Investor Reporting Analyst

Position Overview

• Location Type: Hybrid
• Employment Type: Full-time
• Salary: Not specified

Valon is a FinTech company focused on empowering homeowners through mortgage servicing technology. The Investor Reporting team is responsible for reporting mortgage data and funds to investors. This role involves daily and monthly reporting, reconciliation, and assisting with process improvements.

Requirements

• Bachelor’s Degree or equivalent
• Strong work ethic
• Attention to detail
• Ability to meet deadlines

Responsibilities

• Complete daily and monthly reporting for investors within 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 on a monthly basis.
• Execute and problem-solve in day-to-day operations for Investor Reporting.
• Collaborate with other servicing departments in building or improving cross-departmental tasks.
• Assist with audits by providing required documentation or research as requested.
• Provide feedback on existing processes and process changes to improve operational efficiency.
• Collaborate with Product Managers and Engineering teams to implement new products or improvements.
• Scope upcoming changes from the GSEs and determine impacts on system and operational processes.

Company Information

Valon’s mission is to empower every homeowner. We believe the journey of home ownership starts when you get your keys, but lasts far beyond. We’re creating a world where home ownership comes with ease, security, and financial know-how. Our growing team of engineers, operators, product enthusiasts, and experienced servicing professionals are leveraging technology to fundamentally improve the homeownership experience. Through mortgage servicing—the process of paying off one’s mortgage—Valon is taking the first step in transforming the industry one homeowner, and lender, at a time.

Investor Reporting at Valon

The Investor Reporting team at Valon is responsible for reporting mortgage data and the movement of funds to both agency and non-agency investors. We are a team of mortgage and technology professionals working side by side to create automation and efficiency using Valon’s proprietary servicing system. We strive to shape a modernized Investor Reporting system while maintaining a strong level of precision in order to meet the requirements and guidelines of our investors.