Mortgage Onboarding & Growth Training Specialist

Cornerstone Capital

Houston (TX)

On-site

USD 65,000 - 80,000

Full time

14 days+

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Medical, Dental, Vision benefits

401K plan

Paid Parental Leave

Performance-based bonus

Job summary

Cornerstone Home Lending, a division of Cornerstone Capital Bank, seeks a Growth and Development Specialist to design, coordinate, and deliver onboarding and ongoing training across the Retail Division. You will partner with the Sr.

Director of Talent and Onboarding to drive department efficiencies, strengthen skill development for sales and operations teams, and translate systems and processes into practical, real-world learning experiences.

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 or equivalent practical experience preferred.

Responsibilities

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.
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