About Trulo Mortgage
Trulo Mortgage is a mortgage brokerage specializing in DSCR and non-QM lending for real estate investors. We're a focused, fast-moving team building one of the premier investor lending shops on the West Coast. We're growing quickly, and we're looking for a sharp, ambitious operator to join the leadership team as our first Associate Chief of Staff.
Pay
$85,000 annual base salary + performance bonus
The Role
This is a high-visibility, high-ownership role working directly with the CEO. You'll touch nearly every part of the business: finance, people, compliance, lender relationships, and recruiting. If you want CEO-level exposure, real responsibility from day one, and a clear path to grow into a Chief of Staff or Director of Operations role as the company scales, this is the seat.
You'll be our utility player and force multiplier: the person who makes sure the business runs smoothly so the CEO can focus on growth, deals, and strategy.
What You'll Own
Operations & Finance
- Bookkeeping, AP/AR, and monthly reconciliations (with CPA support)
- Payroll and benefits administration
- Vendor management and office operations
- Internal knowledge base / intranet (SOPs, training materials, internal docs)
People & Compliance
- HR administration (employee files, PTO, policies)
- Employee onboarding and offboarding
- NMLS compliance: license renewals, CE tracking, MU1/MU4 filings, state licensing
Lender & Vendor Management
- Maintain wholesale lender approvals and AE relationships
- Track guideline updates and distribute internally
- Support pricing escalations and new lender onboarding
Sales Recruiting (LO Pipeline)
- Source Loan Officer candidates (Modex, BrokerIQ, LinkedIn, NMLS data, referrals)
- Run outreach sequences and qualifying conversations
- Prepare candidate briefs and schedule intro calls with the CEO
- Manage recruiting pipeline and post-offer logistics (sponsorship, license transfers, onboarding)
General Recruiting
- End-to-end recruiting for operations, processing, and admin roles
Who You Are
- Highly organized, detail-oriented, and comfortable juggling multiple workstreams
- Strong written and verbal communicator — you can write a clean email to a wholesale AE and a recruiting message to a Loan Officer with equal ease
- Comfortable with numbers, spreadsheets, and basic accounting concepts
- Self-directed — you don't need to be told what to do twice
- Discreet and trustworthy with sensitive financial and personnel information
- Tech-savvy — comfortable with tools like QuickBooks, Google Workspace, LinkedIn, and CRMs
Nice to Have
- 3–6 years of experience in operations, business management, finance, or a similar generalist role
- Mortgage, real estate, or financial services experience
- Familiarity with NMLS, wholesale lending, or DSCR/non-QM products
- Recruiting or sales development experience
- Bookkeeping or accounting background
Why This Role
- Direct CEO mentorship and visibility into every part of the business
- Clear growth path: Associate Chief of Staff → Chief of Staff / Director of Operations
- Real ownership and decision-making authority from day one