Setup Desk Analyst

About Valon

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Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care.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

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 the 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 Lending Setup Desk Analyst will help execute the day-to-day operations of the Setup Desk, reporting to the Head of Operations. The Setup Desk at Valon Lending is responsible for preparing loan estimates/initial disclosures/redisclosures for Valon loan applicants, ordering third-party services required for each loan, and other duties associated with ensuring that loan applicants transition from the sales to the processing milestone smoothly.

Responsibilities

• Prepare accurate Loan Estimates and deliver required disclosures to Valon loan applicants in compliance with regulatory guidelines
• Process loan dispositions in accordance with established compliance policies and procedures
• Order and manage third-party services essential to loan production, including appraisals, title work, and required verifications
• Coordinate the seamless transfer of loans from Sales to Processing to ensure a smooth and positive borrower experience
• Provide administrative support to Lending Management, including general Setup Desk responsibilities
• Other duties as assigned

Minimum Qualifications

• 2+ years of mortgage originations experience
• Mortgage compliance knowledge is a plus
• Proven customer service skills
• Strong communicator with excellent writing abilities
• High integrity with strong ethical values
• Ability to manage multiple tasks and or projects simultaneously
• Team player with the 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
• Minimum education requirement: High school diploma or GED equivalent required

Ideal Background

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

Benefits

• 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 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.

Key skills/competency

• Setup Desk Analyst
• Mortgage Originations
• Loan Estimates
• Disclosure Delivery
• Third-Party Services
• Regulatory Compliance
• Customer Service
• Sales to Processing Transfer
• Lending Operations
• Mortgage Industry Technology