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9 Cardinal Financial Jobs
Regional Account Executive
Cardinal Financial
posted 2 weeks ago
Job Role Insights
Key skills for the job
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.
- 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.
Employment Type: Full Time, Permanent
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