Regional Account Executive

Cardinal Financial Consulting

Regional Account Executive expanding broker client base and supporting their mortgage needs remotely. Building relationships and delivering training on products and the Octane platform.

Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $23,000 - $37,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and expanding broker client relationships while executing strategic sales plans. Proficient in managing performance metrics and providing market intelligence to drive growth and execution excellence.

Highest-signal resume keywords

Wholesale Account Executive ExperienceEstablished Broker RelationshipsKnowledge of GSE GuidelinesTechnology Fluency in LOS and CRMSales Discipline and Competitive Mindset

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales PlanningPipeline ManagementMarket IntelligencePerformance MetricsTraining Delivery

Soft Skills

Relationship BuildingHigh EnergyCollaboration

Tools & Technologies

LOSCRMPricing EnginesUnderwriting Tools

Industry Keywords

GSE GuidelinesRESPATILAQMTRID

About the role

Key responsibilities & impact

Build and expand a broker client base within your territory
Develop and execute strategic sales plans to grow production
Manage pipeline, performance metrics, and account activity
Drive wallet share and market share across your accounts
Deliver training on products, process, and the Octane platform
Conduct in-person sales visits, presentations, and relationship-building activities
Provide market intelligence and act as a trusted advisor to broker partners
Collaborate with operations to ensure execution excellence

Requirements

What you’ll need

4+ years as a top-performing Wholesale AE
Established book of broker relationships
Deep knowledge of GSE guidelines, RESPA, TILA, QM, TRID, and related regulations
Strong technology fluency (LOS, CRM, pricing engines, underwriting tools)
High energy, competitive mindset, and strong sales discipline
Ability to travel approximately 75% within your territory

Benefits

Comp & perks

Full benefits beginning the first of the month following your start date (Medical, Dental, Vision, Life, Disability, and more)
Generous PTO package including all major holidays
401K w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment