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Andreessen Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care.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 is responsible for delivering accurate, timely reporting and remittance of mortgage data and funds to our agency and non-agency investors. We combine deep mortgage domain knowledge with a modern, tech-forward servicing platform to create scalable and automated investor reporting workflows.
As we continue to grow, we are looking for leaders who bring both operational expertise and a passion for building efficient, automated processes.
As a Sr. Investor Reporting Analyst, you will serve as a subject matter expert (SME) for FNMA and/or FHLMC investor reporting. You will take ownership of complex reporting processes, lead the resolution of escalations, and drive process improvements that enhance accuracy, scalability, and automation across the investor reporting function.
You will work closely with Product, Engineering, Servicing Operations, and Compliance to influence system design, identify opportunities for automation, and ensure Valon stays ahead of evolving investor requirements. This role requires a blend of analytical depth, operational expertise, and leadership, and is ideal for someone excited by the opportunity to both execute and shape the future of Valon’s investor reporting operations.
Core Investor Reporting Execution
Own the end-to-end FNMA and/or FHLMC reporting and remittance processes, ensuring accuracy and adherence to SLA timelines.
Lead complex reconciliations and root-cause analyses for discrepancies or systemic issues.
Execute and oversee the resolution of daily rejects, edits, and exceptions with minimal oversight.
Manage reporting and reconciliation impacts related to new loan sales, co-issuance transactions, and servicing transfers.
Leadership & Subject Matter Expertise
Serve as the team’s SME for investor-specific guidelines, reporting structures, and system impacts.
Provide mentorship and guidance to Analysts, introducing best practices and reinforcing strong analytical and operational discipline.
Act as a point of escalation for advanced issues, cross-functional questions, and investor inquiries.
Support leadership in audit responses and high-risk reviews by owning complex research and documentation.
Process Improvement & Systems Ownership
Lead initiatives to redesign or optimize reporting workflows, documentation, and automated processes.
Partner with Product and Engineering to shape system improvements, articulate business requirements, and validate technical solutions.
Identify and scope the impact of upcoming GSE and investor changes, ensuring Valon remains compliant and operationally prepared.
Develop insights and recommendations using large data sets to improve reporting accuracy and efficiency.
Cross-Functional Collaboration
Collaborate with Cash Operations, Transfers, Payments, Data, and Client Services to ensure seamless end-to-end servicing operations.
Provide investor reporting expertise during client onboarding, system migrations, and integration efforts.
Bachelor’s Degree or equivalent experience preferred.
4+ years of mortgage investor reporting experience, including substantial experience with FNMA, FHLMC, GNMA, Private, and asset reconciliations.
Experience with new loan sales, co-issuance programs, and servicing transfer processes.
Strong Excel skills and familiarity with working with large data sets.
SQL experience preferred (not required but highly beneficial).
Minimum 2+ years of hands-on FNMA/FHLMC investor reporting experience.
Strong analytical and critical thinking skills; ability to work through complex reconciliations and data issues independently.
Excellent communication and collaboration skills; able to partner across technical and operational teams.
Ability to manage multiple priorities and operate effectively in a fast-paced, evolving environment.
Must be available to collaborate in regularly held in-person meetings.
High school diploma or GED required.
Compensation: competitive salary and 401 (k) plan
Health & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits
Commuter benefits: We offer pre-tax deductions for public transportation, rideshare services, and parking expenses to make your commute more affordable and convenient.
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: 17 days 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.
Loading similar jobs...
Discover fully remote job opportunities in the United States at USA Remote Jobs. Apply for roles like Software Developer, Customer Service Specialist, Project Manager, and more!