Wholesale National Account Executive | Remote

Full Time
Remote
Posted
Job description

Who We Are:

Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees—to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered “good enough.”

Looking to join a company that values its people, innovates and expands on its proprietary technology, and is growing at a ridiculous rate?! Apply below!

What You Need:

  • Undergraduate Degree or Equivalent Experience
  • 1+ years recent mortgage experience
  • 3+ years of sales experience
  • Working knowledge of all GSE, Regulatory & Compliance guidelines (RESPA, TILA, QM, AIR & TRID)
  • Proficiency with technological solutions including LOS, CRM, Social Media, Pricing Engines, and Agency Underwriting Engines
  • Courage to always push outside your comfort zone and be disciplined to take sales action even in the face of rejection
  • Top phone skills required with articulate delivery and building relationships quickly
  • Willingness to accept new ideas, concepts, processes and technology
  • Contagious Enthusiasm
  • Conflict Resolution Skills
  • Accountable to Results
  • Excellent networking and negotiation skills

What You Will Offer:

  • Solicit and Develop a prospective B2B client pipeline
  • Develop tactical strategies and sales disciplines to maximize production opportunity within designated territory
  • Manage pipeline / maintain acceptable performance metrics as determined by CFW
  • Disciplined relationship management of approved accounts with a focus on account activity, wallet share and market-share metrics
  • Drive improvements/efficiencies with Clients
  • Develop production forecasts and marketing/business plans outlined with relevant strategies
  • Engage with Client and Prospective Client database through multiple markets including Phone, Email, Direct Marketing, Social Media tools
  • Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly
  • Share ideas and best practices for success; serve as a peer mentor when called upon
  • Communicate / Develop relationships with Operations / Fulfillment team members
  • Provide market intelligence
  • Have fluency of industry knowledge and enhance your expertise through training, industry publications, lending bulletins
  • Be a subject matter expert on Cardinal Financial policies, procedures, products and technology.
  • Provide technical training and support to brokers with regard to Cardinals’ proprietary technology platform, Octane
  • Conduct group presentations over phone/video to promote Cardinals Value Proposition and present our process, product and technology platforms.
  • Provide excellent service through disciplined follow up and guidance to our Broker Partners
  • Support and Model the culture of Cardinal Financial

What We Offer

  • Strength, Stability, and Vision
  • Great compensation package
  • Opportunity for career growth
  • A commitment to be a relevant market leader - we are aiming for the top!
  • Octane, our engineered proprietary technology helps provide the best mortgage experience possible
  • An empowered culture where your ideas are important and your voice matters
  • Great benefits package and 401K w/ 50% match up to a maximum employee contribution of 5%- Beginning the 1st of the month following 30-days of employment

Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce.The expected base salary for this position is $36,000 plus commission, determined based on the applicant's experience, skillset, education, training, certificates, and licenses.


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