Morgan Stanley

Associate Regional Originations Manager - Vice President

Morgan Stanley$125K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-8 years of mortgage experience in Operations and/or Sales
  • 1-2 years of leadership experience
  • Deep knowledge of mortgage products and non-conforming credit guidelines
  • Outstanding organizational skills for multi-tasking various responsibilities
  • Expert understanding of credit/underwriting guidelines with the ability to analyze complex scenarios
  • Proven ability to develop High Net Worth client relationships
  • Strong communication and interpersonal skills
  • Extensive knowledge of consumer lending laws and regulations.

Responsibilities

  • Oversee daily performance and productivity of direct reports
  • Identify and address operational inefficiencies within the team
  • Balance workload and scheduling for team members
  • Act as the escalation point for Private Bankers and Financial Advisors' issues
  • Manage lead pipeline of new loan referrals
  • Ensure compliance with policies and regulations
  • Build relationships with Complex Directors and Branch Managers to drive business
  • Assist with onboarding new employees and escalate issues as needed
  • Support Regional Manager in various leadership activities
  • Participate in regional strategy discussions and production goals
  • Collaborate with regional team to support mortgage loans from Wealth Management branches.
  • Contribute to the design and development of fulfillment operations.

Benefits

  • Opportunities for professional growth and development
  • Dynamic and collaborative work environment
  • Access to a network of established High Net Worth client relationships
  • Participation in initiatives that enhance customer experience
  • Support from senior management and regional leadership.
Full Job Description
MSPBNA Home Loans is seeking an experienced mortgage lending professional for the position of VP, Associate Regional Originations Manager. The individual will report to a Regional Originations Manager.

Responsibilities:
  • Responsible for daily performance and productivity of direct reports.
  • Identify operational inefficiencies that arise as part of the team dynamic and suggest process improvements.
  • Balance workload and scheduling for direct reports.
  • Act as the escalation point for issues involving Private Bankers and Financial Advisors.
  • Oversee lead management for pipeline of new loan referrals.
  • Ensure compliance with all policies and regulations.
  • Partner with Complex Directors and Branch Managers within the region to build relationships and drive business to the region.
  • Assist Regional Manager with onboarding new employees, schedule oversight and escalations.
  • Support Regional Manager, as needed, when out of office.
  • Participate in leadership coverage routines, including but not limited to, scheduling oversight, regional strategy discussions, production goals, talent planning and field partnership/relationship building.
  • Work as part of a regional team to support mortgage loans from Wealth Management complexes/branches.
  • Assist in the design and development of fulfillment operations, documenting procedures, testing, training, and recruitment efforts.
  • Participate in initiatives to improve the client, Financial Advisor and Private Banker experience.


Required Qualifications, capabilities, and skills:
  • 4-8 years of mortgage experience (Operations and/or Sales).
  • 1-2 years leadership experience
  • Deep knowledge of mortgage products and non-conforming credit guidelines.
  • Outstanding organizational skills and ability to multi-task; balancing communications, scheduling oversight, and client escalations.
  • Expert level knowledge of credit/underwriting guidelines and providing comprehensive reviews and recommendations regarding credit risk and loan scenarios. Including the ability to recognize, document and submit detailed information on complex conditional pre-approval scenarios to a Regional Underwriting Manager, when applicable.
  • Established track record of developing and maintaining High Net Worth relationships in a Sales or Operational setting.
  • Strong communication and interpersonal skills.
  • Extensive knowledge of the laws and regulation that govern consumer lending, including fair lending, privacy, RESPA, and TRID.
  • Eligible for employment with an FDIC-insured institution and able to register with the Nationwide Mortgage Licensing System & Registry ("NMLS") as a mortgage loan originator.


To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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