Cardinal Financial Consulting
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.
Producing Branch Manager, Retail
Job not on LinkedIn
🕒 July 28
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Cardinal Financial Consulting
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
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