Counterparty Risk Analyst I

Charlotte, NC

Essential Duties and Responsibilities:

  • Provide timely review of mortgage broker application packages (e.g. application, resumes, financial statements, licensing, 3rd party monitoring) and recommend approval/decline to VP, Counterparty Risk or Team Lead.
  • Work in conjunction with sales department to obtain missing documents on application packages.
  • Update systems and partner with wholesale division to provide any necessary status updates/reporting.
  • Review broker renewal applications.
  • Ability to be cross-trained or handle multiple functions outside of normal job responsibilities or assist team members with other administrative tasks as needed.
  • Any other duties as requested by Management.

Required Skills, Experience and Ability:

  • Ability to communicate effectively with others, both verbally and in writing.
  • Strong organization skills and attention to detail.
  • Ability to prioritize to ensure business needs are consistently met.
  • Proficient in MS Office including Word and Excel.
  • Ability to learn 3rd party software/research tools as needed.
  • Previous Mortgage industry experience a plus.

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