Loan Officer Assistant

Truehold, one of the nation's leading real estate investment platforms (200+ employees, 15+ markets), is rapidly expanding its mortgage division, Truehold Financial. We're looking for a Loan Officer Assistant to support our growing team of Loan Officers by helping manage loan pipelines, coordinate with borrowers and Operations, and deliver an exceptional customer experience. This role primarily supports business purpose lending (DSCR, RTL/Fix-and-Flip, and Non-QM) while also assisting with consumer mortgage loans.

What You'll Do

Support Loan Officers throughout the loan lifecycle, from application through funding

Serve as a borrower contact, collecting documentation and providing timely updates

Prepare, deliver, and track required disclosures and redisclosures

Review loan files for completeness and identify missing or outstanding conditions

Deliver appraisals and property valuations to borrowers when required

Maintain accurate loan records within the LOS and CRM

Identify and escalate issues that could delay closing

Help improve borrower experience through responsive, proactive communication

What Makes Someone Successful Here

You thrive in a fast-paced, high-volume lending environment

You're highly organized and don't let details fall through the cracks

You communicate clearly with borrowers and internal teams

You anticipate problems before they become bottlenecks

You take ownership and enjoy keeping loans moving efficiently

Requirements

2+ years of mortgage industry experience supporting Loan Officers, Processing, or Operations

NMLS licensed or have the ability to get licensed

Experience with business purpose lending (DSCR, Non-QM, investor, or bank statement loans) preferred

Strong understanding of the mortgage origination process and loan documentation

Excellent organizational, communication, and customer service skills

Experience with mortgage technology platforms (LOS, CRM, and Microsoft Office)

Ability to manage multiple loan files in a fast-paced environment

Nice to Have

Experience with LendingPad and/or Salesforce

Experience coordinating with title, appraisal, and closing partners

Previous pipeline management or sales support experience

Why Join Truehold Financial

Join a fast-growing platform transforming investor and residential lending

Work across DSCR, RTL, Non-QM, and consumer mortgage products

Collaborate with an entrepreneurial team focused on speed, execution, and customer experience

Build your career with a company investing heavily in technology, operations, and growth

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