Investor Reporting Analyst

Investor Reporting at Valon 
The Investor Reporting Team at Valon is responsible for executing the reporting of mortgage data and 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.

As a member of the Investor Reporting team, you will be responsible for assisting in the day-to-day operations of the Investor Reporting Team including daily and monthly reporting and remitting to Fannie Mae, Freddie Mac, and Non-GSE investors. Along with these day-to-day operations, you will be working alongside management and other cross-functional stakeholders to help scale processes, assist in the creation of new reporting processes, and identify areas for improvement, As an Investor Reporting Analyst, you will be able to bring a strong work ethic, attention to detail and the ability to meet deadlines. The right candidate has an eye for process improvement and is looking to make a meaningful contribution to an industry-leading FinTech company adding automation to the servicing industry.

• Execute and problem-solve in day-to-day operations for the Investor Reporting business
• Assist in timely reporting, remittance, and reconciliation of the mortgage portfolios to investors
• Improve and advise on process efficiencies within Investor Reporting
• Assist in product development from a servicing process and servicing platform lens alongside management.

• Bachelor’s Degree or equivalent preferred
• 1+ years of experience in an investor reporting or finance function
• Familiarity with large data set analysis in Excel

• Excellent critical thinking and problem-solving skills
• Excellent collaboration and communication skills
• Finance or accounting degree or 2-3 years of experience in an accounting or finance role
• Must be available to collaborate and communicate in regularly held in-person meetings

• Medical, dental, and vision insurance plans
• 17 vacation days, 5 sick days, and 11 paid company holidays
• Monthly lunch stipends (groceries qualify!)
• Commuter benefits
• PC Laptop