Senior Mortgage Account Executive

Posted 10 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
Senior level
Enterprise Web • Fashion • Fitness • Healthtech • Real Estate • Generative AI • Infrastructure as a Service (IaaS)
Truehold is the leading provider of sale-leasebacks, the choice for people who want to sell their home without moving.
The Role
Lead as the main loan officer for SFR loans, manage the sales pipeline, structure loans, and maintain client relationships. Oversee compliance and contribute to the development of sales processes and product strategy.
Summary Generated by Built In

Key Responsibilities:

  • Serve as the company’s lead loan officer for SFR investor and consumer-purpose loans
  • Own and manage the sales pipeline: generate leads, cultivate referral relationships, and foster high-quality opportunities
  • Collaborate with partners and internal teams to structure and close loans
  • Expand and manage relationships with repeat investor clients
  • Help define and hit monthly loan origination targets
  • Ensure full compliance with company policies and regulatory standards
  • Help shape our lending playbook: inform product development, build scalable sales processes, and provide feedback on pricing and underwriting
  • Represent the company externally—build partnerships, attend events, and help grow our brand in the investor and mortgage communities

Over time, there could be opportunity to take on broader leadership responsibilities including P&L ownership, state-by-state expansion, and team management as Head of Mortgage

Qualifications: 

  • 8+ years of experience as a licensed Mortgage Loan Originator
  • Must hold an active NMLS license and qualify as a Qualified Individual (QI) in at least one state
  • Proven track record originating SFR investor loans
  • Strong familiarity with LOS systems (e.g., Arrive, Encompass, LendingPad) and CRM tools (Salesforce a plus)
  • Knowledge of underwriting standards and loan structuring best practices
  • Excellent communication skills and a collaborative mindset
  • Experience in a startup or fast-paced lending environment is a strong plus
  • Highly motivated self-starter with the ability to work independently and hit goals in a dynamic setting

Top Skills

Arrive
Encompass
Lendingpad
Nmls
Salesforce
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The Company
HQ: New York, NY
60 Employees
Hybrid Workplace
Year Founded: 2021

What We Do

Truehold is the nation's leading provider of residential sale-leasebacks, the preferred choice for homeowners who want to unlock their equity without taking on debt or moving. A BBB-accredited American company, Truehold has brought together industry-leading experts to unlock over $100 million in home equity to hundreds of residents in 6 cities across the Midwest. Our mission is to create a new type of senior living that enables people to enjoy their health and wealth as they age, without giving up their homes.

Truehold was founded in 2021 where we built our first community of residents in St. Louis. We are a well-capitalized, venture-backed, and New York City-based company with employees all across the US.

Why Work With Us

90% of America's seniors dream of living at home for life—but for many, health and financial challenges will get in the way. We are a mission-driven company founded on the belief that seniors deserve a better option as they age. Our employees (Truepers!) feel a strong connection to our mission and have a real hand in shaping and scaling our company

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