Posted:2 weeks ago| Platform: Naukri logo

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Job Type

Full Time

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!

Who We Need:

The National Account Executive is responsible for building and maintaining a mortgage Broker client base capable of meeting/exceeding production requirements. This role will develop tactical strategies and sales disciplines to maximize production opportunity within designated territory. This individual is expected to be effective, resourceful and predisposed to action. This position requires a fluent knowledge of the mortgage industry and strong sales acumen. The position requires a strong technology mind and the Desire to Win!

What You Will Do:
  • 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.
What You Need:
  • Bachelor s degree or equivalent experience.
  • 1+ years of proven sales experience, preferably in a high-performance environment.
  • Previous experience in the mortgage industry or a related field is a plus but not required.
  • Strong understanding of sales principles, including building relationships, negotiation, and closing deals.
  • Courage to push outside your comfort zone and take consistent sales action, even in the face of rejection.
  • Excellent phone skills with the ability to build rapport quickly, articulate solutions effectively, and deliver results in a desk-based sales role.
  • A proactive, self-starter attitude with a strong work ethic and accountability to achieve results.
  • An innovative mindset, with flexibility to embrace new ideas, processes, and technologies.
  • 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.
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

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 ranges from twenty three thousand dollars to thirty seven thousand dollars plus commission, determined based on the applicants experience, skillset, education, training, certificates, and licenses.

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