Client Support Analyst

Valon

Completely RemoteFull TimeFinance & Banking
Posted Today

Job description

About the Company

Valon is transforming both mortgage servicing and consumer direct lending with a technology-first approach. Backed by Andreessen Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up to provide homeowners, lenders, and investors with greater transparency and efficiency.

Responsibilities

  • Serve as clients’ primary point of contact for requests, process updates, and troubleshooting
  • Monitor the Client Support inbox and coordinate across business units to address needs according to SLAs
  • Respond to written and verbal client inquiries
  • Document resolution paths to ensure efficiency for future requests
  • Update materials for monthly business review (MBR) meetings
  • Coordinate and manage end-to-end client onboarding processes
  • Develop scalable processes and templates for team growth
  • Manage processes related to FNMA Loan Quality Connect
  • Coordinate in-person on-sites and prepare diligence materials

Requirements

  • 3+ years of experience at a mortgage servicer or financial/enterprise technology company
  • Experience managing high-touch relationships with internal and external stakeholders
  • Proficiency with Microsoft Excel and PowerPoint
  • Experience with Jira or other project management tools
  • Excellent written and verbal communication skills
  • Strong organizational skills and attention to detail
  • Ability to work independently and troubleshoot ambiguous problems

Preferred Qualifications

  • Previous experience in the mortgage servicing space
  • Experience with Google Suite, Looker, SQL, and FNMA Loan Quality Connect
  • Bachelor’s degree
  • Thorough understanding of mortgage servicing concepts, subservicing contracts, and investor guidelines

Skills & tools

SQLJira

What the team is looking for

Use this list as a quick fit check before you apply.

  1. 013+ years mortgage or fintech experience
  2. 02Stakeholder management experience
  3. 03Excel and PowerPoint proficiency
  4. 04Jira experience
  5. 05Strong communication skills
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