BBB Midwest Plains

• 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

• Process DSCR and investor mortgage loans from initial disclosure through closing • Review, verify, and organize borrower, property, and third-party documentation to ensure complete 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 • Collaborate closely with loan officers, wholesale account executives, underwriters, borrowers, title/escrow, appraisers, and other third-party vendors • Track loan milestones, follow up on outstanding conditions, and proactively resolve issues to keep loans moving • 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 applicable regulatory standards

• Engage with inbound leads - homeowners exploring an HEI - and guide them from initial inquiry through signed agreement. • Make a high volume of outbound calls daily to connect with prospective homeowners in your pipeline. • Educate homeowners on Truehold Financial's HEI product: how it works, how it compares to alternatives (HELOCs, cash-out refis), and why it may be the right fit for their situation. • Serve as a single point of contact throughout the process - own the homeowner relationship start to finish. • Manage your pipeline in Salesforce - document every activity, keep deal stages current, and flag stalled files proactively. • Provide regular, proactive status updates to homeowners via phone, email, and text: what's been completed, what's next, and what you need from them. • Coordinate with internal processors and underwriters to keep applications moving and resolve bottlenecks quickly. • Track and work toward monthly and quarterly sales targets; flag early if you're off pace. • Develop a thorough understanding of the HEI product, including underwriting guidelines, eligibility criteria, and common objection responses. • Stay current on the competitive landscape and know how to position Truehold Financial's offering. • Collaborate cross-functionally with originations, marketing, and legal to resolve questions and support a high-quality homeowner experience. • Contribute to team culture by sharing what's working: call techniques, objection handling, product positioning.

• Convert a high volume of inbound leads across DSCR, RTL/Fix-and-Flip, and consumer mortgage products • Qualify borrowers, structure deals, and guide clients to the best loan solutions • Collect documentation and submit clean, well-structured files to processing/underwriting • Manage a fast-moving pipeline with strong speed-to-lead, follow-up, and conversion discipline • Consistently hit monthly production and conversion targets • Partner cross-functionally with processing, underwriting, and capital markets to drive deals to funding • Provide feedback to improve turn times, workflows, and borrower experience • Contribute to building best-in-class investor lending programs

• Design and manage structured onboarding programs across Truehold and Truehold Financial sales roles, including role-specific ramp plans, product training, and clear 30/60/90 milestones • Build and maintain the core enablement library—playbooks, talk tracks, battlecards, and product materials—grounded in how deals are actually won • Deliver ongoing enablement through targeted training, micro-learning, and workshops aligned to product updates, methodology, and performance gaps • Diagnose skill and knowledge gaps using data and field insight, and design solutions that drive measurable improvements in productivity, pipeline, and revenue • Define and track enablement KPIs (e.g., time-to-productivity, win rates, quota attainment, content adoption) and iterate programs based on results • Document and standardize the end-to-end sales motion, maintaining SOPs and owning the sales knowledge base (Notion) for accuracy and accessibility • Partner cross-functionally with Sales, RevOps, Marketing, and Product to support GTM initiatives, product launches, and process changes with strong field readiness • Evaluate, implement, and drive adoption of sales tools and CRM workflows, translating operational changes into clear, actionable enablement • Build a coaching and continuous learning ecosystem in partnership with sales leadership, incorporating manager feedback, peer learning, and performance insights • Monitor market trends and leverage emerging tools (including AI) to continuously improve enablement speed, quality, and impact

• Providing best-in-class, end-to-end customer experiences from inbound lead to close • Discovering individual seller motivation and matching our Sale-Leaseback product to their needs • Managing pipeline activity in Salesforce • Sharing key learnings with team members to increase team success • Partnering with teams across the business including Transaction Managers, Marketing and Real Estate • Serving as a brand ambassador to customers, partners, and other stakeholders

• Lead, coach, and develop a team of processors in a high-volume, KPI-driven environment • Personally manage and process DSCR and investor loan files end-to-end • Oversee team pipeline to ensure speed-to-close, SLA adherence, and minimal bottlenecks • Build, document, and refine SOPs, workflows, and condition management frameworks

• Make 100–150 outbound calls/day to warm/inbound leads • Understand homeowner goals and position Truehold as a solution • Qualify, manage, and prioritize a high-volume pipeline in Salesforce • Hit daily + monthly KPIs (calls, contact rate, conversions) • Partner closely with Marketing + Real Estate teams to improve lead quality + outcomes

• Lead, manage, and motivate a team of 8–10 inbound Loan Officers to achieve and exceed origination targets. • Own inbound lead management strategy, including call cadence, speed-to-lead, and conversion playbooks. • Train and coach Loan Officers on sales execution, loan structuring, deal qualification, and pipeline management. • Track and manage funnel performance across key metrics (contact → application → funded). • Prepare and present regular reporting on team performance, sales targets, and other key metrics to senior management. • Ensure all origination activity complies with applicable federal and state mortgage regulations. • Own CRM workflows, lead routing, and follow-up standards to ensure no lead leakage. • Work closely with marketing, operations, tech, and customer service to ensure a cohesive borrower experience.

• Originate Non QM, DSCR and investor loans with a focus on repeat relationships and long-term client growth • Build and manage a growing book of investor clients, referral partners, and market relationships • Diagnose investor needs, structure scenarios, and guide borrowers to the best loan options • Own the pipeline: qualify, structure, submit, and close with precision while consistently meeting monthly production goals • Develop new business through investor relationships, referral partners, and market outreach • Collaborate closely with operations, processing, and underwriting teams to accelerate funding timelines • Provide product and pricing feedback based on market conversations and borrower trends • Represent Truehold Financial in investor networks, REI groups, and partner events • Contribute to building Truehold Financial’s best-in-class lending programs