Valon

Client Support Analyst

Remote

Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial Services, Mortgage ServicingIndustries

Position Overview

  • Location Type:
  • Job Type:
  • Salary:

Valon's mission is to empower every homeowner by creating a world where home ownership comes with ease, security, and financial know-how. We are transforming the mortgage servicing industry by leveraging technology to improve the homeownership experience.

The Servicing Transfers Department at Valon manages the onboarding and off-boarding of loans, ensuring necessary data, documentation, and funds are accessible and stakeholders are informed. The Client Support Team represents Valon in all client interactions, ensuring client needs are met promptly and accurately.

About the Role

We are seeking a Client Support Analyst to manage client communications, address ad hoc requests, prepare for business reviews, and coordinate client onboarding. This role involves improving departmental processes and developing process and product insights. The ideal candidate is growth-oriented, communicative, and collaborative, eager to contribute to a fast-growing startup.

Responsibilities

  • Serve as the primary point of contact for client requests, process updates, and troubleshooting.
  • Monitor the Client Support inbox and coordinate across business units to address client needs according to SLAs.
  • Respond to client inquiries via written and verbal communication.
  • Document resolution paths to improve efficiency for future requests.
  • Update materials for monthly MBR meetings with clients and internal subject matter experts.
  • Coordinate and manage end-to-end client onboarding processes.
  • Develop scalable processes and templates to support team and client growth.
  • Manage all processes related to FNMA Loan Quality Connect.
  • Coordinate in-person on-sites and prepare relevant diligence materials and requests.

Requirements

Ideal Qualifications:

  • Previous experience in a client-facing role, preferably in mortgage servicing.
  • Experience with Google Suite, Looker, SQL, and FNMA Loan Quality Connect.
  • Bachelor’s degree.
  • Thorough understanding of mortgage servicing concepts (subservicing contracts, investor guidelines, MSR ownership responsibilities).

Minimum Qualifications:

  • 3+ years of experience at a mortgage servicer or financial/enterprise technology company.
  • Previous experience managing high-touch client relationships.

Company Information

Valon is a growing team of engineers, operators, product enthusiasts, and experienced servicing professionals dedicated to transforming the homeownership experience through technology.

Skills

Client Communication
Customer Service
Documentation
Coordination
Virtual Meeting Management
Email Correspondence

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.

Land your dream remote job 3x faster with AI