Global Loans Operations Associate

Morgan Stanley; Baltimore (MD); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player in financial services is looking for an Associate to join their Global Loan Services team. This role involves supporting Institutional business units with trade settlements, servicing, and analytics functions related to residential loans. You will collaborate with various business units, ensuring effective transaction support and maintaining high standards of service. The ideal candidate will possess strong communication skills, proficiency in Microsoft Excel, and a proactive approach to problem-solving. Join a company that values diversity and excellence, and be part of a team committed to delivering exceptional client service.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Life Insurance

Disability Insurance

Parental Leave

Vacation Days

Paid Holidays

Qualifications

• Experience in trade support and knowledge of financial services is preferred.
• Ability to learn quickly and manage multiple detailed tasks.

Responsibilities

• Execute trade settlements and manage client onboarding processes.
• Check client documents for accuracy and communicate with stakeholders.

Skills

Attention to detail

Strong Excel skills

Self-motivated

Ability to multitask

Analytical skills

Problem-solving skills

Strong written communication

Strong verbal communication

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Excel

Microsoft Word

Job description

We’re seeking someone to join our team as an Associate in ISG Fixed Income Operations within the Global Loan Services department within the Residential Trade Support Operations division. This position will be specifically working with Residential Loans supporting Institutional business units and performing Trade Settlement, Servicing and Reconciliation/Analytics functions.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within the Product Support & Services, which is responsible for providing transaction support and managing post-execution processes.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

What you’ll do in the role:

• Executing trade settlements
• Master servicing and exception management in support of Trading Desk and Operational personnel; client onboarding and Anti-Money Laundering (AML) review
• Checking inbound client documents for accuracy, making outbound contact both in writing and verbally with internal and external stakeholders
• Define and prioritize project activities and follow-up on project progress
• Strong written and verbal communication skills
• Strong working knowledge and proficiency in MS Word and Excel; knowledge of financial services field is essential.

What you’ll bring to the role:

• Strong written and verbal communication skills
• Strong working knowledge and proficiency in Microsoft Excel; ability to multitask is essential. Knowledge of the financial services field and specifically Residential Mortgages is preferred.
• Experience in trade support, mortgages and loan origination, residential servicing and secondary residential trading is ideal.
• Ability to learn quickly and engage in a number of detailed tasks at once.
• Strong flexibility in regard to the duties assigned and problem-solving skills; able to work independently and proactive in your approach to daily tasks. Top Skills: Attention to detail / Strong Excel skills / Self-motivated / Ability to multitask / Analytical and Proactive.

What you can expect from Morgan Stanley:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world.

Salary range for the position: $50,000 - $80,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).