Data Analyst- Servicing Finance

About the Company

Valon is transforming both mortgage servicing and consumer direct lending with a technology-first approach. Backed by Andreessen Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care. By unifying processes into a modern, AI-native operating system, we’re leading the way in automation, compliance, and continuous improvement across our servicing and lending businesses.

Our mission is to empower every homeowner by making the mortgage experience simple, secure, and financially empowering. To achieve this, we bring together world-class engineers, servicing experts, lending professionals, and operations leaders who share a passion for improving the homeowner journey. We’re not only reshaping what servicing and lending look like today—we’re creating opportunities for talented people to help drive the future of the industry.

As we continue to grow, Valon is expanding its footprint across multiple states, opening the door to exciting new roles and career paths. Joining Valon means becoming part of a fast-scaling company where innovation, collaboration, and customer impact go hand in hand. Mortgage is just the beginning—we’re building the future of regulated finance, and we want you to be part of it.

Servicing Finance Department at Valon

The Servicing Finance Department at Valon Mortgage plays a critical role in powering the financial integrity and innovation behind our mortgage servicing operations. Comprising three specialized teams — Investor Reporting, Investor Accounting, and Product Support — the department ensures precision, transparency, and efficiency in every financial process. The Investor Reporting team manages the accurate flow of mortgage data and funds to agency and non-agency investors, leveraging Valon’s proprietary technology to modernize and automate reporting. The Investor Accounting team oversees investor and loan-level accounting functions such as disbursements, remittances, reconciliations, and banking relationships, maintaining the highest standards of accuracy and compliance. Supporting these efforts, the Product Support team drives process optimization, system enhancements, and seamless collaboration across the department and with our product and engineering partners. Together, these teams form the backbone of Valon’s financial servicing excellence — combining expertise, innovation, and reliability to deliver exceptional results for our clients and investors.

About the Role

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.

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.

Ideal Background

• Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or related field (or equivalent experience).

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

• 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.

Minimum Qualifications

• 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.

• 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.

Location

• Remote (must be willing to travel).

Benefits

• Compensation: Competitive annual salary and a 401(k) plan—with a 4% annual match!

• Health & well-being: We’ll invest in your physical and mental well-being with comprehensive, low-cost medical, dental, & vision benefits, and an EAP for additional support!

• Paid time off: 17 days of PTO, 5 personal/sick days, and 11 paid company holidays!

• Grow together: We set new employees up for success with our company-wide New Hire Orientation! Other learning and development opportunities include quarterly possibilities for promotion and annual performance reviews.

• Baby bonding time: Birthing and non-birthing parents receive 12 weeks of FULLY PAID time off to focus on their new addition(s)!

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.