Client Relationship Coordinator

Who We Are

Cornestone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer known for its commitment to excellent service, high employee retention, and positive impact on various stakeholders. We value passionate employees who align with our Mission, Vision, and Core Convictions.

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 aims to ensure a positive client experience through strong relationships, coordination, and support.

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.
• Aid in responding to client inquiries and coordinating issue resolution with internal departments.
• Maintain account activities and ensure client requests are completed accurately and timely.
• Prepare, review, and distribute client reports, presentations, and performance metrics.
• Cook up 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

• Competitive salary.
• Medical, Dental, Vision insurance.
• Accidental Death, Long-Term Disability, Short-Term Disability coverage.
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA).
• 401(k) retirement plan.
• Basic Life, Voluntary Life insurance.
• Paid Parental Leave.
• 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.