Setup Desk Analyst

Posted 5 Days Ago
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Phoenix, AZ
Hybrid
1-3 Years Experience
Fintech • Real Estate
Valon is your financial wellness platform. We remove the stress of your finances so that you can be your best self!
The Role
The Lending Setup Desk Analyst will manage daily operations of the Setup Desk, preparing loan estimates and disclosures, ordering third-party services, coordinating loan handoffs, answering customer calls, and assisting with admin tasks.
Summary Generated by Built In

About the Company

Valon’s mission is to empower every homeowner. We believe the journey of home ownership starts when you get your keys, but lasts far beyond. We’re creating a world where home ownership comes with ease, security, and financial know-how. Our growing team of engineers, operators, product enthusiasts, and experienced servicing professionals are leveraging technology to fundamentally improve the homeownership experience. Through mortgage servicing—the process of paying off one’s mortgage—Valon is taking the first step in transforming the industry one homeowner, and lender, at a time.

Lending at Valon

Valon is scaling up its mortgage lending business, which aims to provide Valon homeowners the ability to access low-cost, streamlined mortgage loans and give Valon partners tools they need to retain customers. As a member of the Lending Department, you will make it faster, easier, and cheaper for homeowners to get loans by reinventing the homeowner’s journey. We are looking for experienced and innovative individuals who are eager to transform the mortgage industry for the better by building our team and business.

About this Role

The Lending Setup Desk Analyst will help execute the day-to-day operations of the Setup Desk, reporting to the Head of Operations. The Setup Desk at Valon Lending is responsible for preparing loan estimates/initial disclosures/redisclosures for Valon loan applicants, ordering third-party services required for each loan, and other duties associated with ensuring that loan applicants transition from the sales to the processing milestone smoothly.

Responsibilities

  • Prepare loan estimates and send disclosures to Valon loan applicants
  • Order third-party services required for the loan production process, such as appraisal, title, and verifications
  • Coordinate handoff of loans between sales and processing to ensure that borrowers have seamless experiences
  • Assist Lending Management with general Setup Desk administration

Ideal Background

  • 2+ years of work experience
  • Previous experience in the mortgage industry is a plus
  • Proven customer service skills
  • Strong communicator with excellent writing abilities
  • High integrity with strong ethical values
  • Ability to manage multiple tasks and or projects simultaneously
  • Team player with the ability to work effectively with cross-team members
  • Eager to join a highly dynamic team and play a role in a high-growth, transformative project

Nice To Have

  • Experience with industry technology (e.g. DU, LP, Encompass, CRM)
  • Experience in a customer-facing customer service environment, ideally in the mortgage industry
  • Bachelor’s degree

Benefits

  • Compensation: competitive salary and 401k plan
  • Health & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits
  • Food & meals: in-office snacks and drinks, and Bagel Fridays
  • 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
  • Play together: quarterly budgets for team and company outings. Use it for team swag, cooking classes, or team dinners!
  • 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

Throughout the interview process, please remember that emails will only be from valon.com emails. We won't ever be asking for any personally identifiable information during the interview process itself. Please reach out to [email protected] if you have any requests to verify the authenticity of an outreach.

 

Valon is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. Valon makes hiring decisions based solely on qualifications, merit, and business needs at the time.

What the Team is Saying

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The Company
HQ: New York City, NY
320 Employees
Hybrid Workplace
Year Founded: 2019

What We Do

Valon’s mission is to champion homeowners on their financial journey as the partner they can trust with their home and future. We bring simplicity, dependability, and humanity to homeownership. We are a growing team of engineers, operators, product enthusiasts, and experienced servicing professionals who are leveraging technology to fundamentally improve the homeownership experience. Through mortgage servicing, the process of paying off one’s mortgage, Valon is taking the first step in transforming the industry one homeowner, and lender, at a time.

Why Work With Us

We're rewriting the script of the antiquated mortgage servicing industry by building modern solutions that put homeowners first. We’re a growing, curious, and humble team with a tech-centric culture. Valonians are data-driven, quick thinkers who believe in transparency, ownership, and a healthy dose of scrappiness!

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQNew York, NY
Phoenix, AZ
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