Post Funding Specialist II

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Cardinal Financial Consulting

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Delivers loan file inventory to investors based on document bundles and stack delivery requirements. • Delivers loan files for all Quality Control and State Audits based on specific stack delivery requirements. • Manages the processing of compliance review fees associated with specific DPA programs and housing entities, ensuring accurate and timely handling. • Actively manages and follows up on delivery completion with investors. • Manages the end-to-end detitling process for manufactured homes on Construction and Exception loans, including borrower outreach, coordination with settlement agents, and direct communication with state titling authorities. • MSR Sale due diligence stack and delivery. • Completes new investor training, including DPA or HFA partners. • Documents imaging into system of record for any missing items required for the loan stack or additional checklists. • Reviews and interprets agency and investor requirements to confirm applicable overlays; validate loan file compliance. • Completes MERS initial registration and transfers in compliance with warehouse, investor, and servicer requirements. • Evaluates and provides input on process and workflow enhancements, procedure updates, and evolving task requirements to drive accuracy and operational efficiency. • Oversees any additional projects or tasks as required.

🎯 Requirements

• High school diploma or GED required. • 3+ year mortgage experience required • Demonstrated knowledge of closing documentation required. • 12+ months Loan Delivery Experience preferred • 12+ months of Manufactured Home Detitling Experience • Familiarity with the loan sale requirements of a variety of mortgage loan products, including but not limited to: Conventional/HAMP, VA, FHA, and USDA preferred. • MERS experience is a plus. • Ability to work independently and in a team environment. • Ability to adapt well to change. • Exceptional computer skills. • Excellent verbal and written communication skills. • Excellent analytical and organizational skills. • Detail-oriented. • Ability to take direction and comprehend training. • Effectively manage multiple demands and competing priorities in a fast paced environment. • High degree of urgency required.

🏖️ Benefits

• Full Benefits, beginning the first day of the month following your start date, including – Medical, Dental, Vision, Life, Disability Insurance, and much more • Generous paid time off package that also includes all major holidays • 401(k) w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment