Manager, Servicing Transfers

Manager: Servicing Transfers

Position Overview

Valon is seeking a Manager: Servicing Transfers to manage the daily operations of the Servicing Transfers team, ensuring timely, accurate, and compliant onboarding and offboarding of loans. This role requires strong leadership skills to guide team members through multiple simultaneous tasks with competing priorities and immovable deadlines.

About the Company

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

Servicing Transfers at Valon

The Servicing Transfers department is responsible for the operational processes involved in onboarding and offboarding loans from Valon's platform. The team ensures that necessary data, documents, and funds are in place for loan servicing and that all relevant parties are notified promptly.

Responsibilities

• Directly manage a team of loan boarding analysts and transfer coordinators.
• Create and manage scheduling to ensure all onboarding and offboarding activities meet deadlines.
• Develop and maintain Standard Operating Procedures (SOPs) for all departmental job functions.
• Monitor the progress of onboarding and offboarding checklists to ensure adherence to SOPs.
• Update and maintain batch checklists to ensure consistent and compliant execution of job responsibilities.
• Conduct weekly team scrum meetings to address and resolve blockers.
• Hold weekly 1:1 meetings with team members for support, training, and guidance.
• Collaborate with downstream Valon servicing teams to ensure comprehensive and compliant onboarding processes.
• Create and maintain training materials for new team members.
• Handle internal and external audit response requests related to onboarding and offboarding.
• Review internal escalations concerning onboarding and offboarding.
• Perform other duties as assigned.

Minimum Qualifications

• 3-4+ years of management experience.
• 3-4+ years of mortgage servicing experience.
• Excellent leadership skills.
• Basic domain knowledge of mortgage servicing industry concepts.
• Excellent verbal and written communication skills.
• Proven ability to manage competing priorities among team members.
• Excellent organizational skills and attention to detail.

Ideal Background

• Prior experience in servicing transfers, especially in a team management capacity.
• Intermediate or advanced domain knowledge of all mortgage servicing industry concepts.
• Experience in creating/maintaining SOPs and training documentation.
• Experience training individuals or groups.
• Experience operationalizing/building processes within the mortgage servicing industry.
• Recognized as an expert in their process areas within the company.
• Exceptional project management skills and ability to prioritize.

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