Supervisor - Servicing Transfers

Valon Mortgage

2d

About The Position

As a Supervisor: Servicing Transfers, you will lead day-to-day execution for servicing transfer onboarding and offboarding. You’ll support a team of coordinators and specialists by managing daily queues, monitoring checklist progress, reinforcing Standard Operating Procedures (SOPs), and resolving workflow blockers to ensure deadlines and compliance requirements are met.

This is a hands-on people leader role focused on operational excellence, quality, coaching, and consistent execution. You will partner closely with the Senior Manager: Servicing Transfers on staffing coverage, performance development, reporting, process improvements, and audit readiness.

Strong prioritization and leadership skills are key, as the team will operate across multiple simultaneous batches with strict deadlines and shifting priorities.

Requirements

• 1–2+ years of people leadership experience (team lead, supervisor, or equivalent)
• 2–4+ years of mortgage servicing experience, with exposure to servicing transfer onboarding/offboarding preferred
• High School Diploma or equivalent required
• Strong understanding of mortgage servicing concepts and the operational requirements of loan boarding and transfer processes
• Strong written and verbal communication skills
• Proven ability to manage competing priorities and execute reliably against deadlines
• Highly organized with strong attention to detail and comfortable working in process-driven environments

Nice To Haves

• Prior experience in servicing transfers (boarding and/or transfer operations), especially in a team lead or supervisory capacity
• College degree preferred
• Experience using checklists, QA routines, and reporting to manage operational work and ensure compliance
• Experience in training and coaching individuals or groups in operational roles
• Comfort working cross-functionally to resolve issues quickly and drive outcomes
• Demonstrated ability to identify process gaps and help implement improvements with strong follow-through

Responsibilities

• Supervise daily onboarding and offboarding workstreams to ensure activities are completed accurately, compliantly, and on time
• Assign and prioritize day-to-day tasks across the team to ensure consistent coverage and throughput
• Monitor batch checklists and status trackers to ensure completeness and SOP adherence
• Identify risks to the timeline, compliance, or data quality and escalate proactively to the Manager as needed
• Coordinate with internal and external stakeholders (e.g., servicing operations teams, clients, other servicers) to ensure timely handoffs and complete transfer requirements
• Perform regular quality checks of key onboarding/offboarding deliverables and ensure remediation occurs quickly
• Serve as first-line support for operational escalations related to transfer timelines, missing documentation, data discrepancies, and borrower-impacting issues
• Support internal and external audit requests by locating documentation, validating completion evidence, and organizing materials for the Manager and compliance partners
• Ensure the team is operating in accordance with Valon policies and applicable servicing transfer requirements
• Provide ongoing coaching, feedback, and on-the-job training to specialists and coordinators
• Conduct regular 1:1s with team members focused on performance, development, and removing blockers
• Assist with onboarding and ramping new team members by reinforcing training plans and supporting skill development
• Promote a high-accountability, high-support team culture that aligns with Valon’s standards and values
• Partner with the Manager to keep SOPs and training materials accurate and current by providing frontline feedback and suggested updates
• Identify recurring workflow issues and propose process improvements to drive better speed, accuracy, and consistency
• Help maintain consistent tracking and documentation standards across all active transfer batches

Benefits

• Compensation: competitive salary with a meaningful stake in the company via equity, and 401k plan
• Health & well-being: comprehensive medical, dental, & vision benefits
• Commuter benefits: pre-tax deductions for public transportation, rideshare services, and parking expenses
• Grow together: company-wide orientation and learning & development opportunities, including regular review cycles and 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

What This Job Offers

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