Construction & Renovation Project Coordinator

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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

• The Construction & Renovation Project Coordinator manages both the pre- and post-funding stages of residential construction and renovation loans. • Monitor, assist, and control the draw/disbursement process from closing through project completion. • Act as the primary point of contact for borrowers, contractors, and builders. • Guide all parties through each milestone, coordinating inspections, document collection, and change-order reviews. • Facilitate the ordering, retrieving, and reviewing of construction and credit documents before underwriter review. • Troubleshoot issues and continuously improve processes. • Serve as primary liaison for stakeholders; provide timely, professional updates and education throughout the loan and construction lifecycle. • Collect, validate, and upload third-party and underwriting documents; maintain accurate data in the system of record. • Monitor and control pre- and post-funding draw processes; coordinate fund releases with Accounts Payable and title partners. • Identify and resolve loan conditions or project issues; communicate underwriting requirements clearly to borrowers and loan originators. • Prioritize and manage multiple files to meet service-level targets. • Partner with Sales, Transaction Assistants, Underwriters, Closers, Funders, Accounting, Post-Funding, and Servicing; mentor peers.

🎯 Requirements

• High school diploma or GED is required. • Minimum of 2 years of experience working in the mortgage industry is preferred. • Minimum of 2 years working with Construction and Renovation Loan programs is preferred. • Ability to take direction and comprehend training. • Ability to work independently and in a team environment. • Must demonstrate strong communication skills including verbal and written with a focus on customer service. • Strong working knowledge of a variety of mortgage loan products, including but not limited to: Conventional, VA, FHA, Jumbo, USDA, and DPA/Bond. • Ability to adapt well to change. • Exceptional computer skills. • Excellent analytical and organizational skills. • Detail-oriented. • Effectively manage multiple demands and competing priorities in a fast-paced environment. • High degree of urgency required.

🏖️ Benefits

• Great compensation package • 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