Senior Mortgage Banker for UHNW Clients | VP/AVP

Morgan Stanley; Tempe (AZ); On-site; USD 85,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Mortgage Banker for the Home Loans team. The role supports Financial Advisors and clients through the mortgage origination process, acting as a single point of contact to deliver jumbo loan solutions and ensure a smooth closing.

Ideal candidates have 10+ years in wealth management mortgage lending, current VP or higher, and NMLS registration eligibility. Position can be based in Tempe, AZ, or other offices including New York and Dallas.

Qualifications

• 10+ years of Wealth Management/Private Bank mortgage lending experience.
• Current VP or higher title or equivalent.
• Eligible for employment with an FDIC-insured institution and able to register with NMLS as a mortgage loan originator.

Responsibilities

• Serve as primary point of contact for client interactions and partners to deliver tailored mortgage solutions.
• Analyze client finances to advise on loan products and pricing.
• Coordinate with underwriting and credit risk to ensure timely closings.
• Manage complex mortgage pipeline including UHNW and Private Wealth transactions.

Skills

Client relationships

Loan production goals

Mortgage products knowledge

Regulatory compliance (RESPA/TRID)

Strong communication

Ownership and initiative

Education

High school diploma or equivalent

Tools

MS Office

Job description

Morgan Stanley is seeking a Mortgage Banker for the Home Loans team. The role supports Financial Advisors and clients through the mortgage origination process, acting as a single point of contact to deliver jumbo loan solutions and ensure a smooth closing.

Ideal candidates have 10+ years in wealth management mortgage lending, current VP or higher, and NMLS registration eligibility. Position can be based in Tempe, AZ, or other offices including New York and Dallas.