What are the responsibilities and job description for the Mortgage Account Executive position at Truehold?
We are expanding into mortgage origination and hiring our first Mortgage Account Executive. Because this is a founding role, this will be a hybrid sales and operations role. Commission will be offered as a fixed fee per loan basis in year one. We are looking for someone entrepreneurial, start-up oriented, and eager to sell and contribute to broader MLO/AE operations.
This role can be based in Florida, Georgia, Kansas, Missouri, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas.
Key Responsibilities:
- Serve as the company's lead loan officer for SFR investor 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
- 4 years of experience as a licensed Mortgage Loan Originator
- 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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