Data Analyst- Servicing Finance

Valon Mortgage

76d

About The Position

We are seeking a Data Analyst to join our Servicing Finance team, supporting key operational workflows and driving process improvement across the organization. In this role, you will triage data and operational issues, partnering closely with our Product, Engineering, and Business Operations teams to identify root causes and recommend effective solutions. You will also develop tools and reporting dashboards that improve data accessibility and streamline business processes. Beyond day-to-day problem solving, you will help shape department-wide processes, enhance current workflows, and generate data-driven insights that inform strategic decisions. The ideal candidate is highly collaborative, an excellent communicator, and eager to grow alongside a fast-paced, high-impact team within a fast-growing startup environment.

Requirements

• Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or related field (or equivalent experience).
• 3+ years of experience at a mortgage servicer or financial or enterprise technology company.
• 3–5 years of experience in production support, business operations, data analysis, or a similar technical operations role.
• Strong project management skills with experience managing operational workflows and cross-functional initiatives.
• Proven ability to collaborate across teams, including Operations, Product, and Engineering.
• Experience writing business requirements documentation (BRDs) and process flow diagrams.
• Highly organized with strong attention to detail and ability to manage multiple tasks simultaneously.
• Ability to work collaboratively in a cross-functional team environment.
• Comfortable working in a fast-paced and evolving environment in bi-weekly or monthly sprints.
• Strong proficiency in either/or SQL (BigQuery, PostgreSQL, Snowflake, or similar) for data investigation, troubleshooting, and reporting.
• Strong VBA/Macros knowledge for process automation.

Nice To Haves

• Familiarity with workflow tooling and reporting platforms (e.g., Hex, Looker, Power BI, or similar analytics platforms).

Responsibilities

• Serve as a key member of the Product Support team, partnering with Operations to troubleshoot daily production issues and ensure smooth business operations.
• Investigate and resolve data-related issues by tracing data flow across systems, workstations, and upstream sources to identify root causes and recommend solutions.
• Develop, enhance, and maintain SQL queries, reports, and data tools to improve data accessibility and support operational decision-making.
• Automate recurring workflows, data validations, and file formatting using Excel VBA or SQL-based processes to reduce manual effort and eliminate non–value-added time.
• Collaborate with cross-functional partners in Product, Engineering, and Business Operations to scope requirements, define business needs, and deliver scalable tooling solutions.
• Manage incoming work requests from Operations via Jira, Pylon, and triage tickets, and prioritize work according to sprint plans and business impact.
• Partner with stakeholders to translate business processes into clear technical requirements, including Business Requirement Documents (BRDs), process flow diagrams, and sample datasets.
• Track and analyze recurring production issues, identify trends, and proactively escalate systemic problems to reduce operational risk.
• Participate in Agile sprint planning, backlog grooming, and retrospective meetings to ensure consistent delivery and continuous improvement.
• Maintain structured documentation and change management processes for updates to Standard Operating Procedures (SOPs), tooling, and workflows.
• Facilitate stakeholder communication through status updates, weekly syncs, and final solution walkthroughs to ensure alignment and successful implementation.
• Act as a liaison between Operations and Product/Engineering to escalate complex technical needs and guide long-term system enhancements.
• Track time and effort spent on projects to support capacity planning, resource allocation, and operational efficiency reporting.
• Support team-level initiatives to standardize reporting, improve request intake processes, and optimize production support operations.
• Other duties as assigned.

Benefits

• Competitive annual salary and a 401(k) plan—with a 4% annual match!
• Comprehensive, low-cost medical, dental, & vision benefits, and an EAP for additional support!
• 17 days of PTO, 5 personal/sick days, and 11 paid company holidays!
• Company-wide New Hire Orientation and other learning and development opportunities including quarterly possibilities for promotion and annual performance reviews.
• Birthing and non-birthing parents receive 12 weeks of FULLY PAID time off to focus on their new addition(s)!

What This Job Offers

• Education Level: Bachelor's degree