Senior Transfers Analyst
Valon
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $80,800 - $109,300 per year
Job Level
Senior
About the role
- Demonstrate a basic understanding of mortgage servicing and servicer-level responsibilities on behalf of Mortgage Service Rights (MSR) Owners.
- Complete Root Cause Identification, Resolution, and Remediation of account variances.
- Perform reconciliations of investor accounts, identifying and resolving discrepancies promptly.
- Prepare monthly post-reconciliation analyses to identify trends.
- Review and prepare client billing-related items.
- Ensure compliance with investor guidelines and regulatory requirements.
- Assist in cash management processes, including remittance and reconciliation..
- Collaborate with internal teams to streamline processes and improve operational efficiency.
- Provide user feedback to product and engineering teams
- Participate in audits and provide required documentation to internal and external stakeholders.
- Maintain up-to-date knowledge of investor guidelines and mortgage servicing practices.
- Retrieve and assist in ingesting purchase advice and funding details from the investor sites.
- Validate and transfer loans to investor portfolios based on the purchase advice and funding details.
- Validate and resolve differences between the loan onboarding values and the values sold to investors.
- Review and apply funds from servicing transfer wires after reconciliation against onboarding values.
- Review and research requests from flow funding partners that may require additional application of funds or disbursement of funds back to the seller or MSR owner.
- Other duties as assigned.
Requirements
- 3+ years of experience in investor accounting and/or MSR billing within the mortgage servicing industry.
- Hands-on experience with Freddie Mac, Fannie Mae, and Ginnie Mae loan portfolios.
- Proficiency in using investor reporting platforms and mortgage servicing systems.
- Strong analytical and problem-solving skills with attention to detail.
- Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, formulas).
- Excellent verbal and written communication skills.
- Ability to prioritize tasks, meet deadlines, and work collaboratively across teams.
- 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 held in-person and virtual meetings
- Minimum education requirement: High school diploma or GED equivalent required
Benefits
- Compensation: competitive salary and 401 (k) plan
- Health & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits
- Commuter benefits: We offer pre-tax deductions for public transportation, rideshare services, and parking expenses to make your commute more affordable and convenient.
- Grow together: Company-wide orientation for you to successfully onboard and other learning & development opportunities, including regular review cycles that feature 360-degree feedback
- Generous time off: 17 days paid time off, 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investor accountingMSR billingmortgage servicinganalytical skillsproblem-solving skillsMicrosoft Excelpivot tablesVLOOKUPmortgage servicing systemsinvestor reporting platforms
Soft skills
attention to detailverbal communicationwritten communicationtask prioritizationdeadline managementcollaborationcritical thinking