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Senior Mortgage Account Executive

Own and manage the sales pipeline for SFR investor and consumer-purpose loans
various
Senior
3 months ago
Truehold

Truehold

A firm offering sale-leaseback solutions to help seniors unlock home equity while continuing to live in their homes.

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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Senior Mortgage Account Executive
various
Customer Success
About Truehold
A firm offering sale-leaseback solutions to help seniors unlock home equity while continuing to live in their homes.