Coordinate and manage closing process for new loans including draft preparation of loan applications, collection of fees, review of non-legal documents, lease and financial analysis, timely data input and effective communication with internal and external clients.
Support VP and Investment Officer(s) with asset management of existing mortgage loan portfolio including analysis of loan documents, loan valuations, lease analysis and recommendations, additional collateral reserve accounts and other asset management issues.
Monitor loan defaults and problem loans including coordination of third-party reports, assistance in preparation/negotiation of management, leasing and listing agreements with third party firms, rent/payment collection, and internal loan reporting.
Requirements
Preparation of monthly, quarterly, annual and ad-hoc portfolio reporting for various internal and external purposes (the latter of which includes MBA, audit, CREF, FHLB, CECL, special projects).
Job Specifications BA or BS in business, finance or related field 3 years minimum
experience in the commercial real estate and commercial mortgage industry Demonstrated knowledge of Unum’s investment portfolio Strong computer/technology skills including Word, Excel,; ability to learn new software Ability to work independently within a team-oriented environment Strong written and verbal communication and math skills Financial management experience/ability Strong independent analysis/decision making ability #LI-AS3 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company
Benefits
To enable this, we provide: Award-winning culture Inclusion and diversity as a priority Performance Based Incentive Plans Competitive
benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability Generous PTO (including paid time to volunteer!) Up to 9.5% 401(k) employer contribution Mental health support Career advancement opportunities Student loan repayment options Tuition reimbursement Flexible work environments *All the
Help us help others, and join Team Unum today! General Summary: An Investment Analyst III – Commercial Mortgage Loan
This role supports the production and management of commercial mortgage loan investments.
Responsibilities vary by analyst and can include independently: (a) reviewing loan submission packages, researching/ analyzing market data, and underwriting mortgage loans; (b) preparing loan applications; (c) closing loans and allocating work among analysts; (d) reviewing and valuing loans in the portfolio; (d) assisting in actively managing the mortgage loan portfolio; and (e) managing the REO and equity portfolio.
The base salary range for applicants for this position is listed below.
Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $60,500.00-$123,400.00 Additionally, Unum offers a portfolio of
benefits and rewards that are competitive and comprehensive including healthcare
benefits (health, vision, dental), insurance
benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All
Additional details
Job Posting End Date: June 21 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee
benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments.
And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally.
benefits listed above are subject to the terms of their individual Plans .
And that’s just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers.
Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team.
responsibilities may include reporting, management and training of more junior analysts, and presentation of loans to the production team.
Special projects and/or reporting functions may be assigned.
Responsibilities Support VP and Investment Officer(s) with market research, initial loan submission and underwriting analysis.
Financial analysis of annual property operating statements and assistance with revaluation of individual loans.