Director, Investments
American Fidelity · Oklahoma City, OK · 2 mo ago
ManagementFull-time
Education/Technical Requirements
- Bachelor's degree in Finance from four-year college or university
- CFA Charter and/or MBA degree preferred
Experience
- 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
Skills
- 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
- Proactive development and application of creative and unique solutions to problems
- Effective negotiating skills
- Strong organizational skills
- Fiduciary responsibility
Responsibilities
- 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