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Investment Analyst II - Commercial Mortgage Loans - Careers at Unum

Unum

Investment Analyst II - Commercial Mortgage Loans - Careers at Unum

full-timePosted: Feb 2, 2026

Job Description

Investment Analyst II - Commercial Mortgage Loans - Careers at Unum

Location: Portland, Maine, USA | Job ID: 834142

Discover Unum Careers in the dynamic world of Insurance Jobs with the Investment Analyst II - Commercial Mortgage Loans position in Portland, Maine. Unum, a Fortune 500 leader in employee benefits, offers unparalleled Growth Opportunities for professionals passionate about real estate finance and investment management. This mid-level role is your gateway to thriving in a supportive environment where your analytical skills directly contribute to the company's portfolio success.

**Why Join Unum?**
Unum stands out in Unum Careers with its award-winning culture prioritizing inclusion, diversity, and employee well-being. Imagine starting your day with competitive benefits like comprehensive health, vision, dental coverage, short and long-term disability, generous PTO (including volunteer time), up to 9.5% 401(k) matching, mental health support, student loan repayment, tuition reimbursement, and flexible work options. As part of a global team of 10,000 serving 39 million people, you'll join a company headquartered in Chattanooga, TN, with key operations in Portland, ME. Unum's commitment to equal opportunity ensures a welcoming space for all, fostering professional and personal success in Insurance Jobs.

**Career Growth & Stability at Unum**
Unum Careers are built for long-term Growth Opportunities. This Investment Analyst II role provides hands-on experience in commercial mortgage loans, from underwriting and market analysis to portfolio valuation—skills that propel you toward senior investment positions. With performance-based incentives and structured advancement paths, Unum invests in your development through tuition support and real-world projects. Whether backing up team members or tackling special assignments, you'll gain versatility in a stable Fortune 500 environment, backed by international presence and robust field offices. Embrace flexible work while building a resilient career in finance and real estate.

**Impact of the Role**
As an Investment Analyst II, you'll drive meaningful outcomes by reviewing loan packages, underwriting mortgages, analyzing property financials, and preparing applications—directly supporting Unum's mission to help clients thrive. Your market research and data insights safeguard investments, influencing decisions that protect employee benefits worldwide. In team meetings and cross-department collaborations, your independent analysis makes a tangible difference, blending technical expertise with real estate acumen. Join Team Unum to leverage Growth Opportunities in Insurance Jobs, where your contributions enhance financial security for millions. Apply now for this Portland-based role and elevate your career trajectory.

Role Overview

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.

#LI-AF1

~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

What You'll Be Doing (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 into 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

What You Need to Succeed (Qualifications)

  • 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

Skills Required

Financial analysis, Market research and analysis, Mortgage loan underwriting, Excel and Word proficiency, Data entry into databases, Written and verbal communication, Independent decision making

Benefits & Perks at Unum

  • Award-winning culture
  • Competitive benefits package including 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

Locations

  • Portland, Maine, United States
  • Chattanooga, Tennessee, United States

Salary

Estimated Salary Rangemedium confidence

70,000 - 101,650 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial analysisintermediate
  • Market research and analysisintermediate
  • Mortgage loan underwritingintermediate
  • Excel and Word proficiencyintermediate
  • Data entry into databasesintermediate
  • Written and verbal communicationintermediate
  • Independent decision makingintermediate

Required Qualifications

  • BA or BS in business, finance or related field (experience)
  • Minimum 1-3 years commercial real estate/property management experience (experience)
  • Computer skills including Word, Excel; ability to learn new software (experience)
  • Ability to work independently within a team-oriented environment (experience)

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 into 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

Benefits

  • general: Award-winning culture
  • general: Competitive benefits package including Health, Vision, Dental, Short & Long-Term Disability
  • general: Generous PTO including paid time to volunteer
  • general: Up to 9.5% 401(k) employer contribution
  • general: Mental health support
  • general: Career advancement opportunities
  • general: Student loan repayment options
  • general: Tuition reimbursement
  • general: Flexible work environments

Target Your Resume for "Investment Analyst II - Commercial Mortgage Loans - Careers at Unum" , Unum

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Unum logo

Investment Analyst II - Commercial Mortgage Loans - Careers at Unum

Unum

Investment Analyst II - Commercial Mortgage Loans - Careers at Unum

full-timePosted: Feb 2, 2026

Job Description

Investment Analyst II - Commercial Mortgage Loans - Careers at Unum

Location: Portland, Maine, USA | Job ID: 834142

Discover Unum Careers in the dynamic world of Insurance Jobs with the Investment Analyst II - Commercial Mortgage Loans position in Portland, Maine. Unum, a Fortune 500 leader in employee benefits, offers unparalleled Growth Opportunities for professionals passionate about real estate finance and investment management. This mid-level role is your gateway to thriving in a supportive environment where your analytical skills directly contribute to the company's portfolio success.

**Why Join Unum?**
Unum stands out in Unum Careers with its award-winning culture prioritizing inclusion, diversity, and employee well-being. Imagine starting your day with competitive benefits like comprehensive health, vision, dental coverage, short and long-term disability, generous PTO (including volunteer time), up to 9.5% 401(k) matching, mental health support, student loan repayment, tuition reimbursement, and flexible work options. As part of a global team of 10,000 serving 39 million people, you'll join a company headquartered in Chattanooga, TN, with key operations in Portland, ME. Unum's commitment to equal opportunity ensures a welcoming space for all, fostering professional and personal success in Insurance Jobs.

**Career Growth & Stability at Unum**
Unum Careers are built for long-term Growth Opportunities. This Investment Analyst II role provides hands-on experience in commercial mortgage loans, from underwriting and market analysis to portfolio valuation—skills that propel you toward senior investment positions. With performance-based incentives and structured advancement paths, Unum invests in your development through tuition support and real-world projects. Whether backing up team members or tackling special assignments, you'll gain versatility in a stable Fortune 500 environment, backed by international presence and robust field offices. Embrace flexible work while building a resilient career in finance and real estate.

**Impact of the Role**
As an Investment Analyst II, you'll drive meaningful outcomes by reviewing loan packages, underwriting mortgages, analyzing property financials, and preparing applications—directly supporting Unum's mission to help clients thrive. Your market research and data insights safeguard investments, influencing decisions that protect employee benefits worldwide. In team meetings and cross-department collaborations, your independent analysis makes a tangible difference, blending technical expertise with real estate acumen. Join Team Unum to leverage Growth Opportunities in Insurance Jobs, where your contributions enhance financial security for millions. Apply now for this Portland-based role and elevate your career trajectory.

Role Overview

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.

#LI-AF1

~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

What You'll Be Doing (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 into 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

What You Need to Succeed (Qualifications)

  • 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

Skills Required

Financial analysis, Market research and analysis, Mortgage loan underwriting, Excel and Word proficiency, Data entry into databases, Written and verbal communication, Independent decision making

Benefits & Perks at Unum

  • Award-winning culture
  • Competitive benefits package including 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

Locations

  • Portland, Maine, United States
  • Chattanooga, Tennessee, United States

Salary

Estimated Salary Rangemedium confidence

70,000 - 101,650 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial analysisintermediate
  • Market research and analysisintermediate
  • Mortgage loan underwritingintermediate
  • Excel and Word proficiencyintermediate
  • Data entry into databasesintermediate
  • Written and verbal communicationintermediate
  • Independent decision makingintermediate

Required Qualifications

  • BA or BS in business, finance or related field (experience)
  • Minimum 1-3 years commercial real estate/property management experience (experience)
  • Computer skills including Word, Excel; ability to learn new software (experience)
  • Ability to work independently within a team-oriented environment (experience)

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 into 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

Benefits

  • general: Award-winning culture
  • general: Competitive benefits package including Health, Vision, Dental, Short & Long-Term Disability
  • general: Generous PTO including paid time to volunteer
  • general: Up to 9.5% 401(k) employer contribution
  • general: Mental health support
  • general: Career advancement opportunities
  • general: Student loan repayment options
  • general: Tuition reimbursement
  • general: Flexible work environments

Target Your Resume for "Investment Analyst II - Commercial Mortgage Loans - Careers at Unum" , Unum

Get personalized recommendations to optimize your resume specifically for Investment Analyst II - Commercial Mortgage Loans - Careers at Unum. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Investment Analyst II - Commercial Mortgage Loans - Careers at Unum" , Unum

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

UnumInsurancePortlandUnited StatesCareersGeneral

Answer 10 quick questions to check your fit for Investment Analyst II - Commercial Mortgage Loans - Careers at Unum @ Unum.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.