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Company

Valon · 7 hours ago

Investor Reporting Analyst

Phoenix, AZ

Full-time

Remote

Entry, Mid Level

$60K/yr - $80K/yr

2+ years exp

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Responsibilities

Complete daily and monthly reporting for investors within the SLA timelines.

Perform reconciliation, root cause analysis and resolution of daily rejects or edits between Valon's servicing platform and the investor's expected values.

Review and remit funds to investors and clients within the SLA's

Assist in the completion of client billing on a monthly basis

Execute and problem-solve in day-to-day operations for Investor Reporting

Collaborate with other servicing departments in building or improving cross departmental tasks.

Assist with audits by providing required documentation or research as requested.

Provide feedback on existing processes and process changes to improve efficiency of operations.

Collaborate with the Product Managers and Engineering team to successfully implement new products or improvements to existing products.

Scope upcoming changes from the GSE's and determine impacts on system and operational processes.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Investor ReportingGNMA reportingFHA/VA/RHS experienceExcel data analysisFinance degreeSQLAccounting experienceCollaboration skills

Required

Bachelor's Degree or equivalent preferred

2+ years of experience in an investor reporting or finance function

Minimum 2 years of GNMA investor reporting experience

FHA/VA/RHS Experience

Familiarity with large data set analysis in Excel

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

Must be available to collaborate and communicate in regularly held in-person meetings

Preferred

Experience with SQL preferred (not required, but a nice to have)

Benefits

Health & well-being: we'll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits

Grow together: Company wide orientation for you to successfully onboard and other learning & development opportunities including regular review cycles that feature 360 degree feedback

Play together: quarterly budgets for team and company outings. Use it for team swag, cooking classes, or team dinners!

Generous time off: flexible paid time off and 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