Loan Processing Manager
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 combining institutional rigor with startup speed.
This is a high-impact operational leadership role within a rapidly growing business line. We are seeking a senior, entrepreneurial Processing Manager who not only executes loan files end-to-end with excellence, but also helps build and formalize the systems, SOPs, and infrastructure that will power the next stage of Truehold’s mortgage growth.
The ideal candidate thrives in fast-moving environments, takes full ownership of complex loan files, and is motivated to bring structure, consistency, and scalability to a developing platform.
Key Responsibilities
Operational Leadership & Process Development
- Design, document, and continuously improve standard operating procedures (SOPs) for loan processing
- Build scalable workflows, condition management frameworks, and documentation standards
- Partner with leadership to establish KPIs, SLAs, and quality control benchmarks
- Identify bottlenecks and recommend process enhancements to increase efficiency and reduce defects
- Assist in selecting and optimizing technology tools, lender portals, and LOS workflows
- Support onboarding and training of new processors as the team grows
- Help establish best practices for communication cadence and milestone transparency
Loan Execution & Pipeline Management
- Process DSCR and investor mortgage loans from initial disclosure through closing
- Review, verify, and organize borrower, property, and third-party documentation to ensure complete and high-quality 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
- Proactively identify and resolve issues to maintain timeline integrity and closing targets
- 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 regulatory standards
- Serve as a senior point of contact for loan officers, wholesale account executives, underwriters, borrowers, title/escrow, appraisers, and third-party vendors
Required Qualifications
- 4+ years of mortgage loan processing experience, with meaningful exposure to DSCR and investor loan products
- Strong understanding of wholesale broker processes and lender portal submissions
- Demonstrated ability to independently manage complex files and resolve underwriting challenges
- Deep familiarity with investor documentation, rental income analysis, and cash-flow calculations
- Proven experience improving processes or building documentation within a team
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
Preferred Qualifications
- Experience with non-agency or non-QM investor lending
- Experience in a scaling or high-growth mortgage operation
- Prior experience mentoring or training junior processors
- Comfort operating in a startup-style, fast-paced environment
What Success Looks Like
- Files move efficiently with minimal defects and reduced condition cycles
- SOPs and workflows are clearly documented and adopted by the team
- Turn times improve as volume scales
- The processing function becomes repeatable, measurable, and scalable
- Cross-functional stakeholders view processing as a structured and reliable partner
We Provide:
- Competitive compensation and benefits
- Marketing and brand presence in the investor ecosystem
- Entrepreneurial environment with opportunity to grow with a rapidly scaling mortgage platform
- Exposure to a high-volume investor and SFR lending ecosystem
Disclaimer: Due to the nature of this role, final candidates may be subject to additional background screening, including a credit report, where permitted by law