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Cardinal Financial

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5 Cardinal Financial Jobs

Regional Account Executive

Cardinal Financial

10-12 years

Kolkata, Mumbai, New Delhi + 4 more

1 vacancy

Cardinal Financial

posted 19d ago

Job Role Insights

Key skills for the job

Computer Networking Social Media Marketing Relationship Management CRM Medical Underwriting Wholesale Banking

+ 2 more

Job Description

Solicit and Develop a prospective client pipeline.
Develop tactical strategies and sales disciplines to maximize production opportunity within a 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 drive 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 In-Person Sales visits, Phone, Email, Direct Marketing.
Utilize prescribed CRM metrics in order to drive sufficient outbound sales actions in order to produce expected results.
Share ideas and best practices for success; serve as a peer mentor when called upon.
Communicate, Interact, and Develop strong rapport with Operations / Fulfillment team members.
Provide market intelligence as needed.
Possess expert industry knowledge and continuously augment your expertise through training, industry publications, lending bulletins, etc.
Serve as subject matter expert on Cardinal Financial policies, procedures, products and technology.
Consistently gather data and update CRM systems accordingly.
Provide technical training and support to brokers with regard to Cardinal Financials proprietary technology platform, Octane.
Conduct group presentations at broker offices to promote Cardinals Value Proposition and presents our process, product and technology platforms.
Travel extensively in an assigned territory for face to face client interaction and business development.
Provide World Class service through highly disciplined follow-up and guidance to our Broker Partners.
Support and Model the culture of Cardinal Financial.

What You Need:

Undergraduate Degree or Equivalent Experience is required.
4+ years recent experience as a top performing Wholesale Account Executive is required.
Existing / Established Book of tenured Broker relationships is required.
Working knowledge of all GSE, Regulatory, and Compliance guidelines (RESPA, TILA, QM, AIR TRID).
Proficiency with technological solutions including LOS, CRM, Social Media, Pricing Engines, and Agency Underwriting Engines.
Accountable work ethic with proactive self-starter discipline and the desire to get better every day.
Innovative Mindset. Flexibility and willingness to accept new ideas, concepts, processes and technology.
Desire to Win / Competitive Spirit.
Strong Sales Acumen / Contagious Enthusiasm.
Organized / Accountable to Results.
Excellent networking and negotiation skills.
Exceptional interpersonal, written and oral communication skills.
75% local and/or regional travel required.
Extended and weekend work hours may be required.

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 that is transforming the mortgage industry
An empowered culture where your ideas are important and your voice matters
Full Benefits, beginning the first day of the month following your start date, including - Medical, Dental, Vision, Life, Disability Insurance, and much more
Generous paid time off package that also includes all major holidays
401K w/ 50% match - Beginning the 1st of the month following 30 days of employment

Employment Type: Full Time, Permanent

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