About this role

Support the end-to-end scoping process for counterparty risk reviews within Single-Family Acquisitions.
Contribute to building and maintaining processes that identify risk using data from collaborative dashboards.
Conduct calls with business units to align on goals, set expectations, and gather relevant information.
Provide tailored questionnaires to counterparties for efficient information collection.
Collaborate on comprehensive testing matrices to organize test scenarios, track progress, and upload to repositories.
Participate in process improvement projects to create efficiencies and standardize outputs.
Monitor and respond to emails in the shared mailbox with professionalism within standard response timeframes.

Bachelor’s degree in business, Finance, Economics, or related field, or equivalent experience.
Minimum 3-5 years of experience working with mortgage originations and/or servicing or in a related financial analytical role.
Demonstrated experience in risk analysis, process management, and project management.
Advanced proficiency with Excel, Word, Salesforce, Power BI, SharePoint, and data visualization tools, such as Tableau.
Strong written and verbal communication skills.
Proven ability to interact diplomatically with a variety of internal and external stakeholders.
Experience with document management systems and secure data handling.

Single Family Professional – Counterparty Risk Reviews

Key skills