Sr. Investor Reporting Analyst

Valon Mortgage

11d

About The Position

As a Sr. Investor Reporting Analyst, you will serve as a subject matter expert (SME) for FNMA and/or FHLMC investor reporting. You will take ownership of complex reporting processes, lead the resolution of escalations, and drive process improvements that enhance accuracy, scalability, and automation across the investor reporting function. You will work closely with Product, Engineering, Servicing Operations, and Compliance to influence system design, identify opportunities for automation, and ensure Valon stays ahead of evolving investor requirements. This role requires a blend of analytical depth, operational expertise, and leadership, and is ideal for someone excited by the opportunity to both execute and shape the future of Valon’s investor reporting operations.

Requirements

• 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.

Nice To Haves

• 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).

Responsibilities

• 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.

Benefits

• Compensation: Competitive salary and 401(k) plan
• Health & well-being: Comprehensive medical, dental, and vision benefits
• Growth: Company-wide onboarding, learning opportunities, and 360° feedback cycles
• Time off: Flexible PTO, sick days, and 11 company holidays
• Family: 12 weeks of fully paid baby bonding leave for all parents

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED