Truehold logo

Senior Mortgage Account Executive

Truehold

United States only

Employee count:201-500

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

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About the job

Apply before:

Jun 22, 2025

Posted on:

Apr 23, 2025

Job type:

Full Time

Experience level:

Senior

Location requirements:

Skills:

NMLS LicenseSFR Investor LoansEncompassLendingPadSalesforceCRMUnderwritingCommunication SkillsSales Pipeline ManagementRelationship ManagementP&L management

About the company

Truehold logoTr

Truehold

Company size:

201-500

Founded in:

2021

Chief executive officer:

Brian Hardecker

Markets:

Residential Real EstatePropTechHome Equity SolutionsReal Estate InvestmentElder Care ServicesFinancial ServicesReal Estate LeasingHousing StabilityRetirement PlanningAlternative Home Financing

Social media:

www.truehold.com