Mortgage Account Executive (DSCR & Investor Loans) jobs in United States
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Truehold · 1 month ago

Mortgage Account Executive (DSCR & Investor Loans)

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
date2+ years exp

Truehold is one of the nation’s top players in the real estate investment space, expanding their mortgage lending operations with Truehold Financial. The Mortgage Account Executive will originate investor loans, build client relationships, and manage the loan pipeline to achieve production goals.

LeasingReal EstateResidential

Responsibilities

Originate DSCR and SFR investor loans with a focus on repeat relationships and long-term client growth
Build and manage a growing book of investor clients, referral partners, and market relationships
Diagnose investor needs, structure scenarios, and guide borrowers to the best loan options
Own the pipeline: qualify, structure, submit, and close with precision while consistently meeting monthly production goals
Develop new business through investor relationships, referral partners, and market outreach
Collaborate closely with operations, processing, and underwriting teams to accelerate funding timelines
Provide product and pricing feedback based on market conversations and borrower trends
Represent Truehold in investor networks, REI groups, and partner events
Contribute to building Truehold Financial’s best-in-class lending programs

Qualification

DSCR loan originationInvestor underwritingLOS/CRM systemsLoan structuring best practicesCommunicationRelationship-buildingSelf-starterOrganizational skills

Required

2+ years originating DSCR and investor-focused loans
Strong command of DSCR metrics, rent schedules, and investor underwriting
Experience using LOS/CRM systems and managing detailed investor files
Knowledge of underwriting standards and loan structuring best practices
Strong communication, relationship-building, and structuring skills
Highly motivated, organized self-starter with the ability to work independently and hit goals in a dynamic setting

Preferred

Existing book of investor clients or referral partners
Experience with non-QM or private credit lending platforms
Familiarity with pricing models, capital markets, or complex deal structuring
Experience in a startup or fast-paced lending environment
Experience representing a lender at investor events or industry groups

Benefits

Competitive compensation with fixed-fee commissions per loan
Marketing and brand presence in the investor ecosystem
Occasional warm investor leads and referrals routed when appropriate
Supportive, entrepreneurial environment where your input and performance have immediate impact
Exposure to a high-volume investor and SFR lending ecosystem
Opportunity to grow with a rapidly scaling mortgage platform

Company

Truehold

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Provider of a suite of services, helping seniors access the value of their homes.
dateFounded in 2021
location
New York, New York, USA
people-size201-500 employees
web-link
https://www.truehold.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
2023-01-01Seed
2021-03-03Seed

Leadership Team

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Snehal Kundalkar
CTO & Co-Founder
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AnnaMarie DeFrank
Broker Partner
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