Mortgage Sales Assistant

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