Nexera, LLC

Controller

• Oversee daily accounting operations, including general ledger, reconciliations, accounts payable, accounts receivable, financial reporting, and month-end close.
• Lead month-end, quarter-end, and year-end close processes to ensure accurate and timely financial reporting.
• Prepare and review financial statements, balance sheets, income statements, cash flow reporting, executive reporting packages, and supporting schedules.
• Maintain financial integrity within the general ledger and ensure accounting records, transactions, and reconciliations are accurate and properly documented.
• Identify opportunities to improve close timelines, reporting processes, system workflows, reconciliations, and overall accounting efficiency.
• Manage mortgage-specific accounting activity, including loan funding, loan sales, gain-on-sale accounting, warehouse line activity, investor proceeds, servicing-related items, and related reconciliations.
• Oversee warehouse line reconciliations, including funding activity, paydowns, fees, interest, outstanding balances, and investor settlements.
• Partner with Capital Markets, Secondary Marketing, Treasury, Operations, and Executive Leadership to ensure accurate reporting and alignment across loan sale, funding, and investor activity.
• Support cash management, liquidity planning, and daily funding requirements in partnership with senior leadership.
• Develop, improve, and maintain accounting policies, procedures, internal controls, and documentation to support compliance, audit readiness, investor requirements, and scalable growth.
• Serve as a key point of contact for external audits, internal audits, investor reviews, warehouse lender requirements, regulatory exams, and other financial reporting requests.
• Ensure accounting processes and reporting standards are aligned with GAAP, company policies, investor expectations, and applicable mortgage banking requirements.
• Strengthen internal controls and help build scalable accounting workflows that support future growth, expanded product offerings, and increased loan volume.
• Review and analyze financial statements from prospective partners Newfi may purchase loans from to support partner due diligence, risk assessment, and overall business decision-making.
• Partner with Executive Leadership, FP&A, Treasury, Capital Markets, Secondary Marketing, Operations, Compliance, Risk, and Sales to support budgeting, forecasting, variance analysis, expense management, production reporting, profitability analysis, and operational KPIs.
• Provide meaningful financial analysis to leadership, including cost-saving opportunities, revenue growth drivers, margin trends, production performance, expense controls, and profitability insights.
• Assist in developing financial dashboards, reporting tools, and executive-level reporting packages that provide greater visibility into company performance.
• Support strategic planning, operational finance, and business initiatives that help drive financial discipline and long-term growth.
• Lead, coach, and develop accounting team members while promoting accuracy, accountability, collaboration, and continuous improvement.
• Partner cross-functionally with finance and non-finance leaders to improve communication, reporting accuracy, and operational alignment.
• Take on broader finance leadership responsibilities over time, including increased involvement in forecasting, strategic planning, operational finance, executive reporting, and CFO-level business partnership.
• Serve as a trusted finance partner to Newfi’s leadership team by bringing strong accounting discipline, analytical insight, and a growth-oriented mindset.

Risk

• Evaluate and approve new and renewal wholesale and correspondent accounts, ensuring all documentation and financials meet company standards.
• Conduct due diligence reviews, including licensing, entity verification, KYC, credit reports, financial statements, insurance, and operational history.
• Monitor and address sanctions alerts related to brokers, loan officers and correspondent lenders; ensure resolution aligns with compliance standards.
• Collaborate with onboarding and sales teams to support wholesale and correspondent lifecycle management, from application to renewal.
• Help tailor risk mitigation strategies such as refine and re-evaluate approval standards and ongoing monitoring protocols.
• Extract and analyze reports using Surge, Excel, and other internal systems to maintain updated status trackers and dashboards.
• Send wholesale and correspondent Agreements via DocuSign, track completions and modifications to agreements, and maintain compliance records.
• Provide ongoing support to Account Executives and Sales Managers, including outreach, training reminders, and renewal communications.
• Assist with audit and exam requests regarding Counterparty Risk
• Provide updates to Leadership, at decided upon cadence, regarding application and renewal activity.
• Provide technical assistance to Wholesale and Correspondent applicants needing assistance with initial or renewal applications.
• Perform additional wholesale and correspondent related tasks and account maintenance duties as needed.
• Demonstrate conduct and decision-making that reflect Newfi’s core values and culture.

Counterparty Risk Analyst

Account Executive

• Build and maintain strong, long-term relationships with correspondent lenders
• Train and educate partners on Newfi’s programs, processes, and technology
• Drive funded loan production to $10M+ monthly, ensuring smooth pipeline management
• Act as a trusted advisor and main point of contact for your clients
• Monitor loan deliveries, expiring rate locks, and ensure timely closings
• Collaborate with internal teams to provide exceptional service and support
• Stay informed on industry trends and compliance guidelines

Controller

Counterparty Risk Analyst

Senior Correspondent Account Executive