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Loan Processing Manager

Jacksonville, FL

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

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