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Regional Account Executive

Company: Cardinal Financial Company Limited Partnership
Location: Chicago
Posted on: January 16, 2022

Job Description:

Who We Are

Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employeesto 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

We are looking for experienced Regional Account Executives that are unwilling to compromise in their pursuit of excellence and wants to help shape the future of lending. The Regional 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 a 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 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 / 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 Financial's proprietary technology platform, Octane.
  • Conduct group presentations over phone/video to promote Cardinal Financial's Value Proposition and present our process, product and technology platforms.
  • Travel extensively in an assigned territory for 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.
    • 2+ years of successful origination experience required.
    • Substantial 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 & the desire to get better every day.
    • Innovative Mindset. Flexibility & willingness to accept new ideas, concepts, processes & technology.
    • The desire to Win / Competitive Spirit.
    • Strong Sales Acumen / Contagious Enthusiasm.
    • Problem Solving Skills / Conflict Resolution.
    • Organized / Accountable for 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.
      • An empowered culture where your ideas are important and your voice matters.
      • Opportunity for career growth.
      • Competitive compensation package.
      • Benefits that become effective the first day of the month following your start date including - Medical, Dental, Vision, Life and much more.
      • 401K w/ 50% match up to a maximum employee contribution of 5%- Effective 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.

        by Jobble

Keywords: Cardinal Financial Company Limited Partnership, Chicago , Regional Account Executive, Other , Chicago, Illinois

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