BBB Midwest Plains

Loan Processor

• 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

General

• 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

Mortgage Loan Officer – Inbound Leads Provided, DSCR, Non QM, Investor Lending

Financial Planning and Analysis

• 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.

Investment Sales Lead – Home Equity

Inside Sales

• As a Business Development Representative, you’ll be the voice of BBB —connecting with businesses in our Texas territories to share the value of BBB Accreditation.
• You’ll make 100+ outbound calls daily , using a mix of leads from our extensive database, warm leads, self-sourced prospects, and inbound requests.
• Your goal? Build trust, communicate value, and close deals with integrity.

Loan Processor

Mortgage Loan Officer – Inbound Leads Provided, DSCR, Non QM, Investor Lending

Investment Sales Lead – Home Equity

Business Development Representative – Inside Sales