Investor Reporting Associate

Valon

Investor Reporting Associate managing mortgage loan data reporting and reconciliation. Collaborating with stakeholders on process scaling and automation at Valon.

Posted 7/11/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $27 - $36 per hourWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Loan AmortizationRemittance TypesMonthly ReconciliationRoot Cause AnalysisData Reporting

Soft Skills

Critical ThinkingProblem-SolvingCollaborationCommunication

Certifications

Bachelor's DegreeHigh School DiplomaGED Equivalent