Admin Assistant - Branch

Cornerstone Home Lending•San Antonio, TX

9d•Onsite

About The Position

Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a national home lender known for its exceptional service, customer satisfaction, on-time closings, and employee happiness. They are seeking a proactive and highly organized Shared Services Administrative Assistant who thrives in a fast-paced environment and enjoys taking ownership. This role combines client interaction, operational execution, and administrative support, offering growth beyond traditional front desk duties. The position is crucial for ensuring a seamless client experience and supporting the branch's efficiency, organization, and overall success.

Requirements

Minimum 3 years of recent administrative, office coordination, or operations experience
Proficiency in Microsoft Office Suite and data entry
Basic familiarity with Canva or similar tools for updating templates (no advanced design experience required)
Reliable, professional, and adaptable with a willingness to take on new responsibilities
Excellent time management and ability to prioritize multiple responsibilities
Strong attention to detail, especially in record keeping and follow-up
Proactive, solutions-oriented mindset with a high level of ownership
Strong communication and interpersonal skills
Ability to balance client-facing responsibilities with administrative and operational work

Nice To Haves

Event coordination experience is a plus
Experience in mortgage, finance, real estate, or related industry is a plus

Responsibilities

Serve as the first point of contact for clients, both in person and over the phone, delivering a professional and welcoming experience.
Answer all incoming calls and respond to client inquiries with accuracy, professionalism, and timeliness.
Provide information to clients and team members by researching and resolving questions or concerns.
Proactively follow up on client requests, outstanding items, and internal tasks to ensure nothing falls through the cracks.
Maintain a polished, organized, and client-ready office environment.
Support day-to-day branch operations by coordinating activities, managing priorities, and ensuring workflows run smoothly.
Complete operational requirements by scheduling, tracking, and executing administrative projects while expediting work results.
Maintain accurate and organized records, files, and documentation (both digital and physical) in accordance with company standards.
Perform administrative tasks with a high level of accuracy, organization, and attention to detail.
Resolve administrative challenges by preparing reports, analyzing data, and identifying practical solutions.
Ensure consistent follow-up on tasks, deadlines, and outstanding action items across the team.
Monitor and maintain office supplies with strong attention to detail and organization.
Support basic marketing activities by updating pre-designed templates.
Use tools such as Canva to make minor updates (text, dates, contact info) to existing materials.
Assist with simple client outreach efforts, event coordination, and office promotions as needed.
Ensure all materials are accurate and aligned with provided guidelines before sharing.
Act as a liaison between team members to ensure clear communication and task alignment.
Help streamline processes and improve team efficiency by identifying gaps and recommending solutions.