Jumbo Mortgage Specialist for Affluent Clients

Morgan Stanley; Saint Petersburg (FL); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

Morgan Stanley Home Loans seeks a Mortgage Consultant to deliver expert mortgage advice to Financial Advisors and clients throughout the origination cycle. The MC will specialize in jumbo mortgages, complex income/assets, engaging affluent clients with a proactive, collaborative approach.

The position can be based in Dallas, TX or Tempe, AZ, focusing on rate execution, compliant processes, and a seamless client experience from referral to loan approval.

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 loan production goals while maintaining a large client base.
• Wealth Management/Private Banking experience preferred.
• Eligible for employment with an FDIC-insured institution and NMLS registration.

Responsabilités

• 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.
• Work as part of team assigned to a Complex/Branch level coverage and grows the market share through business referrals.
• Provide the best rate execution and proper product selection for the clients.
• Own the client experience up to and including loan registration; follow up on referrals and complete a high quality, compliant mortgage application.
• Work directly with Private Bankers to help reach growth targets.
• Maintain and follow up on a pipeline of client referrals.
• Analyze financial information to assess mortgage qualification and options.
• Partner with Mortgage Specialist Team to ensure seamless transfer of the loan application.
• Handle inbound/outbound queue management and multiple call campaigns.
• Knowledge of consumer lending laws (RESPA, TRID, privacy, fair lending).
• Obtain documents to satisfy underwriting conditions.
• Provide feedback to improve client experience and processes.
• Complete all assigned training in a timely manner.

Connaissances

Jumbo mortgage knowledge

Client relationship management

Communication skills

MS Office proficiency

Formation

High school diploma or equivalent

Outils

NMLS registration

Description du poste

Morgan Stanley Home Loans seeks a Mortgage Consultant to deliver expert mortgage advice to Financial Advisors and clients throughout the origination cycle. The MC will specialize in jumbo mortgages, complex income/assets, engaging affluent clients with a proactive, collaborative approach.

The position can be based in Dallas, TX or Tempe, AZ, focusing on rate execution, compliant processes, and a seamless client experience from referral to loan approval.