Truehold · 1 month ago
Mortgage Loan Officer (Inbound Leads Provided)
Jacksonville, FL
Full-time
Hybrid
Entry, Mid Level
2+ years expTruehold is one of the nation’s top players in the real estate investment space, expanding their mortgage lending operations with Truehold Financial. The Mortgage Loan Officer will manage inbound leads, qualify borrowers, and guide them through the mortgage process while ensuring compliance and contributing to the development of lending programs.
LeasingReal EstateResidential
Responsibilities
Manage and convert inbound leads for real estate investor (DSCR, Fix-and-Flip, RTL, etc.) and consumer-purpose mortgage products
Qualify borrowers, collect documentation, structure scenarios, and submit clean files to ops to deliver a smooth, professional end-to-end borrower experience
Diagnose investor needs, structure scenarios, and guide borrowers to the best loan options
Manage a fast-moving pipeline with strong follow-up and speed-to-lead and consistent meeting of monthly production goals
Collaborate with processing, underwriting, and partners to move loans from application to funding efficiently
Maintain full compliance with internal and regulatory requirements
Provide actionable feedback to improve workflows, turn times, and borrower experience
Contribute to building Truehold Financial’s best-in-class lending programs
Qualification
Required
2+ years of experience as a Mortgage Loan Officer/Originator
Proven track record converting inbound leads and originating mortgage loans
Proficiency working with a CRM, LOS and pricing engines
Knowledge of underwriting standards and loan structuring best practices
Excellent communication skills and a collaborative mindset
Highly motivated, organized self-starter with the ability to work independently and hit goals in a dynamic setting
Preferred
Active NMLS license preferred (required only for consumer-purpose loans)
Experience in a startup or fast-paced lending environment
Familiarity with capital markets dynamics, pricing models, and investor product variants
Experience representing a lender at investor events or industry groups
Company
Truehold
Provider of a suite of services, helping seniors access the value of their homes.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-01-01Seed
2021-03-03Seed
Leadership Team
Snehal Kundalkar
CTO & Co-Founder
AnnaMarie DeFrank
Broker Partner
Recent News
Missouri Business Alert
2025-06-13
2025-03-20
Orlando Business Journal
2025-01-28
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