Year End Coordinator at Valon Mortgage

, , United States -

Full Time

Start Date

Immediate

Expiry Date

06 Feb, 26

Salary

0.0

Posted On

08 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mortgage Servicing, Tax Reporting, Data Analysis, Excel Proficiency, SQL, Audit Documentation, Issue Tracking, Operational Precision, Compliance, Process Automation, Collaboration, Attention to Detail, Problem Solving, Communication, SOP Development, Quality Assurance

Industry

Software Development

Description

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Andreessen Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care.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. Loan Administration at Valon The Loan Administration team powers all of the operations required to keep Valon running smoothly. From onboarding loans to handling insurance and processing payments, the Loan Administration team ensures that homeowners are continuing to get a first-class experience with Valon, all from behind the scenes. About the Role The 1098 Tax Reporting Specialist owns Valon’s annual borrower mortgage interest reporting process end-to-end. This role ensures all 1098 forms are prepared, validated, and filed in compliance with IRS, Fannie Mae, Freddie Mac, and Valon Servicing standards. The specialist maintains data accuracy across the servicing system, custodial accounts, and tax vendor files, driving operational precision and audit readiness for all year-end reporting activities. Responsibilities Lead annual 1098 form generation, validation, and submission for all loans serviced under Valon. Review and correct discrepancies in tax reporting fields (interest paid, property address, borrower name/TIN, etc.) within the servicing system. Manage production and distribution of borrower copies through Valon’s print vendor. Coordinate with Engineering and Data teams to validate year-end extracts and correct file-level issues. Track, reconcile, and document all submissions to ensure full compliance with IRS Publication 1220. Maintain a complete audit trail of corrections, overrides, and borrower adjustments. Develop and maintain SOPs, checklists, and control matrices for 1098 reporting activities. Partner with QA to build control checks into the servicing system for recurring issues. Collaborate cross-functionally with Escrow, Cash, and Investor Reporting teams to resolve discrepancies affecting year-end data Identify and recommend process automation or reporting enhancements to improve accuracy and efficiency. Other duties as assigned Ideal Background Bachelor’s degree in Accounting, Finance, or related field preferred. Minimum 3 years of mortgage servicing experience within 1098 tax reporting or system administration functions. Prior experience managing 1098 or 1099 reporting cycles in a mortgage servicing platform (MSP, Sagent, etc.). Strong working knowledge of Fannie Mae, Freddie Mac, FHA, VA, and USDA investor requirements. Minimum Qualifications Strong data analysis and Excel proficiency; SQL or data validation skills preferred. Proven ability to manage high-volume reporting cycles with accuracy and tight deadlines. Excellent written communication, audit documentation, and issue-tracking skills. Ownership mindset with commitment to Valon’s “Operational Self-Sufficiency” principles. 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 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 emails. We won't ever be asking 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.

Responsibilities

The Year End Coordinator is responsible for managing the annual borrower mortgage interest reporting process, ensuring compliance with IRS and investor standards. This includes generating, validating, and submitting 1098 forms while maintaining data accuracy and audit readiness.