Investor Reporting Associate

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Andreessen Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care. By unifying processes into a modern, AI-native operating system, we’re leading the way in automation, compliance, and continuous improvement across our servicing and lending businesses. Our mission is to empower every homeowner by making the mortgage experience simple, secure, and financially empowering. To achieve this, we bring together world-class engineers, servicing experts, lending professionals, and operations leaders who share a passion for improving the homeowner journey. We’re not only reshaping what servicing and lending look like today—we’re creating opportunities for talented people to help drive the future of the industry. As we continue to grow, Valon is expanding its footprint across multiple states, opening the door to exciting new roles and career paths. Joining Valon means becoming part of a fast-scaling company where innovation, collaboration, and customer impact go hand in hand. Mortgage is just the beginning—we’re building the future of regulated finance, and we want you to be part of it. INVESTOR REPORTING AT VALON The Investor Reporting Team at Valon is responsible for executing the reporting of mortgage data and the movement of funds to both agency and non-agency investors. We are a team of mortgage and technology professionals working side by side to create automation and efficiency using Valon’s proprietary servicing system. We strive to shape a modernized Investor Reporting system while maintaining a strong level of precision in order to meet the requirements and guidelines of our investors. ABOUT THE ROLE We are seeking a detail-oriented and experienced Investor Reporting Associate to join our dynamic Investor Reporting team. This role is essential in ensuring timely and accurate reporting and reconciliation of mortgage loan data to our investor partners, including Fannie Mae, Freddie Mac, Ginnie Mae, and private investors. Along with these day-to-day operations, you will be working alongside management and other cross-functional stakeholders to help scale processes, assist in the creation of new reporting processes, and identify areas for improvement. RESPONSIBILITIES - Report loan activity records accurately and on time to Investors. - Perform monthly reconciliations in accordance with investor requirements. - Maintain remittance schedules and ensure the timely delivery of funds. - Apply amortization schedules to loan data for proper reporting. - Collaborate with internal departments and understand the impact of servicing events on reporting. - Utilize internally developed systems and tools in order to perform root cause analysis - Use Excel (including VLOOKUPs, pivot tables, and basic formulas) and Google Workspace tools to manage reporting data. - Other duties as assigned IDEAL BACKGROUND - 1 year of Investor Reporting experience within mortgage servicing. - Proven experience working with Fannie Mae, Freddie Mac, Ginnie Mae, and private investors. - Strong understanding of remittance types and loan amortization. - General understanding of mortgage servicing operations and department functions. - Proficiency in Excel (VLOOKUP, pivot tables, sum functions) and basic use of Gmail and Google Workspace. - Bachelor's Degree (preferably in Finance or Accounting or STEM) -or- 2-3 years of experience in an accounting or finance role preferred MINIMUM QUALIFICATIONS - Excellent critical thinking and problem-solving skills - Excellent collaboration and communication skills - Minimum education requirement: High school diploma or GED equivalent required - Must be available to collaborate and communicate in regularly held in-person meetings…