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Mortgage Sales Assistant

ValonOnsite

About the Company


Valon’s mission is to empower every homeowner. We believe the journey of home ownership starts when you get your keys, but lasts far beyond. We’re creating a world where home ownership comes with ease, security, and financial know-how. Our growing team of engineers, operators, product enthusiasts, and experienced servicing professionals are leveraging technology to fundamentally improve the homeownership experience. Through mortgage servicing—the process of paying off one’s mortgage—Valon is taking the first step in transforming the industry one homeowner, and lender, at a time.

Lending at Valon


Valon is scaling up its mortgage lending business, which aims to provide Valon homeowners the ability to access low-cost, streamlined mortgage loans and give Valon partners tools they need to retain customers. As a member of the Lending Department, you will make it faster, easier, and cheaper for homeowners to get loans by reinventing the homeowner’s journey. We are looking for experienced and innovative individuals who are eager to transform the mortgage industry for the better by building our team and business.

About this Role


The Mortgage Sales Assistant will make routine follow-up calls to prospective Lending customers, take inbound calls from prospective Lending customers, and assist Lending Sales Managers with general Sales management administration. This individual will be responsible for providing best-in-class customer service to support Valon’s strategic goals. The primary objective of this role will be to support our Mortgage Loan Officers in recapturing future purchase and refinance loans for customers with mortgages within Valon’s servicing portfolio, strengthening customer and investor relationships.

Responsibilities


  • Conduct routine follow-up outreach to prospective Lending customers and transfer warm leads to licensed MLOs. This includes providing general explanations, information, and descriptions in response to customer inquiries.
  • Answer inbound calls from Lending customers and transfer warm leads to licensed MLOs
  • Assist Lending Sales Management with general Sales administration

Ideal Background


  • Bachelor’s degree or equivalent work experience
  • Strong communicator with excellent writing abilities
  • High integrity with strong ethical values
  • General understanding and familiarity with Mortgage Industry
  • Team player with ability to work effectively with cross-team members
  • Eager to join a highly dynamic team and play a role in a high-growth, transformative project

Nice To Have


  • Experience with industry technology (e.g. DU, LP, Encompass, CRM)
  • Experience in a customer-facing customer service environment, ideally in the mortgage industry

Benefits


  • Compensation: competitive salary and the option to partake in our performance bonus program and 401k plan
  • Health & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits, a One Medical membership, and a Talkspace subscription to provide mental health support
  • Food & meals: in-office snacks and drinks, Bagel Fridays, and regular food trucks on premise
  • 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 alongside other learning and development opportunities, including regular review cycles that feature 360 degree feedback
  • Play together: quarterly budgets for team and company outings. Use it for team swag, cooking classes or team dinners!
  • Generous time off: 17 days paid time off, sick days, and 11 company holidays 

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.

Life at Valon

We believe in a better world for homeowners in the US, regardless of credit worthiness. In that world, homeowners will have instantaneous access to information, handled securely and privately, all while modern and easy to use.
Thrive Here & What We Value1. Empowering every homeowner2. Creating a world where home ownership comes with ease, security, and financial know-how3. Leveraging technology to improve the homeownership experience4. Transforming mortgage servicing for homeowners and lenders5. Promoting transparency and financial literacy in homeownership6. Collaborating across departments for improved operations7. Providing feedback on process changes to enhance efficiency8. Offering flexible paid time off, sick days, and company holidays9. Supporting new parents with baby bonding time10. Commitment to a lasting homeownership journey
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