Cornerstone Capital Bank · 16 hours ago
Administrative Assistant - Branch
Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a national home lender known for exceptional service and customer satisfaction. They are seeking an Administrative Assistant who will manage administrative tasks, provide client support, and assist with marketing responsibilities.
Financial Services
Responsibilities
Answer all incoming calls and be the first point of contact for all clients both in person and over the phone
Must be in office M-F
Resolve administrative problems by coordinating the preparation of reports, analyzing data, and identifying solutions
Provide information to clients & team members by researching and answering questions and concerns
Check & maintain office supplies with impeccable attention to detail & organization
Manage marketing responsibilities such as creating flyers, social media, direct mailings, and special projects
Manages client gifting program for clients both in-process and closed loans
SalesForce Data Management, including milestones and special events, email campaigns, and mailing lists
Complete operational requirements by scheduling and assigning administrative projects, while expediting work results
Prepare monthly reimbursement reports through Concur
Coordinate with Loan Operations to name and save client documents promptly and with accuracy
Occasional deliveries around local offices
Qualification
Required
strong time management skills
positive attitude
organization
good work ethic
ability to be flexible with duties
MS Office and data entry skills
1-3 years of recent administrative assistant experience
Knowledge of how to operate printers/scanners/fax machines
Must be reliable and proactive
Preferred
Experience with marketing software, Adobe Creative Suite, Canva, etc
Event planning experience is a plus
Any finance industry knowledge is a plus
Benefits
A full benefits package
The potential for a performance-based bonus
Company
Cornerstone Capital Bank
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you.