Client Relationship Coordinator

Cornerstone Capital Bank; Englewood (CO); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K plan

Paid parental leave

Disability insurance

HSA

FSA

Job summary

Cornerstone Servicing, a division of Cornerstone Capital Bank, seeks a Client Relationship Coordinator in Englewood, CO to support relationship managers, assist with client communications, account administration, and reporting. You will help with meetings, follow-ups, client inquiries, and maintaining accurate records while collaborating with operations, business development, and analytics.

A Bachelor's degree is preferred and 1–3 years in mortgage servicing or similar field is desirable.

Qualifications

• Bachelor's degree preferred; equivalent combination of education and experience may be considered.
• 1–3 years of professional experience in mortgage servicing, financial services, banking, customer success, account management, or related field.
• Familiarity with MSP or similar servicing platforms is a plus.

Responsibilities

• Support Client Relationship Managers in maintaining positive client relationships and delivering exceptional customer service.
• Prepare meeting materials, document action items, and track follow-up activities.
• Assist with responding to client inquiries and coordinating issue resolution with internal departments.
• Monitor account activities and ensure client requests are completed accurately and timely.
• Support contract administration, renewals, and routine account management processes.
• Prepare, review, and distribute client reports, presentations, and performance metrics.
• Coordinate communication between clients and internal teams to facilitate successful service delivery.
• Maintain accurate client records, documentation, and account information.
• Assist with portfolio reviews and support account planning initiatives.
• Identify opportunities to improve client satisfaction and operational efficiency.
• Support special projects and initiatives as assigned.
• Develop knowledge of company products, services, systems, and mortgage servicing operations.

Skills

Customer service

Relationship-building

Verbal communication

Written communication

Organizational skills

Attention to detail

MSP familiarity

Teamwork

Prioritization

Problem-solving

Education

Bachelor's degree

Equivalent experience

Tools

MSP

Job description

Overview

Cornerstone Servicing, a division of Cornerstone Capital Bank, is a mortgage servicer focused on service, customer satisfaction, employee retention and happiness. We seek team members committed to Cornerstone's Mission, Vision & Core Convictions. 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.

Who we are looking for

The Client Relationship Coordinator supports the Client Relationship Management team by assisting with client communications, account administration, reporting, issue tracking, and day-to-day account support activities. This role helps ensure a positive client experience by maintaining strong relationships, coordinating internal resources, and supporting the successful delivery of services. The Client Relationship Coordinator works closely with Client Relationship Managers, Operations, Business Development, Reporting & Analytics, and other internal teams to help meet client expectations and business objectives.

• Location: Onsite in Englewood, CO


• Compensation: $55-65k

Key Responsibilities

• Support Client Relationship Managers in maintaining positive client relationships and delivering exceptional customer service.


• Participate in client meetings, prepare meeting materials, document action items, and track follow-up activities.


• Assist with responding to client inquiries and coordinating issue resolution with internal departments.


• Monitor account activities and help ensure client requests are completed accurately and timely.


• Support contract administration, renewals, and routine account management processes.


• Prepare, review, and distribute client reports, presentations, and performance metrics.


• Coordinate communication between clients and internal teams to facilitate successful service delivery.


• Maintain accurate client records, documentation, and account information.


• Assist with portfolio reviews and support account planning initiatives.


• Identify opportunities to improve client satisfaction and operational efficiency.


• Support special projects and initiatives as assigned.


• Develop knowledge of company products, services, systems, and mortgage servicing operations.

What you\'ll need to be successful

• Bachelor\'s degree preferred; equivalent combination of education and experience may be considered.


• This position prefers 1-3 years of professional experience in mortgage servicing, financial services, banking, customer success, account management, or a related field.


• Basic understanding of mortgage servicing concepts and industry practices preferred.


• Familiarity with MSP or similar servicing platforms is a plus.


• Strong customer service orientation and relationship-building skills.


• Excellent verbal and written communication skills.


• Strong organizational skills and attention to detail.


• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.


• Strong analytical and problem-solving abilities.


• Proficiency with Microsoft Office Suite, including Excel, Word, and PowerPoint.


• Ability to work effectively in a team-oriented environment.


• Self-motivated with a willingness to learn and develop professionally.


• Ability to adapt to changing priorities and business needs.

What we offer

We offer a competitive salary and benefits package including Medical, Dental, Vision, Accidental Death and Dismemberment, Long-Term Disability, Short-Term Disability, FSA, HSA, 401K, Basic Life, Voluntary Life, and Paid Parental Leave, along with the potential for 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. We invest in our people as valuable assets to the company, and many of our team members find working at Cornerstone special.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. 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.