Associate Chief of Staff

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