Morgan Stanley

Mortgage Specialist

Morgan Stanley$70K — $95K *
Tempe, AZ 85281In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Proven ability to build and maintain strong client relationships
  • Demonstrated success in achieving loan production goals
  • High school diploma or equivalent required
  • Eligible to register with NMLS as a mortgage loan originator
  • Deep understanding of mortgage products and client service protocols

Responsibilities

  • Act as primary contact for client interactions with Financial Advisors and clients
  • Listen to client needs and manage expectations throughout the mortgage process
  • Serve as the initial escalation point for loan-related issues
  • Oversee loan pipeline progression to meet established timelines
  • Review and validate loan processing documents for accuracy
  • Coordinate with internal and external partners for timely loan fulfillment
  • Provide insights and feedback for client experience enhancements

Benefits

  • Comprehensive employee benefits and perks
  • Opportunities for career advancement within the organization
  • Supportive work environment that fosters collaboration and creativity
  • Commitment to diversity and inclusion
  • Empowerment to make impactful decisions for clients and communities
Full Job Description
Job Description

Mortgage Specialist

MSPBNA is seeking to hire candidates for the position of Mortgage Specialist for the Morgan Stanley Home Loans team. As a Mortgage Specialist (MS), you will use your in-depth industry knowledge and experience to provide 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: (a) in our Dallas, TX office or (b) Tempe, AZ office

Job Description/Position Responsibilities:
  • Serve as primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers
  • Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process
  • Act as the initial escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate
  • Manage and oversee the pipeline to ensure all loans are progressing in accordance with established expectations
  • Request, review, and validate all loan processing documents such as income, credit, appraisal, insurance and title
  • Coordinate with various processing, underwriting, credit risk and other internal/external business partners to complete fulfillment and ensure timely closings
  • Provide comprehensive reviews and recommend solutions/options regarding credit risk of high-net-worth clients (i.e., complex income, asset, and vesting scenarios)
  • 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


Qualifications
  • Established track record of developing and maintaining Client relationships
  • Proven track record of meeting individual and organizational loan production goals while maintaining a large client base
  • High school diploma or equivalent required
  • 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
  • Effectively manage a complex pipeline that includes Core, Complex (>$2M), and Unique (Entity) transactions as well as Employee, UHNW and PWM Channel Loans.


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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