Lead Analyst, Operations
Forward Financing- Full Time
- Junior (1 to 2 years)
Candidates should possess 1-2 years of experience in mortgage servicing, investor reporting, loan onboarding/servicing transfers, or accounting support functions, and familiarity with Freddie Mac, Fannie Mae, or Ginnie Mae is considered a plus. Strong organizational skills and attention to detail are essential, along with working knowledge of Microsoft Excel, including data sorting, formulas, and basic pivot tables.
The Flow Servicing Analyst will assist in reviewing and reconciling investor account activity, support the validation of loan purchase advice and funding data, help prepare documentation for client billing and reporting tasks, apply incoming funds to the correct accounts after reconciling with transfer data, retrieve and organize data from investor platforms for internal analysis and tracking, escalate discrepancies and variances to senior team members for resolution, contribute to trend tracking and post-reconciliation analysis under supervision, participate in cash management tasks such as tracking remittance timelines and verifying wire transfers, maintain awareness of servicing transfer processes and related data requirements, collaborate with internal stakeholders to improve workflow processes, respond to internal inquiries and assist with documentation needs during audits, and perform other duties as assigned.
Customer-centric mortgage servicing platform
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.