Truehold

Finance / FinServ

LoanProcessor

jacksonville, florida, united states
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Loan Processor at Truehold. Skills: DSCR and investor mortgage loan processing, documentation review and verification, DSCR metrics calculation, underwriting condition management, loan file submission, compliance with regulatory standards. 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”

Industry & Context.

Finance / FinServ
Problems you'll solve

proactively resolve issues

Eligibility Requirements

final candidates may be subject to additional background screening, including a credit report, where permitted by law

What They're Looking For.

Must Have

2+ years of mortgage loan processing experience, understanding of mortgage documentation, understanding of underwriting conditions, understanding of closing requirements, Demonstrated proficiency with wholesale broker portals, Comfort with investor documentation, Comfort with rental income analysis, Comfort with cash-flow analysis

Nice to Have

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

What You'll Do.

Process DSCR and investor mortgage loans from initial disclosure through closing

and organize borrower

and third-party documentation to ensure complete loan files

Calculate and validate DSCR metrics

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

Track loan milestones

follow up on outstanding conditions

and proactively resolve issues to keep loans moving

Maintain accurate loan notes

and status updates in the loan origination system and lender portals

Ensure compliance with investor requirements

and applicable regulatory standards

How You'll Work.

Team & Collaboration

Collaborate closely with loan officers, wholesale account executives, underwriters, borrowers, title/escrow, appraisers, and other third-party vendors

Communication Scope

Professional written and verbal communication skills

Process & Methodology

manage several loans simultaneously, Track loan milestones, follow up on outstanding conditions, proactively resolve issues to keep loans moving

Full Job Description

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

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