Investor Reporting Analyst

Remote

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Mortgage ServicingIndustries

Requirements

The ideal candidate should possess a Bachelor’s degree or equivalent, along with a minimum of 2 years of experience in investor reporting or a finance function, including at least 2 years of experience with Freddie, Fannie, or other investors. Familiarity with large data set analysis in Excel and experience with SQL is preferred. Strong critical thinking and problem-solving skills, as well as excellent collaboration and communication skills, are also required. A finance or accounting degree or 2-3 years of experience in an accounting or finance role is necessary, and the ability to meet deadlines is essential.

Responsibilities

As an Investor Reporting Analyst, you will complete daily and monthly reporting for investors within specified Service Level Agreements (SLAs), perform reconciliation, root cause analysis, and resolution of daily rejects or edits between Valon’s servicing platform and investor expectations, review and remit funds to investors and clients within SLAs, assist in the completion of client billing monthly, execute and problem-solve in day-to-day operations for Investor Reporting, collaborate with other servicing departments to build or improve cross-departmental tasks, assist with audits by providing required documentation or research, provide feedback on existing processes and process changes to improve operational efficiency, and collaborate with Product Managers and the Engineering team to implement new products or improvements.

Skills

Mortgage Data Reporting

Financial Reporting

Automation

Process Improvement

Attention to Detail

Deadline Management

Cross-functional Collaboration

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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