Senior Mortgage Banker – Jumbo & UHNW Lending

Morgan Stanley; Dallas (TX); Presencial; USD 85 000 - 190 000; Tempo integral

Resumo da oferta

Morgan Stanley is seeking a Mortgage Banker AVP/VP to support Financial Advisors and clients through the mortgage origination process. The role focuses on jumbo mortgages and complex income/assets, engaging with affluent clients and their advisors to deliver tailored mortgage solutions from application to closing.

The position can be based in a Wealth Management Branch Office or in Dallas, TX; Tempe, AZ; Purchase, NY, with a strong emphasis on ownership, collaboration, and a proactive approach

Qualificações

• Requires 10+ years of Wealth Management/Private Bank mortgage lending experience.
• Currently holding position of Vice President (or equivalent) or higher.
• High school diploma or equivalent required.
• Eligible for employment with an FDIC-insured institution and able to register with the Nationwide Mortgage Licensing System & Registry (NMLS) as a mortgage loan originator.

Responsabilidades

• Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients and the appropriate/available products to meet their needs.
• Analyze client finances to provide tailored advice on loan products and other financial solutions.
• Coordinate with underwriting and credit risk to ensure timely closings.
• Obtain and analyze loan documents to satisfy underwriting conditions and pricing negotiations.

Conhecimentos

Client relationships

Loan production goals

Mortgage products knowledge

Compliance knowledge

Communication skills

Ownership

Time management

MS Office proficiency

Client & FA satisfaction

Formação académica

High school diploma

Ferramentas

MS Office

Descrição da oferta de emprego

Morgan Stanley is seeking a Mortgage Banker AVP/VP to support Financial Advisors and clients through the mortgage origination process. The role focuses on jumbo mortgages and complex income/assets, engaging with affluent clients and their advisors to deliver tailored mortgage solutions from application to closing.

The position can be based in a Wealth Management Branch Office or in Dallas, TX; Tempe, AZ; Purchase, NY, with a strong emphasis on ownership, collaboration, and a proactive approach