
2 - 10 employees
Founded 2021
πΌ Consulting
πΈ Finance
π€ B2B
Consulting β’ Finance β’ 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.
π₯ 14 minutes ago
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2 - 10 employees
Founded 2021
πΌ Consulting
πΈ Finance
π€ B2B
Consulting β’ Finance β’ 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.
β’ Delivers loan file inventory to investors based on document bundles and stack delivery requirements. β’ Delivers loan files for all Quality Control and State Audits based on specific stack delivery requirements. β’ Manages the processing of compliance review fees associated with specific DPA programs and housing entities, ensuring accurate and timely handling. β’ Actively manages and follows up on delivery completion with investors. β’ 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. β’ MSR Sale due diligence stack and delivery. β’ Completes new investor training, including DPA or HFA partners. β’ Documents imaging into system of record for any missing items required for the loan stack or additional checklists. β’ Reviews and interprets agency and investor requirements to confirm applicable overlays; validate loan file compliance. β’ Completes MERS initial registration and transfers in compliance with warehouse, investor, and servicer requirements. β’ Evaluates and provides input on process and workflow enhancements, procedure updates, and evolving task requirements to drive accuracy and operational efficiency. β’ Oversees any additional projects or tasks as required.
β’ High school diploma or GED required. β’ 3+ year mortgage experience required β’ Demonstrated knowledge of closing documentation required. β’ 12+ months Loan Delivery Experience preferred β’ 12+ months of Manufactured Home Detitling Experience β’ 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. β’ MERS experience is a plus. β’ Ability to work independently and in a team environment. β’ Ability to adapt well to change. β’ Exceptional computer skills. β’ Excellent verbal and written communication skills. β’ Excellent analytical and organizational skills. β’ Detail-oriented. β’ Ability to take direction and comprehend training. β’ Effectively manage multiple demands and competing priorities in a fast paced environment. β’ High degree of urgency required.
β’ Full Benefits, beginning the first day of the month following your start date, including β Medical, Dental, Vision, Life, Disability Insurance, and much more β’ Generous paid time off package that also includes all major holidays β’ 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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π° $36.7M Private Equity Round - SAM on 2014-03
β° Full Time
π‘ Mid-level
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