Mortgage Onboarding & Learning Specialist

Cornerstone Capital Bank

Houston (TX)

On-site

USD 55,000 - 75,000

Full time

14 days+
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Benefits offered by this job

Medical
Dental
Vision
Accidental Death & Dismay
Long-Term Disability
Short-Term Disability
FSA
HSA
401K
Basic Life
Voluntary Life
Paid Parental Leave
Bonus potential

Job summary

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

Director of Talent and Onboarding to drive efficiencies and strengthen skill development for sales and operations teams. The ideal candidate has mortgage industry knowledge, familiarity with adult learning principles, and strong proficiency across Microsoft 365,

Qualifications

  • Foundational knowledge of the mortgage industry, loan lifecycle, and retail lending
  • Understanding of basic adult learning principles
  • Above-average technical aptitude with productivity and learning tools
  • Experience translating systems into training materials and documentation
  • Strong communication and organizational skills
  • Detail-oriented with the ability to manage multiple initiatives in a fast-paced environment
  • 3–6 years’ experience in mortgage, training, onboarding, enablement, or systems support roles
  • 2+ years of experience within mortgage or retail lending preferred
  • Bachelor’s degree preferred; equivalent practical experience will be considered

Responsibilities

  • Support onboarding and ongoing training programs
  • Create learning materials, job aids, guides, and digital resources
  • Apply adult learning principles to ensure practical, learner-focused training
  • 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
  • Leverage Salesforce data to support recruiting, onboarding, reporting, and development
  • Monitor training participation, feedback, and performance metrics to identify opportunities for improvement
  • Provide ongoing support to team members navigating systems, tools, and operational processes

Skills

Microsoft 365
Monday.com
Salesforce
Canva
Communication
Organizational skills
Adult learning principles

Education

Bachelor’s degree in Business, Communications, or related field

Tools

SharePoint

Job description

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

Director of Talent and Onboarding to drive efficiencies and strengthen skill development for sales and operations teams. The ideal candidate has mortgage industry knowledge, familiarity with adult learning principles, and strong proficiency across Microsoft 365,

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