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Valon · 1 day ago

Sr. Investor Reporting Analyst

United States

Full-time

Remote

Mid, Senior Level

4+ years exp

Valon is transforming mortgage servicing and consumer direct lending with a technology-first approach. As a Sr. Investor Reporting Analyst, you will take ownership of complex reporting processes, lead the resolution of escalations, and drive process improvements that enhance accuracy, scalability, and automation across the investor reporting function.

Financial ServicesFinTechReal Estate

Responsibilities

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

Qualification

FNMA investor reportingFHLMC investor reportingMortgage domain knowledgeSQLExcelAnalytical skillsCommunication skillsCollaboration skillsCritical thinking

Required

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

Preferred

Bachelor's Degree or equivalent experience preferred

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 preferred (not required but highly beneficial)

Benefits

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 for you to successfully onboard and other learning & development opportunities, including regular review cycles that feature 360-degree feedback

17 days paid time off, sick days, and 11 company holidays

12 weeks off for both birthing and non-birthing parents - fully paid