Trainer and Technical Writer
•ExperianHybrid· 3h
💰 Finance⏰ Full-time📈 Mid Level📍 Heredia, Costa Rica
3h ago
Valonvm·about 1 month ago
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Andreessen Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care.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.
The Loan Administration team powers all of the operations required to keep Valon running smoothly. From handling all servicing aspects related to special servicing, escrow, payment processing as well as default servicing, the Loan Administration team ensures that homeowners continue to get a first-class experience with Valon, all from behind the scenes.
We are looking for a Property Tax Specialist who will focus on taxes but is also able to navigate through multiple facets of the escrow sector of a fast-growing, technology and operations-focused business. This role is responsible for maintaining records on mortgaged properties and accurate and timely payment of real estate taxes on escrow and non-escrow accounts. This role monitors the work of the outsourced tax vendors to ensure disbursements are paid on time from customer escrow accounts. The tax specialist will also provide direct assistance to the homeowner by resolving tax-related issues. You'll be working closely with other specialists, as this team and vertical continue to grow!
Execute and problem-solve in day-to-day operations for the servicing business
Analyzes escrow sufficiency to ensure escrowed funds are sufficient to make the required payments
Oversee the movement of check/wire funds relating to taxes to ensure timely payment of escrow line items
Analyzes escrow sufficiency to ensure escrowed funds are sufficient to make the required payments
Ensure timely procurement and accurate processing of property tax refunds
Execute payments for taxes in batch single processing modes by the installment due dates for the particular payee. Payment processing includes tax disbursement to avoid incurring interest or penalties.
Monitor and drive resolution for any delinquent taxes in the loan portfolio
Review control reports to ensure compliance with state, regulatory, and investor guidelines
Liaise between all third-party vendors and ensure escalations are responded to timely and accurate manner
Sets up new taxpayee or makes changes upon request.
Complete various audits for the monthly vendor scorecard
Adhere to SLA standards/deadlines
Making calls to tax authorities and tile companies
Communication with homeowners via email/phone
Lead other escrow responsibilities and projects as assigned by management
Other duties as assigned
Bachelor’s degree preferred
2+ years of experience at a mortgage servicing company within an escrow function or a tax service provider
Freddie Mac or Fannie Mae servicing experience preferred
Excellent critical thinking and logical reasoning abilities
Experience working with cross-functional teams to solve business problems and handle change management in a fast-paced environment
Must be available to collaborate and communicate in regularly held in-person meetings
Minimum education requirement: High school diploma or GED equivalent required
Compensation: competitive salary and 401k 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
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
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 [email protected] 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.