Transaction Coordinator

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.