Mortgage Production Associate

Cornerstone Capital; Bozeman (MT); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

401K Plan

Paid Parental Leave

Performance-based bonus opportunities

Job summary

Cornerstone Capital in Bozeman, Montana, is looking for a Licensed Production Associate/Loan Coordinator. The role focuses on assisting loan officers to preapprove clients for mortgage financing while providing exceptional customer service.

Successful candidates should possess strong time management and organizational skills, as well as a detail-oriented approach to ensuring accuracy in loan applications. A competitive salary and comprehensive benefits are offered, along with opportunities for performance-based bonuses.

Qualifications

• Very detail-oriented for accurate calculations.
• Strong ability to follow up with multiple prospects daily.
• Self-motivated and able to prioritize tasks.

Responsibilities

• Assist Loan Officer in preapproving clients for mortgage financing.
• Provide exceptional customer service to clients and Realtors.
• Market and promote loan products effectively.

Skills

Time management

Communication skills

Organization

Customer service

Problem-solving

Analytical skills

Education

NMLS license

Tools

CRM/Salesforce

Database management

Job description

Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation for 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 are searching for a Licensed Production Associate/Loan Coordinator with strong time management skills, organization, good work ethic, and outstanding customer service skills.

What you’ll do:

• Provide a warm welcome to Realtors and Clients
• Create and follow an efficient system to follow up with leads and preapproved borrowers
• Be able to take a complete and accurate loan application
• Request and follow up on required documentation from our clients
• Accurately calculate income for hourly and self‑employed borrowers
• Run product and pricing scenarios
• Research alternative/non‑QM options to help serve a wide variety of borrowers
• Prepare preapproval letters and loan comparisons for borrowers
• Provide extraordinary customer service to both internal and external customers
• Meet goals regarding time frames – we always close our clients on time
• Work within a database
• Run opportunity analysis for clients who may benefit from a refinance
• Create open house flyers and other promotional flyers and marketing pieces
• Prioritize your daily tasks and work efficiently
• Market, service, and promote the Company’s loan products
• Maintain product knowledge and stay up‑to‑date on changes to market conditions
• Comply with all applicable laws and regulations related to mortgage lending
• Communicate with borrowers, processors, operations staff, title companies, Realtors, etc., to expedite the mortgage process

What you’ll need to be successful:

Success in this job relies on your time management skills, organization, and positive attitude.

• Very detail oriented to ensure proper calculations and time frames
• Strong written and verbal communication skills
• Strong computer and technology‑related skills
• Must be extremely organized
• Computer savvy and strong ability to pick up quickly on new systems
• DU/LPA
• Calm and confident under pressure
• Thrive in a fast‑paced work environment
• Ability to follow up with multiple prospects daily
• Strong organizational, problem‑solving, and analytical skills required
• CRM/Salesforce experience and knowledge of working within a database are a plus
• Self‑motivated, ability to stay on task independently and prioritize while working remotely
• Open to constructive feedback and ability to learn new concepts
• NMLS license (preferred)

Where you come in:

This professional will assist the Loan Officer in preapproving clients to secure mortgage financing for home purchases and refinances. In this role, you must be technically competent and driven to care about and help our customers. You will need to bring enthusiasm, attention to detail, and a servant’s heart to this role.

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.

Loan officer assistant

Equal Opportunity Employer
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.