Morgan Stanley

Mortgage Consultant

Morgan Stanley • $80K — $95K *
Dallas, TX 75217In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 4-8 years of relevant mortgage experience in Sales or Operations preferred.
  • Experience in client relationship management roles essential.
  • Background in loan origination required.
  • Demonstrated ability to develop and maintain client relationships.
  • Track record of meeting loan production goals with a large client base.
  • High school diploma or equivalent mandatory.
  • Wealth Management or Private Banking experience is a plus.

Responsibilities

  • Form deep working relationships with Financial Advisors and Personal Bankers.
  • Assist clients in mortgage needs with expert advice and problem-solving skills.
  • Provide optimal rate execution and product selection for clients.
  • Serve as the 'face' of the business by owning the client experience until loan registration.
  • Collaborate with Private Bankers to achieve growth targets for branches.
  • Maintain and follow up on a referral pipeline of potential clients.
  • Analyze financial information to assess client and property qualifications.

Benefits

  • Flexible work location in Dallas, TX or Tempe, AZ.
  • Opportunity to work closely with affluent clients and their advisors.
  • Exposure to complex mortgage scenarios, especially jumbo loans.
  • Access to training and resources for professional development.
  • Engagement in networking events within the financial services industry.
Full Job Description
MSPBNA is seeking to hire candidates for the position of Mortgage Consultant for the Morgan Stanley Home Loans team. As a Mortgage Consultant (MC), you will use your in-depth industry knowledge and experience to provide an excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.

The ideal candidate will be a subject matter expert in jumbo mortgages, complex income and assets and have a high degree of comfort engaging with affluent clients and their advisors. An individual that exhibits high energy, takes ownership, and demonstrates a collaborative pro-active approach is critical for this role.

Position can be based in our: (a) Dallas, TX office or (b) Tempe, AZ office.

Job Description/Position Responsibilities:
  • The MC will form deep working relationships with Financial Advisors and Personal Bankers. Assist in providing expert advice and problem-solving skills to help meet client mortgage needs.
  • Ability to work as part of team assigned to a Complex /Branch level coverage and grows the market share through business referrals.
  • Required to provide the best rate execution and proper product selection for the clients.
  • Act as the "face" of the business by owning the client experience up to and including loan registration. This is achieved by following up on potential client referrals and working with the client to complete a high quality, accurate and compliant mortgage application.
  • Work directly with Private Bankers (Field Sales) in order to help reach each complex /branch growth targets.
  • Maintain and follow up on a pipeline of client referrals.
  • Analyze financial information to make an initial assessment regarding whether the clients and the property may qualify for a particular lending solution and find the best option for their particular mortgage solution.
  • Participate in business partner's events and office activities which promote our internal Home Loan team.
  • Partner with Mortgage Specialist Team to ensure the seamless transfer of the loan application in a timely manner once the intent to proceed has been received.
  • The MC will be tasked with multiple responsibilities that include inbound /outbound queue management, multiple call campaigns, and various bank initiatives, along with intense client follow-up.
  • Knowledge of the laws and regulation that govern consumer lending, including fair lending, privacy, RESPA, and TRID.
  • Obtain documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary.
  • Provide perspective and feedback relative to client experience enhancements and process efficiencies.
  • Complete all assigned training in a timely manner.


Qualifications:
  • 4-8 years of relevant mortgage experience (Sales and/or Operations preferred)
  • Experience in Client relationship management roles.
  • Experience in loan origination
  • Established track record of developing and maintaining Client relationships in a Sales or Operational setting.
  • Proven track record of meeting individual and organizational loan production goals while maintaining a large client base.
  • High school diploma or equivalent required
  • Wealth Management/Private Banking experience preferred.
  • 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.


Skills/Abilities:
  • Extensive knowledge of mortgage products and client service experience
  • In depth knowledge of the compliance regulations and laws that govern consumer mortgage lending, including fair lending, privacy, RESPA, and TRID
  • Strong communication skills, both written and verbal, and interpersonal skills required.
  • Self-starter with a strong sense of ownership; ability to manage time, prioritize and plan accordingly.
  • Proficient in the use of a variety of systems for accurate reporting and tracking; including MS Office (Word, EXCEL, Outlook, PowerPoint)
  • Achieve high levels of Client and Financial Advisor satisfaction.
  • Proactively manage loan escalations as needed to ensure a timely resolution while providing an enhanced client experience.

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
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Morgan Stanley

More Finance & Insurance Jobs

Find similar Mortgage Consultant jobs:

NationwideDallas, TX