Valon is transforming both mortgage servicing and consumer direct lending with a technology-first approach. Backed by Andreessen Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care. By unifying processes into a modern, AI-native operating system, we’re leading the way in automation, compliance, and continuous improvement across our servicing and lending businesses.
Our mission is to empower every homeowner by making the mortgage experience simple, secure, and financially empowering. To achieve this, we bring together world-class engineers, servicing experts, lending professionals, and operations leaders who share a passion for improving the homeowner journey. We’re not only reshaping what servicing and lending look like today—we’re creating opportunities for talented people to help drive the future of the industry.
As we continue to grow, Valon is expanding its footprint across multiple states, opening the door to exciting new roles and career paths. Joining Valon means becoming part of a fast-scaling company where innovation, collaboration, and customer impact go hand in hand. Mortgage is just the beginning—we’re building the future of regulated finance, and we want you to be part of it.
The Investor Reporting Team at Valon is responsible for executing the reporting of 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.
We are seeking a detail-oriented and experienced Investor Reporting Associate to join our dynamic Investor Reporting team. This role is essential in ensuring timely and accurate reporting and reconciliation of mortgage loan data to our investor partners, including Fannie Mae, Freddie Mac, Ginnie Mae, and private 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.
Report loan activity records accurately and on time to Investors.
Perform monthly reconciliations in accordance with investor requirements.
Maintain remittance schedules and ensure the timely delivery of funds.
Apply amortization schedules to loan data for proper reporting.
Collaborate with internal departments and understand the impact of servicing events on reporting.
Utilize internally developed systems and tools in order to perform root cause analysis
Use Excel (including VLOOKUPs, pivot tables, and basic formulas) and Google Workspace tools to manage reporting data.
Other duties as assigned
1 year of Investor Reporting experience within mortgage servicing.
Proven experience working with Fannie Mae, Freddie Mac, Ginnie Mae, and private investors.
Strong understanding of remittance types and loan amortization.
General understanding of mortgage servicing operations and department functions.
Proficiency in Excel (vlookup, pivot tables, sum functions) and basic use of Gmail and Google Workspace.
Excellent critical thinking and problem-solving skills
Excellent collaboration and communication skills
Bachelor's Degree (preferably in Finance or Accounting or STEM) -or- 2-3 years of experience in an accounting or finance role preferred
Must be available to collaborate and communicate in regularly held in-person meetings
Compensation: Competitive salary and 401k plan
Health & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits
Grow together: Company-wide orientation for you to successfully onboard and other learning & development opportunities, including regular review cycles that feature 360-degree feedback
Generous time off: flexible paid time off, sick days, and 11 company holidays
Baby bonding time!: 12 weeks off for both birthing and non-birthing parents - fully paid so you can focus your energy on your newest addition
Throughout the interview process, please remember that emails will only be from valon.com email addresses. We will never ask for any personally identifiable information during the interview process itself. Please reach out to talent@valon.com if you have any requests to verify the authenticity of an outreach.
Valon is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. Valon makes hiring decisions based solely on qualifications, merit, and business needs at the time.
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