American Fidelity

Director, Investments

American Fidelity$120K — $150K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance; CFA/ MBA preferred
  • 15 years experience as a Commercial Mortgage Loan Underwriter
  • Proven track record in sourcing and closing first mortgage loans
  • Experience managing a commercial mortgage department
  • Strong leadership and analytical skills
  • Proficiency in PC software, especially Excel and Word
  • Excellent communication skills

Responsibilities

  • Lead and manage the Commercial Mortgage group at AFC
  • Oversee loan production, closing, servicing, and reporting activities
  • Direct loan underwriting and review proposed transactions
  • Manage portfolio diversification by property type and geography
  • Negotiate loan terms and ensure timely closing
  • Market loan programs to generate desired loan volume

Benefits

  • Educational advancement opportunities
  • Professional development and training programs
  • Flexible work environment
  • Health and wellness programs
  • Retirement savings plans
Full Job Description

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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 responsibility

  • Ability to develop and meet department goals

#LITB2

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#AFC

About American Fidelity

American Fidelity Assurance is an American private, family-owned life and health insurance company co-founded by C.W. and C.B. Cameron. It provides voluntary supplemental health insurance products and tax deferred annuities to education employees, auto dealerships, health care providers and municipal workers across the United States. Headquartered in Oklahoma City, OK, AFA is a subsidiary of American Fidelity Corporation, which is owned by the founding Cameron family. The company has ranked on Fortune magazine's "100 Best Companies to Work For" list 15 times, most recently in 2021. American Fidelity serves 1 million customers in 49 states. Since 1982, AFA has consistently been rated "A+" by A. M. Best. AFA has 2000 employees around the U.S. and the Chairman and CEO is Bill Cameron, the grandson of company co-founder C.W. Cameron. Headquarters: American Fidelity Assurance Company corporate headquarters is in the American Fidelity building, The Oklahoman newspaper building) located in north Oklahoma City just East off the Broadway Extension and Britton Road at 9000 Cameron Parkway.
Learn more about American Fidelity
Industry
Founded
1960

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