Client Concierge

Cornerstone Home Lending•Tulsa, OK

9d•$35,000 - $60,000•Hybrid

About The Position

Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of 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. Our branch is partnered with a high-producing real estate office that generates a strong, consistent flow of buyer leads. Every one of those leads needs a fast, warm, human conversation — and we need someone who lives for that kind of work. This isn't a desk job buried in paperwork. This is a phone-forward, people-forward role for someone who can build instant rapport, earn trust quickly, and guide a potential homebuyer from “just looking” to “let's get pre-approved.” If you light up when you're connecting with people and you don't flinch at a full call sheet, keep reading. Mortgage experience is a plus but not required. We'll teach you the business. What we can't teach is the ability to make someone feel heard in the first 30 seconds of a phone call. This role has a clear path toward becoming a full Loan Officer for the right person who proves they can convert, communicate, and lead with care.

Requirements

High School diploma, GED, or equivalent work experience
Exceptional phone presence — clear, confident, conversational, and warm
A natural connector who builds trust quickly and reads people well
High level of customer service instincts — you treat every caller like they matter, because they do
Self-motivated, coachable, and comfortable in a high-volume call environment
Strong organizational habits and follow-through
Comfortable with technology and CRMs

Nice To Haves

Mortgage, real estate, or financial services experience is a plus, not a requirement
NMLS license is welcomed but not required — we're open to either licensed candidates or candidates willing to pursue licensure

Responsibilities

Make outbound calls daily to inbound leads from our real estate partner — fast response times are non-negotiable
Build genuine connection and trust on every call, regardless of where the lead is in their homebuying journey
Take phone applications and walk prospects through the pre-approval process with confidence and warmth
Nurture our existing lead database — past inquiries, long-term follow-ups, and clients who weren't quite ready the first time around
Coordinate handoffs with the loan production team to keep every file moving
Track call activity, conversion rates, and pipeline status in our CRM
Represent the Cornerstone brand and our Team with professionalism, integrity, and a service-first mindset on every interaction
Partner closely with the Mortgage Advisor to learn the business, ask questions, and grow into expanded responsibilities over time