Truehold
Financial Services
LoanProcessor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Loan Processor at Truehold. Skills: Loan processing, Investor lending, DSCR analysis. Process DSCR mortgage loans. Process investor mortgage loans”
Industry & Context.
Issue resolution
Background screening, Credit report screening
What They're Looking For.
Must Have
2+ years mortgage loan processing experience, Understanding of mortgage documentation, Understanding of underwriting conditions, Understanding of closing requirements, Proficiency with wholesale broker portals, Comfort with investor documentation, Comfort with rental income analysis, Comfort with cash-flow analysis, High attention to detail, Organizational skills, Ability to manage several loans simultaneously, Professional written communication skills, Professional verbal communication skills
Nice to Have
Experience with DSCR loan products, Experience with investor loan products, Experience with non-agency lending, Experience with non-QM investor lending, Experience in high-volume mortgage operation, Experience in scaling mortgage operation
What You'll Do.
Process DSCR mortgage loans
Process investor mortgage loans
Review borrower documentation
Verify borrower documentation
Organize borrower documentation
Review property documentation
Verify property documentation
Organize property documentation
Review third-party documentation
Verify third-party documentation
Organize third-party documentation
Calculate DSCR metrics
Validate DSCR metrics
Calculate rental income
Validate rental income
Calculate cash-flow inputs
Validate cash-flow inputs
Submit loan files to underwriting
Manage underwriting conditions
Track loan milestones
Follow up on outstanding conditions
Maintain accurate loan notes
Maintain document tracking
Maintain status updates
Ensure compliance with investor requirements
Ensure compliance with internal policies
Ensure compliance with regulatory standards
How You'll Work.
Team & Collaboration
Collaborate with loan officers; Collaborate with wholesale account executives; Collaborate with underwriters; Collaborate with borrowers; Collaborate with title/escrow; Collaborate with appraisers; Collaborate with third-party vendors
Communication Scope
Written communication; Verbal communication
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
Applying for this Loan Processor role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Truehold?
Real rants from real employees. Read before you apply.