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Investment Analyst II - Commercial Mortgage Loans

Unum

Investment Analyst II - Commercial Mortgage Loans

Unum

2 Locations

·

On-site

·

Full-time

·

1w ago

Compensation

$52,000 - $101,000

Benefits & Perks

Healthcare

401(k)

Paid Time Off

Mental Health

Student Loan Repayment

Tuition Reimbursement

Flexible Hours

Healthcare

401k

Mental Health

Flexible Hours

Required Skills

Financial analysis

Loan underwriting

Excel

Word

Communication

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. 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 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. Help us help others, and join Team Unum today!

General Summary:

This role supports the production and management of commercial mortgage loan investments. Responsibilities vary by analyst and can include: (a) reviewing loan submission packages, researching/ analyzing market data, and underwriting mortgage loans; (b) preparing loan applications and (c) reviewing and valuing loans in the portfolio. Special projects and/or reporting functions may be assigned.

Principal Duties and Responsibilities

  • Review loan submission packages, research and analyze market data, and underwrite mortgage loans.
  • Participate in production team meetings.
  • Prepare loan applications, monitor collection of fees for rate lock, and input data in to mortgage loan database.
  • Financial analysis of monthly and annual property operating statements and borrower financials.
  • Special projects as assigned.
  • Back up for team members.
  • Assist other investment areas with related real estate issues, as needed.
  • May perform other duties as assigned.

Job Specifications

  • BA or BS in business, finance or related field.
  • Minimum 1-3 years commercial real estate/property management experience.
  • Computer skills including Word, Excel; ability to learn new software.
  • Ability to work independently within a team-oriented environment.
  • Solid written and verbal communication skills.
  • Independent analysis/decision making ability.

~IN1

Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.

Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.

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.

$52,000.00-$101,000.00

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 benefits are subject to the terms and conditions of individual Plans.

Company:

Unum

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About Unum

Unum

Insurance company.

Chattanooga

Headquarters

Reviews

2.8

13 reviews

Work Life Balance

3.5

Compensation

2.8

Culture

3.2

Career

2.8

Management

2.7

Pros

Great benefits and generous employee benefits

Work from home and hybrid positions

Good management and coworkers

Cons

Organizational changes and corporate bureaucracy

Below average salaries

Emotionally exhausting and intense work periods

Salary Ranges

496 data points

Junior/L3

Junior/L3 · Data Analyst

0 reports

$112,535

total / year

Base

-

Stock

-

Bonus

-

$95,655

$129,415

Interview Experience

8 interviews

Difficulty

2.6

/ 5

Duration

14-28 weeks

Experience

Positive 25%

Neutral 13%

Negative 62%

Interview Process

1

Application Review

2

HR Screen/Recruiter Phone Screen

3

Skills Assessment/Computer Simulation

4

HireVue Video Interview

5

Panel/Group Interview

6

Background Check

7

Offer

Common Questions

Behavioral/STAR

Technical Knowledge

Past Experience

Culture Fit

Role-Specific Scenarios