Director, Investments

American Fidelity; Oklahoma City (OK); Sur place; USD 100 000 - 130 000; Plein temps

Résumé du poste

American Fidelity is seeking a leader for their Commercial Mortgage group in Oklahoma City. This role involves overseeing production, closing, servicing, and portfolio management. The ideal candidate will have a Bachelor's in Finance and extensive commercial mortgage underwriting experience, along with strong leadership and negotiation skills. The company offers an opportunity to make a significant impact on the loan programs and market perception.

Qualifications

• 15 years experience as Commercial Mortgage Loan Underwriter at a life insurance company.
• Strong track record of sourcing and closing first mortgage loans secured by commercial real estate.
• Track record of managing a commercial mortgage department.

Responsabilités

• Lead and manage the Commercial Mortgage group and related activities.
• Supervise loan underwriting, production, servicing, and reporting.
• Market American Fidelity loan programs to generate loan volume.

Connaissances

Leadership

Loan underwriting

Negotiation

Analytical skills

Communication

Organizational skills

Formation

Bachelor's degree in Finance

CFA Charter and/or MBA preferred

Outils

Microsoft Excel

Loan servicing software

Description du poste

Must currently reside in the OKC metro area.

Lead and manage the Commercial Mortgage group of American Fidelity Corporation (AFC) and related companies (excluding First Fidelity Bank). Supervise all production, closing, servicing, problem loan, reporting and portfolio management activities undertaken by the group.

Direct and track all loan underwriting and production activities. Review proposed transactions. Manage portfolio characteristics for diversification by property type, tenancy, and geographic location. Negotiate all loan terms. Supervise the production of loan applications, approval briefs and other documents generated by the lender. Ensure all loans are closed in a timely, professional manner which will result in the enhancement of the market’s perception of the AFA loan program and Commercial Mortgage group.

Market the American Fidelity loan programs for permanent mortgage loans and construction/permanent mortgage loans, to generate loan volume which will satisfy the company’s appetite for the investment class, at the appropriate risk‑adjusted yield.

Education/Technical Requirements

• Bachelor's degree in Finance from four‑year college or university; CFA Charter and/or MBA degree preferred
• 15 years experience as Commercial Mortgage Loan Underwriter at a life insurance company
• Strong track record of sourcing and closing first mortgage loans secured by commercial real estate
• Track record of managing a commercial mortgage department, including an in‑depth understanding of loan origination, pricing, underwriting, risk management and closing activities
• Demonstrates strong leadership, technical, data interpretation and analytical skills
• Proficiency with PC Windows‑based software, including Microsoft Excel and Word applications, loan servicing software, email and Internet applications
• Strong oral and written communication skills
• Ability to handle numerous tasks quickly and simultaneously
• Ability to proactively develop and apply creative and unique solutions to problems
• Effective negotiating skills
• Strong organizational skills
• Fiduciary responsibilityAbility to develop and meet department goals