Truehold is one of the nation’s leading platforms at the intersection of real estate and finance, with 200+ employees operating across 15+ markets. As Truehold continues to scale, we are building a best-in-class mortgage operation focused on investor and DSCR lending, designed to combine institutional rigor with startup speed.
This role offers a competitive base salary and is a key operational hire within a growing business line. We are looking for someone entrepreneurial and execution-driven who thrives in a fast-moving environment, takes ownership of loan files end-to-end, and is motivated to help shape and scale Truehold’s mortgage processing function as the platform grows.
Key Responsibilities
Process DSCR and investor mortgage loans from initial disclosure through closing
Review, verify, and organize borrower, property, and third-party documentation to ensure complete loan files
Calculate and validate DSCR metrics, rental income, and cash-flow inputs in accordance with lender guidelines
Submit loan files to underwriting and manage underwriting conditions through final approval and clear-to-closeCollaborate closely with loan officers, wholesale account executives, underwriters, borrowers, title/escrow, appraisers, and other third-party vendors
Track loan milestones, follow up on outstanding conditions, and proactively resolve issues to keep loans moving
Maintain accurate loan notes, document tracking, and status updates in the loan origination system and lender portals
Ensure compliance with investor requirements, internal policies, and applicable regulatory standards
Required Qualifications
2+ years of mortgage loan processing experience
Strong understanding of mortgage documentation, underwriting conditions, and closing requirements
Demonstrated proficiency with wholesale broker portals
Comfort with investor documentation, rental income, and cash-flow analysis
High attention to detail and strong organizational skills with the ability to manage several loans simultaneously
Professional written and verbal communication skills
Preferred Qualifications
Experience with DSCR and real estate investor loan products
Experience with non-agency or non-QM investor lending
Experience working in a high-volume and/or scaling mortgage operation
We Provide
Competitive compensation and benefits
Marketing and brand presence in the investor ecosystem
Entrepreneurial environment with opportunity to grow with a rapidly scaling mortgage platform
Exposure to a high-volume investor and SFR lending ecosystem
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This role offers a competitive base salary and is a key operational hire within a growing business line. We are looking for someone entrepreneurial and execution-driven who thrives in a fast-moving environment, takes ownership of loan files end-to-end, and is motivated to help shape and scale Truehold’s mortgage processing function as the platform grows.
Key Responsibilities
Process DSCR and investor mortgage loans from initial disclosure through closing
Review, verify, and organize borrower, property, and third-party documentation to ensure complete loan files
Calculate and validate DSCR metrics, rental income, and cash-flow inputs in accordance with lender guidelines
Submit loan files to underwriting and manage underwriting conditions through final approval and clear-to-closeCollaborate closely with loan officers, wholesale account executives, underwriters, borrowers, title/escrow, appraisers, and other third-party vendors
Track loan milestones, follow up on outstanding conditions, and proactively resolve issues to keep loans moving
Maintain accurate loan notes, document tracking, and status updates in the loan origination system and lender portals
Ensure compliance with investor requirements, internal policies, and applicable regulatory standards
Required Qualifications
2+ years of mortgage loan processing experience
Strong understanding of mortgage documentation, underwriting conditions, and closing requirements
Demonstrated proficiency with wholesale broker portals
Comfort with investor documentation, rental income, and cash-flow analysis
High attention to detail and strong organizational skills with the ability to manage several loans simultaneously
Professional written and verbal communication skills
Preferred Qualifications
Experience with DSCR and real estate investor loan products
Experience with non-agency or non-QM investor lending
Experience working in a high-volume and/or scaling mortgage operation
We Provide
Competitive compensation and benefits
Marketing and brand presence in the investor ecosystem
Entrepreneurial environment with opportunity to grow with a rapidly scaling mortgage platform
Exposure to a high-volume investor and SFR lending ecosystem
#J-18808-Ljbffr