Tailored Lending Operations is responsible for the onboarding, servicing, and ongoing operational support of Tailored Lending loans. Key responsibilities include loan origination support, loan documentation review, execution and control of disbursement and payment requests, financial reconciliation, document management, issue research and resolution, audit-related data and documentation support, and coordination with Field, Product, Technology, Finance, Credit, and external vendors supporting the loan platform. The analyst will also support the following activities:
-Loan processing and servicing
-Reviewing control reports
-Participating in projects and testing initiatives
-Maintaining departmental metrics
-Updating policies and procedures
-Supporting automation and transformation initiatives -Ability to balance multiple priorities, operating in a demanding and fast-paced environment while demonstrating flexibility, adaptability, and personal accountability
-Convey disciplined work ethic and have an enthusiastic 'can do' attitude while delivering white glove service
-Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
-Adaptable team player
-Detail oriented and ability to adhere to strict timelines
-Strong organizational and time management skills
-Ability to critically evaluate information gathered from multiple sources
-Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives
-Strong Microsoft Office skills
Preferred Technical Skills
-PowerBI
-UI Path
-Python
-Power Automate
-LoanIQ
Expected base pay rates for the role will be between $65,000 and $102,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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