Regional Mortgage Origination VP: Lead & Grow

Morgan Stanley; Dallas (TX); Presencial; USD 120 000 - 190 000; Tempo integral

Resumo da oferta

Morgan Stanley is seeking an experienced mortgage lending professional for the VP, Associate Regional Originations Manager role in Dallas. You will lead a regional team, oversee pipeline, ensure compliance, and partner with Private Bankers and Financial Advisors to grow mortgage originations within Wealth Management.

The position requires 4–8 years in mortgage, leadership experience, and deep knowledge of underwriting guidelines.

Qualificações

• 4-8 years of mortgage experience (Operations and/or Sales).
• 1-2 years leadership experience.
• Deep knowledge of mortgage products and non-conforming credit guidelines.
• Outstanding organizational skills with multi-tasking and escalation management.
• Expert level knowledge of credit/underwriting guidelines and risk assessment in complex scenarios.
• Proven track record building High Net Worth relationships in sales or operations.
• Strong communication and interpersonal skills.
• Extensive knowledge of consumer lending laws (RESPA, TRID) and privacy.

Responsabilidades

• Responsible for daily performance and productivity of direct reports.
• Identify operational inefficiencies and suggest process improvements.
• Balance workload and scheduling for direct reports.
• Escalation point for issues involving Private Bankers and Financial Advisors.
• Oversee lead management for pipeline of new loan referrals.
• Ensure compliance with policies and regulations.
• Partner with Complex Directors and Branch Managers to drive business regionally.
• Assist Regional Manager with onboarding new employees, schedule oversight and escalations.
• Support Regional Manager when out of office.
• Participate in leadership routines, including scheduling oversight, regional strategy discussions, production goals, talent planning and field partnership/relationship building.
• Work as part of a regional team to support mortgage loans from Wealth Management complexes/branches.
• Assist in the design and development of fulfillment operations, documenting procedures, testing, training, and recruitment efforts.
• Participate in initiatives to improve the client, Financial Advisor and Private Banker experience.

Conhecimentos

Mortgage products knowledge

Leadership

Credit underwriting

Relationship management

Regulatory compliance

Communication

Descrição da oferta de emprego

Morgan Stanley is seeking an experienced mortgage lending professional for the VP, Associate Regional Originations Manager role in Dallas. You will lead a regional team, oversee pipeline, ensure compliance, and partner with Private Bankers and Financial Advisors to grow mortgage originations within Wealth Management.

The position requires 4–8 years in mortgage, leadership experience, and deep knowledge of underwriting guidelines.