Transaction 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

• Represents the organization to internal and external customers, vendors, members of state and regional government entities and other organizations well by providing exceptional customer service and effective communication skills, both in writing and orally. • Ensures daily, weekly, and monthly internally specified requirements surrounding successful new file welcome contacts, closings, fundings, and customer satisfaction ratings are met. • Works as a team with sales, transaction assistants, underwriting, closing, funding, and management to ensure assigned loans are being processed with timeliness, attention to detail, accuracy, and within compliance of corporate policies, agency, and all state and federal laws. • Finds solutions to challenging scenarios or loan conditions with the ability to find creative and acceptable solutions for restructuring loans in addition to explaining underwriting conditions to borrowers and loan originators alike. • Addresses, resolves, and responds to any consumer concerns related to the processing of the loan and consumer experience as it relates to the underwriting approval and surrounding requirements, all while providing exceptional customer service. • Ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements, and demonstrating a commitment to professional ethics. • Processes documents in an accurate and timely manner to ensure proper audit procedures are followed. • Develops effective professional partnerships with all colleagues. • Assists Transaction Assistants with questions relating to third party documentation requirements and general mortgage and processing concepts.

🎯 Requirements

• High school diploma or GED is required. • Multi-state processing experience is preferred. • Working knowledge of Microsoft Suite, specifically Word and Excel. • Working knowledge of mortgage related software, ability to quickly learn and comprehend proprietary software Octane. • Solid Knowledge of TRID, RESPA, FHLMC, FNMA, FHA, VA program guidelines. • Familiarity with mortgage process and mortgage documents. • Ability to adapt well to change. • Exceptional computer skills. • Demonstrate responsibilities for multi-faceted direction and planning; must be a fast paced individual. • Excellent verbal and written communication skills. • Excellent analytical and organizational skills. • Detail-oriented. • Ability to take direction and comprehend training. • Ability to work closely within a team structure. • Exceptional customer service and effective communication.

🏖️ Benefits

• 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