
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.
🕒 July 28
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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.
• Manage operational pipelines of division branches and processing PODs from the “Sent to Ops” milestone through funding • Collaborate with Division SVPs, VP/Division Manager, Executive Management and Branch management to align processes with corporate directives • Assist Branch Managers with feedback and training on operational functions, completeness, quality, compliance and production goals • Establish production and quality control standards, SLAs and routine audits for Sales and Operations teams • Monitor and rebalance processing pipelines, workloads and volume levels; present processing capacity plans • Coach and develop Operations staff who do not meet performance standards and execute performance-improvement action plans • Review and audit incoming loan applications for completeness and borrower engagement • Monitor expiring locks and clear or escalate lock mismatches and file-level issues • Review and escalate underwriting and closing-document rush requests • Forecast and track branch funding projections and monitor Octane production reports • Address and resolve consumer concerns related to loan approval, processing and consumer experience • Manage loan pipelines to prevent aged files and meet deadlines, service levels and quality expectations • Conduct weekly and monthly pipeline meetings with Branch Managers • Oversee time cards, commissions, discretionary bonus requests, lead-source changes and HR issues for direct and indirect reports • Assist with recruiting, interviewing, onboarding, hiring, training and performance management • Escalate staff performance or training issues and communicate training needs to management • Administer performance reviews, corrective action and coaching for Operations staff • Lead team and individual employee meetings • Oversee planning, implementation, hiring and recruiting of the division marketing team; coach new sales campaigns and marketing strategy • Perform other duties as assigned
• Working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc. • Ability to maintain a high level of professionalism, customer service, and communication with all parties involved in the loan cycle • Proficient with Octane and all other 3rd party settlement service provider functions as required to perform job duties • Strong PC skills • Proficient in MS Windows, Excel, Google G-Suite and Outlook • Intermediate Excel skills a plus • Knowledge of commonly used terminology, concepts, practices and procedures within the mortgage industry • Ability to meet time deadlines while working under pressure • Ability to effectively handle simultaneous tasks and projects in a fast paced environment • Ability to work independently or as a member of a team • Ability to analyze loan account related problems and define solutions
• Great compensation package • Opportunity for career growth • An empowered culture where your ideas are important and your voice matters • 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
Apply Now🕒 July 28
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