Full-Time

Servicing Mail Operations Specialist

Updated on 12/20/2024

Valon

Valon

201-500 employees

Customer-centric mortgage servicing platform

Fintech
Financial Services

Entry, Junior

Phoenix, AZ, USA

Position requires onsite presence in Phoenix, Arizona.

Category
Warehouse Operations
Operations & Logistics
Required Skills
Customer Service
Requirements
  • Basic understanding of the mortgage servicing industry, preferably in the mortgage servicing industry.
  • Ability to handle confidential material in a professional, ethical manner.
  • Professional communication skills, written and verbal.
  • Must be proficient in Google Apps (Sheets, Docs, etc.).
  • Excellent communication and interpersonal skills.
  • Detail-oriented with strong organizational and problem-solving abilities.
  • Proficiency in using loan servicing software and fintech tools.
  • Ability to work effectively in a fast-paced and dynamic start-up environment.
  • Previous experience in loan servicing or mortgage-related roles is highly desirable.
  • Familiarity with mortgage servicing software systems.
  • Strong knowledge of mortgage industry regulations, including RESPA and TILA.
  • Experience in document management and record-keeping.
  • Customer service experience in a financial services environment is a plus.
Responsibilities
  • Pick up, open, scan, upload, and distribute all incoming mail and packages received, which includes checks.
  • Track and log mail and packages to ensure all documents are properly processed.
  • Follow up, and resolve any missing, misdirected, or incomplete items related to mail processing as a first point of contact.
  • Process outgoing mail for all Loan Administration.
  • Collaborate with internal teams to meet deadlines and SLAs (Service Level Agreements), ensuring all documents are processed within required time frames.
  • Manage, organize, and file physical documents for retrieval by internal teams as needed.
  • Address inquiries related to the mail and respond timely to ensure the smooth flow of the mail delivery process.
  • Update and annotate all actions/follow-ups processed on mail in all appropriate systems.
  • Review and print mortgage documents, to deliver to authorized signers, and mail out daily.
  • Work with relevant internal teams to coordinate, review and delivery of daily incoming documents that need immediate attention or action.
  • Ensure all documents, such as mortgage insurance, collateral, payments, or legal documents, are correctly identified and distributed to the appropriate team.
  • Monitor and update internal teams on the status of the documents, ensuring there are no delays or missing items in the processing pipeline.
  • Any other duties assigned by management.

Valon operates as a mortgage servicing platform focused on improving the home ownership experience for its users. It provides homeowners with a user-friendly, mobile-compatible interface that allows them to manage their mortgages efficiently and transparently. The platform offers real-time information about mortgage options, enabling users to explore their choices without any commitment. Valon distinguishes itself from competitors through its emphasis on responsive customer service, ensuring quick and high-quality support for its clients. The company's goal is to transform the traditional mortgage industry by making it more accessible and efficient, ultimately empowering homeowners with better tools and information to manage their financial commitments.

Company Stage

Series C

Total Funding

$339.3M

Headquarters

New York City, New York

Founded

2019

Growth & Insights
Headcount

6 month growth

17%

1 year growth

19%

2 year growth

27%
Simplify Jobs

Simplify's Take

What believers are saying

  • Valon raised $100M in Series C funding for platform development and expansion.
  • Adoption of AI tools can enhance Valon's 24/7 customer service capabilities.
  • Mobile-first strategies can improve Valon's interface for users preferring mobile management.

What critics are saying

  • Increased competition from tech-enabled mortgage servicers could erode Valon's market share.
  • New regulatory requirements may increase operational costs for Valon.
  • Valon's move to Midtown South may lead to higher operational costs.

What makes Valon unique

  • Valon offers a tech-enabled platform approved by Fannie Mae and Freddie Mac.
  • The company provides real-time, accurate mortgage information through an intuitive mobile interface.
  • Valon's customer service is highly responsive, enhancing the homeowner experience.

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Benefits

Medical, dental, & vision insurance plans

flexible sick days

Equity

Company holidays

Generous vacation policy

Laptop, custom accessories, & ergonomic equipment

Paid parental leave