If you’re built for outbound sales, love building broker relationships, and can turn a pipeline into predictable production, this role is your lane. You’ll own a territory, drive broker adoption of Cardinal’s platform, and grow wallet share through disciplined follow-up, market know-how, and a “move first” mentality.
About Cardinal Financial
Cardinal Financial is a nationwide direct mortgage lender focused on creating solutions for borrowers, partners, and employees to deliver a standout experience. The company values hard work, continuous improvement, and proprietary technology that supports the lending process.
Schedule
- Remote
What You’ll Do
- Build and maintain a mortgage broker client base that meets or exceeds production goals
- Prospect and develop a strong pipeline of new broker partners
- Create and execute territory strategies to maximize production opportunities
- Manage pipeline activity and performance metrics as defined by the company
- Strengthen relationships with approved accounts to increase activity, wallet share, and market share
- Drive process improvements and efficiencies with broker partners
- Develop production forecasts and marketing or business plans with clear, actionable steps
- Engage broker and prospect lists through phone, email, and direct marketing
- Track outreach, activity, and results in the CRM and maintain accurate data
- Share best practices and mentor peers when needed
- Collaborate closely with operations and fulfillment teams to support broker success
- Provide market intelligence and stay current on industry trends and lending updates
- Serve as a subject matter expert on Cardinal policies, products, procedures, and technology
- Train and support brokers on Cardinal’s proprietary platform, Octane
- Lead group presentations via phone or video to communicate Cardinal’s value proposition
- Deliver consistent follow-up and “world class” service to broker partners
What You Need
- Bachelor’s degree or equivalent experience
- 1+ year of proven sales experience (mortgage experience is a plus, not required)
- Strong relationship-building, negotiation, and closing skills
- Comfortable with consistent outbound activity and handling rejection
- Excellent phone presence and ability to build rapport quickly
- Self-starter mindset with strong accountability and work ethic
- Flexible, innovative, and open to new processes and tools
- Competitive drive and results orientation
- Strong problem-solving and conflict resolution skills
- Organized, detail-aware, and able to manage a fast-moving pipeline
- Strong interpersonal, written, and verbal communication skills
Benefits
- Great compensation package (base plus commission)
- Full benefits starting the first day of the month following your start date (medical, dental, vision, life, disability, and more)
- Generous paid time off plus major holidays
- 401(k) with 50% match beginning the 1st of the month following 30 days of employment
- Career growth opportunities and an empowered culture where your ideas matter
- Work with Octane, Cardinal’s proprietary technology transforming the mortgage industry
This is a hunter role with relationship depth. If you like controlling your output and being measured by production, you’ll feel right at home.
Happy Hunting,
~Two Chicks…