Director, Investments
American Fidelity
Commercial Mortgage Group Lead
Must currently reside in the OKC metro area (or be willing to relocate).
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
- Knowledge of commercial property types and commercial property markets nationally
- Ability to travel on a regular and on-going basis - approx. 3-6 days per month, varying throughout the year
- 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 responsibility
- Ability to develop and meet department goals
$77k - $214k
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