with working knowledge of Copilot
  • Monday.com (high proficiency preferred; certification preferred) for workflow, project, and process management
  • Salesforce (navigation, reporting, cadence management, and supporting end-user adoption)
  • Canva for creating professional, engaging training and communication materials

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:

Required Qualifications

  • Foundational knowledge of the mortgage industry, loan lifecycle, and retail lending environment
  • Understanding of basic adult learning principles (engagement, reinforcement, practical application)
  • Above-average technical aptitude with productivity and learning tools; ability to quickly adapt to new systems
  • Experience translating systems or workflows into clear training materials and documentation
  • Strong communication and organizational skills
  • Highly detail-oriented with the ability to manage multiple initiatives in a fast-paced environment
  • 3–6 years of experience in mortgage, training, onboarding, enablement, or systems support roles
  • Minimum 2 years of experience within the mortgage or retail lending environment preferred
  • Bachelor’s degree in Business, Communications, or related field preferred; equivalent practical experience will be considered
 

Preferred Qualifications

  • Monday.com certification or advanced hands-on experience
  • Experience supporting onboarding, enablement, or professional development within mortgage or financial services
  • Familiarity with LMS platforms or webinar delivery
  • Experience supporting sales or retail mortgage teams
 

Core Competencies

  • Initiative and self-direction
  • Process improvement mindset
  • Collaboration and cross-functional partnership
  • Adaptability in a growing organization
  • Strong attention to detail

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.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Foundational knowledge of the mortgage industry, loan lifecycle, and retail lending environment
  • Understanding of basic adult learning principles (engagement, reinforcement, practical application)
  • Above-average technical aptitude with productivity and learning tools; ability to quickly adapt to new systems
  • Experience translating systems or workflows into clear training materials and documentation
  • Strong communication and organizational skills
  • Highly detail-oriented with the ability to manage multiple initiatives in a fast-paced environment
  • 3-6 years of experience in mortgage, training, onboarding, enablement, or systems support roles
  • Minimum 2 years of experience within the mortgage or retail lending environment
  • Bachelor's degree in Business, Communications, or related field (or equivalent practical experience)
  • Monday.com certification or advanced hands-on experience
  • Experience supporting onboarding, enablement, or professional development within mortgage or financial services
  • Familiarity with LMS platforms or webinar delivery
  • Experience supporting sales or retail mortgage teams

Cornerstone Capital Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cornerstone Capital Bank and has not been reviewed or approved by Cornerstone Capital Bank.

  • Equity Value & Accessibility An employee stock ownership plan introduced in 2026 and an employee stock purchase option expand access to ownership alongside cash compensation. These additions broaden long‑term wealth‑building opportunities.
  • Leave & Time Off Breadth The package includes paid holidays, vacation, sick time, and personal days, plus dedicated Volunteer Time Off. This breadth supports time away for rest and community involvement.
  • Wellbeing & Lifestyle Benefits An Employee Assistance Program, wellness support, and a hardship fund (Cornerstone Cares) provide tangible resources for health and emergency needs. These programs strengthen non‑cash support beyond core insurance.

Cornerstone Capital Bank Insights

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The Company
HQ: Houston, Texas
200 Employees

What We Do

We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State Bank, a Division of Cornerstone Capital Bank, SSB, 117 Cypress St, Roscoe, TX 79545

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