Full-Time

Investor Accounting Analyst

Confirmed live in the last 24 hours

Valon

Valon

201-500 employees

Technology-driven mortgage servicing platform

Fintech
Financial Services

Compensation Overview

$59.5k - $80.5kAnnually

Mid, Senior

Remote in USA

Category
Cost Accounting
Financial Accounting
Financial Analysis
Accounting
Required Skills
Excel/Numbers/Sheets
Requirements
  • 3+ years of experience in investor accounting and/or MSR billing within the mortgage servicing industry.
  • Hands-on experience with Freddie Mac, Fannie Mae, and Ginnie Mae loan portfolios.
  • Proficiency in using investor reporting platforms and mortgage servicing systems.
  • Strong analytical and problem-solving skills with attention to detail.
  • Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, formulas).
  • Excellent verbal and written communication skills.
  • Ability to prioritize tasks, meet deadlines, and work collaboratively across teams.
  • 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.
Responsibilities
  • Prepare and submit accurate monthly and daily reporting to investors, including Freddie Mac, Fannie Mae, and Ginnie Mae.
  • Demonstrate a basic understanding of mortgage servicing and servicer level responsibilities on behalf of Mortgage Service Rights (MSR) Owners.
  • Complete Root Cause Identification, Resolution, and Remediation of custodial account variances.
  • Perform reconciliations of investor accounts, identifying and resolving discrepancies promptly.
  • Prepare monthly post reconciliation analyses to identify trends.
  • Review and prepare client billing related items.
  • Ensure compliance with investor guidelines and regulatory requirements.
  • Assist in cash management processes, including remittance and reconciliation.
  • Collaborate with internal teams to streamline processes and improve operational efficiency.
  • Provide user feedback to product and engineering teams.
  • Participate in audits and provide required documentation to internal and external stakeholders.
  • Maintain up-to-date knowledge of investor guidelines and mortgage servicing practices.

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

0%

1 year growth

-2%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Valon's Series C funding supports platform development and market expansion.
  • Adoption of AI tools enhances Valon's customer service capabilities.
  • Mobile-first solutions align with Valon's interface, boosting user engagement.

What critics are saying

  • Increased competition may erode Valon's market share.
  • Rising interest rates could reduce mortgage refinancing activities.
  • Expansion into new markets may face regulatory challenges.

What makes Valon unique

  • Valon offers a mobile-friendly interface for seamless mortgage management.
  • The company provides real-time, accurate mortgage information to homeowners.
  • Valon prioritizes customer experience with responsive and high-quality service.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Medical, dental, & vision insurance plans

flexible sick days

Equity

Company holidays

Generous vacation policy

Laptop, custom accessories, & ergonomic equipment

Paid parental leave