Truehold

Support Loan Officers throughout the loan lifecycle by managing pipelines and coordinating with borrowers and operations. Ensure loan files are complete, disclosures are tracked, and a high-quality customer experience is delivered.

Lead the sales process for Home Equity Investments by managing inbound leads and high-volume outbound calls from initial inquiry to closing. Collaborate with leadership and product teams to refine the go-to-market playbook and product positioning based on homeowner feedback.

Convert high-volume inbound leads for DSCR, RTL, and consumer mortgage products while structuring deals for real estate investors. Manage the end-to-end pipeline from qualification and documentation to funding in collaboration with underwriting and capital markets.