Regional Account Executive - Remote

Overview

As a Regional Account Executive at Cardinal Financial, you will be responsible for building and expanding a broker client base while maximizing existing relationships to drive sales and market share.

In Short

• Build and expand a broker client base within your territory.
• Develop and execute strategic sales plans to grow production.
• Manage pipeline, performance metrics, and account activity.
• Drive wallet share and market share across your accounts.
• Deliver training on products, process, and the Octane platform.
• Conduct in-person sales visits, presentations, and relationship-building activities.
• Provide market intelligence and act as a trusted advisor to broker partners.
• Collaborate with operations to ensure execution excellence.

Requirements

• 4+ years as a top-performing Wholesale AE.
• Established book of broker relationships.
• Deep knowledge of GSE guidelines, RESPA, TILA, QM, TRID, and related regulations.
• Strong technology fluency (LOS, CRM, pricing engines, underwriting tools).
• High energy, competitive mindset, and strong sales discipline.
• Ability to travel approximately 75% within your territory.

Benefits

• A platform brokers actually want to use.
• Comprehensive Broker Data.
• Wide range of products including Agency, Non-QM, and strong Renovation Options.
• Pricing that helps you take share — not defend it.
• Full benefits beginning the first of the month following your start date.
• Generous PTO package including all major holidays.
• 401(k) with 50% match beginning the 1st of the month following 30 days of employment.
• A company scaling fast and investing heavily in TPO growth.