Investor Reporting Associate

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $26 - $35 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

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Valon

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💸 Finance

💳 Fintech

🏠 Real Estate

Finance • Fintech • Real Estate

Valon is a residential mortgage servicer, lender, and insurance agency focused on empowering homeowners. The company offers a wide range of services to manage mortgages, provide loans, and offer insurance solutions to homeowners. Valon aims to simplify the process of homeownership through ease, security, and financial expertise, utilizing modern technology to deliver personalized and streamlined services. With a mission to transform the traditional mortgage industry, Valon provides convenient and intuitive platforms for managing mortgages and accessing financial resources, striving for high-quality customer service and competitive rates.

📋 Description

• 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

🎯 Requirements

• 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. • Bachelor's Degree (preferably in Finance or Accounting or STEM) -or- 2-3 years of experience in an accounting or finance role preferred • Excellent critical thinking and problem-solving skills • Excellent collaboration and communication skills • Minimum education requirement: High school diploma or GED equivalent required • Must be available to collaborate and communicate in regularly held in-person meetings

🏖️ Benefits

• 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