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-close

• Collaborate 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

Disclaimer: Due to the nature of this role, final candidates may be subject to additional background screening, including a credit report, where permitted by law