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:
Undergraduate Degree or Equivalent Experience is required.
1+ years recent mortgage experience is required.
1+ years of sales experience is required.
Working knowledge of all GSE, Regulatory & Compliance guidelines (RESPA, TILA, QM, AIR & TRID).
Proficiency with technological solutions including LOS, CRM, Social Media, Pricing Engines, and Agency Underwriting Engines.
Courage to constantly push outside your comfort zone and be disciplined to take sales action even in the face of rejection.
This is a desk based sales role; Exceptional phone skills required with articulate delivery and ability to build rapport quickly.
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.
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
