Heloc Servicing Implementation & Oversight Manager

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Andreessen Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care.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.

Client Experience at Valon

The Client Experience team is a group of organized and altruistic individuals who provide exceptional customer service to our homeowners. Whether they take ownership of collections, provide guidance to questions, or solve customer issues in real-time, the team acts as the bridge between Valon Mortgage and our customers. Equipped with extensive knowledge of the mortgage industry, each member prides themself on driving Valon’s mission of championing homeownership.

About the Role

The HELOC Servicing Implementation & Oversight Manager will lead cross-functional initiatives within the Mortgage Servicing division, with an initial focus on standing up the servicing of Home Equity Line of Credit (HELOC) loans. This role will oversee end-to-end project execution, from business case development through post-launch stabilization, ensuring that servicing readiness, regulatory compliance, and customer experience standards are fully met.

The Project Manager will collaborate closely with Operations, Technology, Compliance, Investor Relations, Finance, and external vendors to design and implement scalable processes for HELOC servicing and future product integrations.

Key Responsibilities:

An implementation and oversight manager has two main areas of focus.

Implementation:

• Program Build-Out: Lead various Servicing Implementation Projects, including defining scope, timelines, resource plans, and milestones.

• Process Design & Implementation: Define and implement servicing workflows, from onboarding through liquidation and servicing transfer for all business areas.

• System Readiness: Ensure readiness across all platforms (e.g., SMDU, IVR, payment portals, etc.) by coordinating requirements, testing, and deployment

• Cross-Functional Leadership: Partner with compliance, product, operations, and engineering to embed servicing needs of a new product into existing systems, policies, and customer-facing platforms.

• Project Management & Documentation: Lead projects from strategy to execution, ensuring on-time delivery, risk control, and compliance. Maintain key documents, including charters, requirements, plans, and executive updates.

Oversight:

• Quality & Compliance: Establish servicing controls, reporting, and monitoring to maintain compliance with regulatory and investor standards, including manual oversight as we are ramping up new loan products.

• Training & Enablement: Support the creation of training materials and knowledge-sharing sessions to scale expertise across servicing operations.

• Continuous Improvement: Track performance post-launch to identify areas of improvement and ensure operational excellence

• Change Management: Communicate plans for internal teams impacted by the rollout and changes to the current process.

• Support additional servicing initiatives as the organization expands its product offerings.
  

Qualifications

• 5–7+ years of mortgage servicing experience, with strong subject expertise in HELOC products..

• Proven experience in project management, program implementation, or process re-engineering.

• Strong analytical skills and ability to turn servicing requirements into scalable operational processes.

• Excellent communication skills, with the ability to influence stakeholders across multiple teams.

• Willingness to get your hands dirty and do whatever it takes to get the job done.

• Prior experience in a fintech or servicing transformation environment is a plus.

• PMP, Lean Six Sigma, or similar certifications are a plus, but not required.

• Minimum education requirement: High school diploma or GED equivalent required

Benefits

• Compensation: competitive salary and 401 (k) plan

• Health & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits

• 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 [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.