Client Onboarding Project Manager

Remote

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Mortgage & LendingIndustries

Requirements

The ideal candidate should possess previous experience in cross-functional, external-facing project management, with bonus points for experience in new client onboarding specifically. A thorough understanding of mortgage servicing concepts, including subservicing contracts, investor guidelines, and the responsibilities associated with MSR ownership is preferred.

Responsibilities

As a Client Onboarding Project Manager, you will coordinate and manage end-to-end client onboarding processes, serve as new clients’ primary point of contact for all onboarding-related matters, identify clients’ unique needs and coordinate internally to ensure preparedness, work alongside internal stakeholders to maintain timelines, lead regular client onboarding calls, facilitate a smooth transition to ongoing client support, and contribute to the creation and maintenance of repeatable, efficient client onboarding procedures and processes.

Skills

Client onboarding

Project management

Operational processes

Client communication

Team coordination

Valon

Customer-centric mortgage servicing platform

About Valon

Valon operates as a mortgage servicing platform focused on improving the home ownership experience for its users. It provides homeowners with a user-friendly, mobile-compatible interface that allows them to manage their mortgages efficiently and transparently. The platform offers real-time information about mortgage options, enabling users to explore their choices without any obligation. Valon distinguishes itself from competitors through its commitment to responsive customer service, ensuring quick and high-quality support for its clients. The company's goal is to transform the traditional mortgage industry by making it more accessible and efficient, ultimately empowering homeowners with better tools and information.

New York City, New YorkHeadquarters

2019Year Founded

$339.3MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Medical, dental, & vision insurance plans

flexible sick days

Equity

Company holidays

Generous vacation policy

Laptop, custom accessories, & ergonomic equipment

Paid parental leave

Risks

Increased competition may erode Valon's market share.

Rising interest rates could reduce mortgage refinancing activities.

Expansion into new markets may face regulatory challenges.

Differentiation

Valon offers a mobile-friendly interface for seamless mortgage management.

The company provides real-time, accurate mortgage information to homeowners.

Valon prioritizes customer experience with responsive and high-quality service.

Upsides

Valon's Series C funding supports platform development and market expansion.

Adoption of AI tools enhances Valon's customer service capabilities.

Mobile-first solutions align with Valon's interface, boosting user engagement.

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