Mail & Document Servicing Coordinator

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.

Loan Administration at Valon

The Loan Administration team powers all of the operations required to keep Valon running smoothly. From onboarding loans to handling insurance and processing payments, the Loan Administration team ensures that homeowners are continuing to get a first-class experience with Valon, all from behind the scenes.

About the Role

As a Mail & Document Servicing Coordinator at Valon, you will be responsible for ensuring the smooth and efficient servicing of mortgage loans, managing customer accounts, assisting in resolving customer inquiries and issues, and handling document management and mail distribution. You will work closely with various teams, including customer support, operations, and compliance, to ensure compliance with industry regulations and provide outstanding service to our clients and borrowers.

Responsibilities

• Pick up, open, scan, upload, and distribute all incoming mail and packages received, which includes checks
• Track and log mail and packages to ensure all documents are properly processed
• Follow up, and resolve any missing, misdirected, or incomplete items related to mail processing as a first point of contact
• Process outgoing mail for all Loan Administration
• Collaborate with internal teams to meet deadlines and SLAs (Service Level Agreements), ensuring all documents are processed within required time frames
• Manage, organize, and file physical documents for retrieval by internal teams as needed
• Address inquiries related to the mail and respond in a timely manner to ensure the smooth flow of the mail delivery process
• Update and annotate all actions/follow-ups processed on mail in all appropriate systems
• Review and print mortgage documents to deliver to authorized signers and mail out daily
• Work with relevant internal teams to coordinate, review, and deliver daily incoming documents that need immediate attention or action
• Ensure all documents, such as mortgage insurance, collateral, payments, or legal documents, are correctly identified and distributed to the appropriate team
• Monitor and update internal teams on the status of the documents, ensuring there are no delays or missing items in the processing pipeline
• Any other duties assigned by management
  
  

Ideal Background

• Basic understanding of the mortgage servicing industry, preferably in the mortgage servicing industry
• Ability to handle confidential material in a professional, ethical manner
• Detail-oriented with strong organizational and problem-solving abilities
• Proficiency in using loan servicing software and fintech tools
• Ability to work effectively in a fast-paced and dynamic start-up environment
• Excellent communication and interpersonal skills
• Professional communication skills, written and verbal
• Must be proficient in Google Apps (Sheets, Docs, etc.)
  
  

Minimum Qualifications

• Previous experience in loan servicing or mortgage-related roles is highly desirable
• Familiarity with mortgage servicing software systems
• Strong knowledge of mortgage industry regulations, including RESPA and TILA
• Experience in document management and record-keeping
• Customer service experience in a financial services environment is a plus
  
  

Location: Onsite

What we can offer:

• 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
• 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 talent@valon.com 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.