Residential/Commercial Mortgage Loan Specialist, Allianz

Allianz

Location:
United States, Minneapolis

Category:
Finance

Contract Type:
Not provided

Salary:

82000.00 - 150000.00 USD / Year

Save Job

Apply Position

Job Description:

At Allianz Life, we are guided by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.

Job Responsibility:

Facilitate the timely and accurate booking of trades and resulting positions
Monitor cash balances and ensure that all cash transactions are processed accurately and promptly
Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies promptly
Work with internal investment managers and external asset managers to ensure that investment strategies are booked timely and accurately demonstrating knowledge of the governing documents of the investment mandates
Understand external manager loan valuation processes and manage and perform the internal independent price valuation
manage and optimize the loan risk rating process
Create reports to provide insight into investment performance, accounting, compliance and risk management
Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
Building relationships internally and with asset managers is critical to the success of this role.

Requirements:

5+ years of experience in investment operations dealing with private credit or alternative investment strategies
Bachelor's degree in finance, accounting, or related field
Knowledge of Residential and Commercial Mortgage Loans
Good understanding of investment management processes
Strong analytical, problem-solving, and organizational skills
Ability to work independently and as part of a team
Excellent communication and interpersonal skills
Attention to detail and accuracy
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship.

What we offer:

a choice of comprehensive medical, dental and vision plan options
health savings account
tuition reimbursement
student loan retirement plan
annual paid leave
an outstanding 401(k) company match
life insurance
onsite health center
child development center
fitness facility
convenience store
two cafeterias
Employee Resource Groups.

Additional Information:

Job Posted:
May 28, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Residential/Commercial Mortgage Loan Specialist