Manager, Servicing Transfers

Servicing Transfers at Valon

Every loan’s journey at Valon begins with a servicing transfer. The Servicing Transfers department owns operational processes related to onboarding and off-boarding loans from Valon’s platform. The goal is to ensure that we have the necessary data, documents, and funds to service the loan and that all relevant service providers and stakeholders are notified in a timely manner. In addition to Valon team members, we work closely with third-party partners to help support our line of work.

About the Role

As a Manager: Servicing Transfers, you will be managing the Servicing Transfers team in their daily operations to ensure timely, accurate and compliant onboarding and offboarding. You will ensure that Standard Operating Procedures (SOPs) are up to date and accurate, and that the team follows stated SOPs while performing all job functions. You will assign onboarding and offboarding tasks to the team to ensure proper coverage, and will schedule internal milestones to ensure timeliness are met.

Strong leadership skills are a key for this role, as you will be tasked with guiding team members across multiple simultaneous batches and job duties with immovable deadlines and competing priorities.

Responsibilities

• Be the direct manager to a team of loan boarding analysts, transfer coordinators
• Create scheduling that ensures all onboarding and offboarding activities are completed according to set deadlines
• Create and maintain SOPs for all job functions within the department
• Monitor progress of onboarding and offboarding checklists to ensure SOPs are followed
• Update and maintain proper batch checklists to ensure that job responsibilities are followed for each batch consistently and compliantly
• Run periodic (at least weekly) team scrum meetings to ensure blockers are addressed and cleared
• Conduct periodic (at least weekly) individual 1:1 meetings with each team member to focus on supporting, training and guiding direct reports
• Work with downstream Valon servicing teams to ensure onboarding processes are sufficiently onboarding all required information in a compliant manner
• Create and maintain training material to ensure that new team members are able to quickly and effectively learn job functions
• Handle internal and external audit response requests for items related to onboarding and offboarding
• Review internal escalations related to onboarding and offboarding
• Other duties as assigned

Minimum Qualifications

• 3-4+ years of management experience
• 3-4+ years of mortgage servicing experience
• Excellent leadership skills 
• Basic domain knowledge of most mortgage servicing industry concepts
• Excellent communication skills (both verbal and written)
• Excellent ability to manage competing priorities among team members 
• Excellent organizational skills and attention to detail
•  

Ideal Background

• • Prior servicing transfer experience, particularly in team management
  • Intermediate or stronger domain knowledge of all mortgage servicing industry concepts
  • Experience with creating/maintaining SOPs and training documentation
  • Experience with training individuals or groups
  • Experience operationalizing/building processes in mortgage servicing industry
  • Considered within the entire company to be an expert in their process areas
  • Exceptional project management skills and ability to prioritize and complete multiple projects with deadlines and high velocity

Benefits

• Compensation: Competitive salary and a 401(k) plan—with a 4% annual match!
• Hours: No weekends or late nights required!
• Generous amount of paid time off: 17 days of paid time off, 5 additional paid sick days, and 11 paid company holidays!
• 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!
• 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)!