Cornerstone Capital Bank is hiring an Engagement and Onboarding Manager to deliver a structured, high-touch onboarding experience for newly hired and transferred Loan Officers and Loan Officer Assistants. This role is central to ensuring new team members are operationally ready, compliant, and positioned for early production success.
What You'll Do
- Own the end-to-end onboarding experience for new Loan Officers and Loan Officer Assistants, ensuring a seamless, efficient, and compliant transition into production.
- Serve as the primary liaison between new hires and internal departments to facilitate communication, remove barriers, and ensure alignment.
- Coordinate system access, credentials, and tools to ensure new hires are fully operational by their start date.
- Provide ongoing mentorship and guidance to reinforce expectations, best practices, and company culture.
- Deliver a comprehensive “Day in the Life of a Loan” overview, including entity-specific workflows for application submission, locking, and exception processes.
- Act as a subject matter expert on core systems through in-depth training to ensure efficient system adoption.
- Provide foundational education on loan product offerings, pricing structures, and eligibility guidelines.
- Introduce and reinforce marketing best practices aligned with company standards and regulatory requirements.
- Provide guidance on tools and resources such as MOD, MAXA, business cards, and signature standards.
- Ensure Loan Officers understand and adhere to RESPA and regulatory compliance requirements throughout the origination process.
- Reinforce operational standards and escalate potential risk areas.
- Utilize systems and light project management to track onboarding milestones, completion metrics, and potential risk areas.
- Partner with leadership to continuously improve onboarding processes and training effectiveness.
What We're Looking For
- A NMLS license/registration is required.
- 5 years of experience in mortgage operations, onboarding, training, or production support.
- Strong understanding of the loan origination lifecycle and compliance requirements.
- Proficiency in mortgage systems and CRM platforms.
- Exceptional organizational, communication, and stakeholder management skills.
- Ability to manage multiple priorities in a fast-paced environment.
Nice to Have
- Bachelor's degree or equivalent experience.
Technical Stack
- LOS/Empower, Xactus, DocuSign, DataVerify, Pricing Engine
- Salesforce, Mortgage Coach, MBS Highway
- RingCentral, Concur
