What are the responsibilities and job description for the Loan Processor position at Truehold?
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:
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
- 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
- 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
- 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