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National Account Executive
Cardinal Financial
posted 2mon ago
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Job Description
- Solicit and Develop a prospective client pipeline.
- Develop tactical strategies and sales disciplines to maximize production opportunity within designated territory.
- Actively 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.
- Continuously drives improvements/efficiencies with Clients.
- Develop production forecasts and specific marketing/business plans outlined with actionable strategies.
- Engage extensively with Client and Prospective Client database through multiple verticals including but not limited to Phone, Email, Direct Marketing.
- Utilize prescribed CRM metrics in order to drive sufficient outbound sales actions in order to produce expected results, consistently gathering data and updating CRM systems accordingly.
- Share ideas and best practices for success; serve as a peer mentor when called upon.
- Communicate, interact & develop strong rapport with Operations/Fulfillment team members.
- Provide market intelligence as needed.
- Possess fluency of industry knowledge and continuously augments expertise through training, industry publications, lending bulletins, etc.
- Serve as 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 World Class service through highly disciplined follow up and guidance to our Broker Partners.
- Support and model the culture of Cardinal Financial.
- Undergraduate Degree or Equivalent Experience is required.
- 1+ years recent mortgage experience is required.
- 1+ years of sales experience is required.
- 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 constantly push outside your comfort zone and be disciplined to take sales action even in the face of rejection.
- This is a desk based sales role; Exceptional phone skills required with articulate delivery and ability to build rapport quickly.
- Accountable work ethic with proactive self starter discipline & the desire to get better every day.
- Innovative Mindset. Flexibility & willingness to accept new ideas, concepts, processes & technology.
- Desire to Win / Competitive Spirit.
- Strong Sales Acumen / Contagious Enthusiasm.
- Problem Solving Skills / Conflict Resolution.
- Organized / Accountable to Results.
- Excellent networking and negotiation skills.
- Exceptional interpersonal, written and oral communication skills
Employment Type: Full Time, Permanent
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