Valon

Investor Reporting Analyst

Remote

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Mortgage ServicingIndustries

Requirements

Candidates should possess a Bachelor’s degree or equivalent, demonstrating a strong work ethic and attention to detail, along with the ability to meet deadlines. The ideal candidate will have an eye for process improvement and a desire to contribute meaningfully to an industry-leading FinTech company, adding automation to the servicing industry.

Responsibilities

As an Investor Reporting Analyst, you will complete daily and monthly reporting for investors within established 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 client billing on a monthly basis, execute and problem-solve in day-to-day operations, collaborate with other servicing departments to build or improve cross-departmental tasks, assist with audits by providing documentation or research, provide feedback on existing processes and process changes to improve operational efficiency, and collaborate with Product Managers and Engineering teams to implement new products or improvements.

Skills

Reporting
Reconciliation
Root Cause Analysis
Process Improvement
Client Billing
Operational Efficiency
Collaboration
Documentation
Problem-Solving
System Impact Analysis

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.

Key Metrics

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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