Senior Investor Reporting 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
Tech Stack
SQL
About the role
- 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.
Requirements
- 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).
- 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.
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
mortgage investor reportingFNMAFHLMCGNMAasset reconciliationsExcelSQLdata analysisreporting workflowsautomated processes
Soft skills
analytical skillscritical thinkingcommunication skillscollaboration skillsmentorshipproblem-solvingorganizational skillsindependenceadaptabilityleadership
Certifications
Bachelor's Degreehigh school diplomaGED