Producing Branch Manager, Retail

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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

• Lead and manage a high-performing retail origination team • Recruit, hire, and develop Loan Originators and support staff • Drive production, performance metrics, and customer experience • Oversee compliance, pricing adherence, and operational execution • Handle escalations and collaborate with senior leadership • Manage branch financials and expenses • Continue personal production alongside leadership responsibilities • Contribute to evolving the retail business model

🎯 Requirements

• NMLS License required; multi-state licensing may be required • 3+ years managing a mortgage sales team with proven results • 5+ years in mortgage sales in a high-performance environment • Deep knowledge of mortgage products, compliance, and pricing • Proven ability to recruit, develop, and retain top talent • Strong business acumen and leadership presence • Ability to manage multiple priorities without sacrificing profitability

🏖️ Benefits

• Full benefits beginning the first of the month following your start date (Medical, Dental, Vision, Life, Disability, and more) • 401(k) w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment