Ameritas · 16 hours ago
Commercial Mortgage Loan Analyst
Ameritas is an insurance, financial services, and employee benefits provider that aims to help people get more out of life. The Commercial Mortgage Loan Analyst role involves providing analytical support for loan production and portfolio management, including reviewing mortgage loans, assisting in compliance reporting, and tracking economic and real estate market information.
Financial ServicesInsurance
Responsibilities
Provide initial review, analysis and written recommendations on new mortgage loans presented by loan correspondents or other sources
For loan opportunities, complete submission briefs, draft application-commitment documents and other related loan production documents
Assist management in monitoring our existing portfolio of mortgage loans
In a timely manner, complete all monthly and quarterly compliance reports, with appropriate analytical insight included, for individual loans, properties or for entire portfolios of loans or properties
Aid in the closing process of assigned loans
Review third party reports, leases and other due diligence activities
Assist with loan file assembly (hard copy or electronic)
As scheduled or requested, travel to selected markets and call on mortgage banking correspondents, as an aid in new loan production, portfolio management and servicing functions
Perform property site inspections as assigned and document inspections
Track economic and real estate market information in the markets where Ameritas has commercial mortgage or real estate investment exposure or is considering such investment
Document such current information for use by management personnel in their decision making
Make recommendations to management based on data review
Provide other related support for our portfolio and loan servicing managers, as needed or assigned
Review inspection reports and operating statement reports for individual loans
Add appropriate data to the portfolio management systems and notify management regarding issues discovered
As requested, provide written rationale and recommendations for loans to be added to or removed from portfolio watch lists
Update valuation models using current property-level data
Provide requested support on real estate equity transactions
Such support will include analysis and commentary on individual markets, locations and other underwriting criteria
Qualification
Required
Zero to two years of relevant experience required
Associate degree required
Strong preference for bachelor's degree with a major in finance, real estate, or similar field of study
Communication skills, reasoning and analytical skills; ability to operate independently, and ability to execute independent judgment are all required
Preferred
Previous experience in commercial real estate management, banking, investment management or related areas desired
Industry relevant professional certifications or licensing are desirable but not required
Working knowledge of word processing, databases, spreadsheet, property valuation (e.g., ARGUS) and mapping software are desired
Benefits
401(k) Retirement Plan with company match and quarterly contribution.
Tuition Reimbursement and Assistance.
Incentive Program Bonuses.
Competitive Pay.
Flexible Hybrid work.
Thrive Days - Personal time off.
Paid time off (PTO).
Health Benefits: Medical, Dental, Vision.
Health Savings Account (HSA) with employer contribution.
Well-being programs with financial rewards.
Employee assistance program (EAP).
Professional development programs.
Leadership development programs.
Employee resource groups.
StrengthsFinder Program.
Matching donations program.
Paid volunteer time– 8 hours per month.
Generous paid maternity leave and paternity leave.
Fertility, surrogacy, and adoption assistance.
Backup child, elder and pet care support.
Company
Ameritas
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.
Funding
Current Stage
Late StageTotal Funding
unknown2007-04-01Private Equity
Leadership Team
Recent News
2025-12-18
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2025-10-10
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