Supervisor - Servicing Transfers

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Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care.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

The Servicing Transfers Team executes processes related to onboarding and offboarding 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 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.

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

Minimum Qualifications

● 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

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

● Food & meals: in-office snacks and drinks, and Bagel Fridays

● 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 email addresses. We will never ask for any personally identifiable information during the interview process itself. Please reach out to talent@valon.com 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.