Department Investments
Category Finance
City Oklahoma City
State OK
Type of

Commercial Mortgage Loan Asset Manager



• Produce first mortgage loans for the investment portfolio of American Fidelity Assurance Company (AFA) and affiliated companies in accordance with the company’s investment policy, and in meeting the company’s appetite for the investment class. • Manage a designated market territory and roster of mortgage banking contacts. Develop and enhance market knowledge and contacts so as to generate new mortgage loan investments. Analyze and underwrite new loan opportunities, prepare loan commitments, obtain approval for all new transactions and oversee the closing of loans originated. • Manage and analyze the mortgage investment portfolio, prepare and distribute standard and ad hoc reports for internal and external use, handle problem loan situations, refine the AFA loan program as needed, monitor market conditions and report on those conditions to the group’s vice president and AFA senior management. • Analyze and underwrite new loan opportunities, prepare loan commitments, obtain approval for all new transactions and oversee the closing of loans originated. As needed, provide guidance, insight or additional analysis on closing-related matters. Includes researching relevant markets to determine the best investment options, and analyzing property value for investment risk and diversification, Includes the on-going monitoring of those loans throughout the loan life-cycle to ensure positive investment growth and effective asset management. • Foster and maintain positive business relationships while actively developing, nurturing and managing designated mortgage banking relationships, including regular market visits and on-going communications. Serve as the primary contact between those in the assigned territory and AFA’s mortgage group. • Collaborate with the Vice President Investments and Closing/Servicing Manager in the analysis of the mortgage portfolio (Portfolio analysis reports, AM Best Reports, Prepayment Projections, Developing Underwriting Models, Etc) and generation of reports for internal and external use. • Calculate prepayment premiums, payoff statements and related duties, as assigned. Review these documents for loans in the designated territory, or as otherwise assigned. • Additional duties as assigned, including addressing problem loan situations, refining the AFA loan program as needed and monitoring market conditions.


• Master’s Degree MBA area of study Preferred • CFA Charter preferred • 7-10 years of successful asset management with an established investment portfolio • Strong financial background with knowledge of real estate. o Prior experience with the commercial mortgage or real estate equity investment area of life insurance company, mortgage banking or investment real estate firm, commercial mortgage group for a commercial bank or other related finance/investment work • Ability to multi-task • Strategic mind-set • Strong analytical and interpretation skills • Strong organizational skills and detail orientation • Adept at oral and written communications • Team player - ability to work well with others in a team environment • Skilled negotiator • Highly computer literate and proficient in PC Windows-based software, including Microsoft Office applications (Email, Internet applications, Excel and Word); knowledge of PAM system helpful • Excellent math skills • Ability to travel for work approximately 10-20%