
2 - 10 employees
Founded 2021
💼 Consulting
💸 Finance
🤝 B2B
Consulting • Finance • B2B
Cardinal Financial Consulting is a founder-led financial services firm that provides forensic accounting, fractional CFO services, and bookkeeping aimed at growth-stage entrepreneurs and businesses preparing for scaling, M&A, or due diligence. The firm emphasizes transparent pricing, senior-led oversight (led by CEO Ryan Yates with 18 years in alternative investments), and services such as forensic readiness, valuation & damages, tax planning, and clean financial records to support strategic decisions and legal/transactional scrutiny. They position themselves between large firms and junior bookkeepers, offering recurring bookkeeping and monthly CFO engagements as well as hourly forensic work.
Selected: 🆕 Date Added.
🕒 September 4
Loan Originator Assistant supporting borrowers and loan originators at nationwide mortgage lender Cardinal Financial. Managing applications, documentation, client communication, and loan-processing workflows.
🇺🇸 United States – Remote
💵 $33k - $52k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
✨ Loan Assistant
👻 Ghost score 0%
🕒 July 28
Producing Branch Manager leading a mortgage origination team at Cardinal Financial. Focused on recruiting, managing performance, and driving production while also contributing personally.
🕒 July 28
Loan Originator leveraging custom-built technology to close more loans and generate leads. Working in a fast-paced environment while managing multiple deals and providing exceptional service.
🇺🇸 United States – Remote
⏰ Full Time
🟢 Junior
✨ Mortgage Loan Originator
🚫👨🎓 No degree required
👻 Ghost score 29%
🕒 July 28
Divisional Operations Manager overseeing mortgage loan processing, compliance, staffing and branch performance. Supporting Cardinal Financial’s nationwide direct mortgage lending operations and borrower experience.