Mortgage Production Associate

Cornerstone Capital Bank; Santa Barbara (CA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive salary

Medical insurance

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance (basic)

401(k)

Paid parental leave

Bonus

Job summary

Cornerstone Home Lending, a division of Cornerstone Capital Bank, seeks a Loan Officer Assistant to support loan officers, Realtors, and clients in securing mortgage financing. The role emphasizes service, attention to detail, and timely closings.

Responsibilities include workflow management, document collection, and coordination with processors, operations, title companies, and realtors. A strong customer-focused mindset and organization are essential for success in this role.

Qualifications

• Excellent customer service and client-facing skills.
• Strong written and verbal communication abilities.
• Tech-savvy with ability to learn new systems quickly.
• Highly organized and detail-oriented.
• CRM/Salesforce experience is a plus.
• NMLS license is preferred.
• Able to follow up with multiple prospects daily.
• Strong problem-solving and analytical capabilities.
• Professional demeanor and self-motivation.
• Ability to maintain compliance with mortgage regulations.

Responsibilities

• Provide a warm welcome to Realtors and Clients.
• Monitor and manage workflow to ensure timely closings.
• Maintain product knowledge and stay up-to-date on market changes.
• Comply with mortgage lending laws and regulations.
• Communicate with borrowers, processors, and title companies to expedite the process.
• Request and follow up on required documentation from clients.
• Disclose and submit loans to Operations with high attention to detail.
• Perform basic income calculations.
• Deliver exceptional service to internal and external customers.
• Meet time-frame goals and ensure on-time closings.
• Work within a database and coordinate with team members.
• Organize lunch-ins, meetings, and related events.
• Promote and support the Company's loan products.

Skills

Customer service

Communication skills

Tech skills

Organization

Detail-oriented

CRM/Salesforce

Prospect follow-up

Problem-solving

Analytical skills

NMLS knowledge

Self-motivation

Professional demeanor

Job description

Loan Officer Assistant

Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a national home lender known 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 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
• Monitor and manage workflow to ensure timely closings
• 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, and others to expedite the mortgage process
• Request and follow up on required documentation from clients
• Disclose and submit loans to the Operations Department – lots of attention to detail
• Perform basic income calculations
• 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
• Plan and set up lunch‑ins, meetings, and related events
• Market, service, and promote the Company's loan products

What you’ll need to be successful

• Excellent customer service skills
• 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 is a plus
• 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 – a plus
• Professional demeanor
• Self‑motivated
• NMLS license (preferred)

Where you come in

This professional will assist the Loan Officer in partnering with Realtors, Builders, and other clients in securing mortgage financing. In this role, you must be technically competent and driven to help customers. You will need to bring enthusiasm, attention to detail, and a servant’s heart.

What we offer

Competitive salary, medical, dental, vision, accidental death, long‑term disability, short‑term disability, FSA, HSA, 401(k), basic life, voluntary life, paid parental leave, and a performance‑based bonus based on position and department.

What to do next

If Cornerstone sounds like the place for you (and you have the qualifications, drive, and passion to match), we invite you to join our winning team. Once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company.

Qualifications

• NMLS (preferred)

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.