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Wholesale Client Advocate - Remote

Posted 5 days ago
Sales / Business
Full Time
Worldwide
47000 - 67000/year

Overview

The Wholesale Client Advocate at Cardinal Financial is responsible for providing exceptional client experiences and supporting sales and operations teams to drive market share growth.

In Short

  • Full-time position focused on client advocacy in the mortgage industry.
  • Requires strong sales and client support skills.
  • Builds relationships with clients and internal teams.
  • Acts as a subject matter expert on company policies and products.
  • Utilizes problem-solving techniques to resolve client issues.
  • Promotes open communication and feedback.
  • Manages multiple projects with attention to detail.
  • Ensures a positive culture and client experience.
  • Supports a technology-driven approach to lending.
  • Encourages continuous improvement and innovation.

Requirements

  • High school diploma or GED required.
  • 2+ years experience in mortgage banking.
  • Knowledge of industry guidelines and compliance.
  • Proficiency with technological solutions in mortgage lending.
  • Exceptional phone and communication skills.
  • Strong problem-solving and decision-making abilities.
  • Ability to manage multiple tasks under pressure.
  • Resourceful and dependable with a proactive work ethic.
  • Desire to win and a competitive spirit.
  • Experience with third-party origination is a plus.

Benefits

  • Competitive salary and compensation package.
  • Career growth opportunities.
  • Empowered company culture valuing employee input.
  • Comprehensive benefits package including 401K matching.
  • Access to proprietary technology transforming the mortgage industry.
Cardinal Financial logo

Cardinal Financial

Cardinal Financial is a forward-thinking mortgage lending company dedicated to enhancing the mortgage experience through innovative technology and a commitment to exceptional customer service. Founded with a passion for reimagining mortgage lending, Cardinal Financial utilizes its proprietary loan origination software, Octane, to provide a competitive edge. The company prides itself on its talented workforce, fostering a culture of self-starters who are dedicated to going the extra mile for clients and colleagues alike. With a focus on personal relationships and a performance-driven environment, Cardinal Financial offers opportunities for career growth and success in the wholesale mortgage sector.

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