Valon Mortgage - Supervisor - Servicing Transfers
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 comfort working in process-driven environments • IDEAL BACKGROUND • ● 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 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
• DAILY OPERATIONS & EXECUTION • ● 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 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 • QUALITY, COMPLIANCE & ESCALATIONS • ● 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 • COACHING & TEAM LEADERSHIP • ● 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 • PROCESS DISCIPLINE & DOCUMENTATION SUPPORT • ● 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 • ● Other duties as assigned by management
Benefits
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