Counterparty Risk Analyst

Nexera, LLC

Counterparty Risk Analyst at Newfi Lending evaluating and maintaining relationships with mortgage brokers. Analyzing applications and conducting due diligence in a collaborative environment.

Posted 6/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Exceptional attention to detail and ability to work both independently and as part of a team.
3–5 years of experience in mortgage banking, wholesale or correspondent lending, or financial services with a credit/risk focus
Proficient in credit risk assessment, operational due diligence, and regulatory compliance
Deep understanding of mortgage processes, broker/lender relationships, and third-party vendor oversight
Strong analytical and decision-making skills; ability to synthesize data into actionable insights
Proven ability to analyze and deliver accurate information under tight deadlines in a fast-paced environment.
Effective time management and ability to prioritize multiple tasks.
Excellent verbal and written communication skills.
Proficiency with Microsoft 365 (Excel Outlook, Word), Acrobat Pro, and DocuSign.
Experience with Free Agent CRM, Salesforce, and MeridianLink is a plus.

Benefits

Comp & perks

Competitive compensation package
401k matching, fully vested after 3 years of employment.
Full medical, dental and vision.
Access to leadership and career growth opportunities.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

credit risk assessmentoperational due diligenceregulatory compliancemortgage processesdata analysisrisk mitigation strategiessanctions monitoringfinancial statement analysisKYCentity verification

Soft Skills

attention to detailindependent workteam collaborationanalytical skillsdecision-makingtime managementprioritizationverbal communicationwritten communicationability to work under tight deadlines