Valon · 6 days ago
Supervisor - Servicing Transfers
United States
Full-time
Remote
Mid, Senior Level
$85K/yr - $115K/yr
3+ years expValon is transforming mortgage servicing and consumer direct lending with a technology-first approach. As a Supervisor in the Servicing Transfers department, you will lead the day-to-day operations for onboarding and offboarding loans, ensuring compliance and operational excellence while coaching a team of specialists and coordinators.
Financial ServicesFinTechReal Estate
Responsibilities
Supervise daily onboarding and offboarding workstreams to ensure activities are completed accurately, compliantly, and on time
Assign and prioritize day-to-day tasks across the team to ensure consistent coverage and throughput
Monitor batch checklists and status trackers to ensure completeness and SOP adherence
Identify risks to the timeline, compliance, or data quality and escalate proactively to the Manager as needed
Coordinate with internal and external stakeholders (e.g., servicing operations teams, clients, other servicers) to ensure timely handoffs and complete transfer requirements
Perform regular quality checks of key onboarding/offboarding deliverables and ensure remediation occurs quickly
Serve as first-line support for operational escalations related to transfer timelines, missing documentation, data discrepancies, and borrower-impacting issues
Support internal and external audit requests by locating documentation, validating completion evidence, and organizing materials for the Manager and compliance partners
Ensure the team is operating in accordance with Valon policies and applicable servicing transfer requirements
Provide ongoing coaching, feedback, and on-the-job training to specialists and coordinators
Conduct regular 1:1s with team members focused on performance, development, and removing blockers
Assist with onboarding and ramping new team members by reinforcing training plans and supporting skill development
Promote a high-accountability, high-support team culture that aligns with Valon’s standards and values
Partner with the Manager to keep SOPs and training materials accurate and current by providing frontline feedback and suggested updates
Identify recurring workflow issues and propose process improvements to drive better speed, accuracy, and consistency
Help maintain consistent tracking and documentation standards across all active transfer batches
Qualification
Required
1–2+ years of people leadership experience (team lead, supervisor, or equivalent)
2–4+ years of mortgage servicing experience, with exposure to servicing transfer onboarding/offboarding preferred
High School Diploma or equivalent required
Strong understanding of mortgage servicing concepts and the operational requirements of loan boarding and transfer processes
Strong written and verbal communication skills
Proven ability to manage competing priorities and execute reliably against deadlines
Highly organized with strong attention to detail and comfortable working in process-driven environments
Preferred
Prior experience in servicing transfers (boarding and/or transfer operations), especially in a team lead or supervisory capacity
College degree preferred
Experience using checklists, QA routines, and reporting to manage operational work and ensure compliance
Experience in training and coaching individuals or groups in operational roles
Comfort working cross-functionally to resolve issues quickly and drive outcomes
Demonstrated ability to identify process gaps and help implement improvements with strong follow-through
Benefits
Competitive salary with a meaningful stake in the company via equity
401k plan
Comprehensive medical, dental, & vision benefits
Pre-tax deductions for public transportation, rideshare services, and parking expenses
Company-wide orientation and learning & development opportunities, including regular review cycles and 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
Company
Valon
Valon is building the AI-native operating system for regulated finance.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$197.1MKey Investors
WestCapAndreessen Horowitz
2024-10-23Series C· $100M
2021-11-03Series B· $43.9M
2021-02-02Series A· $50M
Leadership Team
Andrew Wang
CEO/Co-founder
Jonathan Hsu
Co-Founder
Recent News
2025-04-03
2025-03-20
Company data provided by crunchbase