Valon Mortgage is hiring a Sr. Investor Reporting Analyst to serve as a subject matter expert for FNMA and/or FHLMC investor reporting. You'll own complex reporting processes, lead resolution of escalations, and drive improvements to enhance accuracy, scalability, and automation, working closely with Product, Engineering, and Servicing Operations.
What You'll Do
- 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.
- 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.
- 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.
- 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.
What We're Looking For
- 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.
Nice to Have
- Bachelor’s Degree or equivalent experience.
- 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 (highly beneficial).
Technical Stack
- Excel
- SQL
Team & Environment
Part of the Investor Reporting team. Works closely with Product, Engineering, Servicing Operations, and Compliance.
Benefits & Compensation
- Competitive salary and 401(k) plan
- Comprehensive medical, dental, & vision benefits
- Pre-tax deductions for public transportation, rideshare services, and parking expenses
- Company-wide orientation and other learning & development opportunities
- Regular review cycles with 360-degree feedback
- 17 days paid time off, sick days, and 11 company holidays
- 12 weeks fully paid parental leave for both birthing and non-birthing parents
Work Mode
This is a hybrid role open to candidates in multiple states.
Valon is an equal opportunity employer that is committed to diversity and inclusion in the workplace.
