Client Relationship Coordinator

Posted Yesterday
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Englewood, CO, USA
In-Office
55K-65K Annually
Junior
Fintech • Software • Financial Services
The Role
Support Client Relationship Managers with client communications, account administration, reporting, issue tracking, and meeting preparation. Coordinate internal teams to resolve client issues, maintain client records, assist with contract administration and renewals, prepare reports and presentations, support portfolio reviews and account planning, and help improve client satisfaction and operational efficiency.
Summary Generated by Built In

***No agencies or 3rd party Recruiters please. Thank you! ***

 

Who we are:

 

Cornerstone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisfaction, employee retention and happiness! We employ people who are passionately 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 is responsible for helping 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: 

 

Because we recognize and reward hard work, we offer a competitive salary, Medical, Dental, Vision, , Accidental Death, Long-Term Disability, Short-Term Disability, FSA, HSA, 401K, Basic Life, Voluntary Life, and Paid Parental Leave benefits, as well as the opportunity for a performance based bonus based on position and department. 

 

What to do next: 

 

If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.

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.

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • 1-3 years of professional experience in mortgage servicing, financial services, banking, customer success, or account management
  • Basic understanding of mortgage servicing concepts and industry practices
  • Familiarity with MSP or similar servicing platforms
  • 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

Cornerstone Capital Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cornerstone Capital Bank and has not been reviewed or approved by Cornerstone Capital Bank.

  • Equity Value & Accessibility An employee stock ownership plan introduced in 2026 and an employee stock purchase option expand access to ownership alongside cash compensation. These additions broaden long‑term wealth‑building opportunities.
  • Leave & Time Off Breadth The package includes paid holidays, vacation, sick time, and personal days, plus dedicated Volunteer Time Off. This breadth supports time away for rest and community involvement.
  • Wellbeing & Lifestyle Benefits An Employee Assistance Program, wellness support, and a hardship fund (Cornerstone Cares) provide tangible resources for health and emergency needs. These programs strengthen non‑cash support beyond core insurance.

Cornerstone Capital Bank Insights

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The Company
HQ: Houston, Texas
200 Employees

What We Do

We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State Bank, a Division of Cornerstone Capital Bank, SSB, 117 Cypress St, Roscoe, TX 79545

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