Senior Mortgage Banker - Private Wealth & UHNW Lending

625 Morgan Stanley Private Bank,NA; Coppell (TX); Vor Ort; USD 105.000 - 165.000; Vollzeit

Zusammenfassung

Morgan Stanley Private Bank, National Association seeks a Mortgage Banker to support Financial Advisors and clients through the mortgage origination process, focusing on jumbo loans and complex income/assets. The role emphasizes client service, collaboration with underwriting, and a proactive, energetic approach.

The position may be based in a Wealth Management Branch Office, Dallas TX, Tempe AZ, Purchase NY, or New York. Extensive experience and NMLS eligibility are required.

Qualifikationen

• 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.

Aufgaben

• Serve as the primary point of contact for client interactions and internal/external partners.
• Provide consultation on credit risk for high-net-worth clients and mortgage products.
• Analyze client finances to tailor mortgage solutions and meet client needs.
• Coordinate with underwriting and credit risk to ensure timely closings and conditions.
• Escalate loan issues and provide alternative solutions when necessary.
• Supervise and train Associates Mortgage Bankers; manage a complex loan pipeline.

Kenntnisse

Mortgage lending

Client relationships

Communication skills

Team leadership

Regulatory compliance

Ausbildung

High school diploma or equivalent

Tools

MS Office

Underwriting systems

Jobbeschreibung

Morgan Stanley Private Bank, National Association seeks a Mortgage Banker to support Financial Advisors and clients through the mortgage origination process, focusing on jumbo loans and complex income/assets. The role emphasizes client service, collaboration with underwriting, and a proactive, energetic approach.

The position may be based in a Wealth Management Branch Office, Dallas TX, Tempe AZ, Purchase NY, or New York. Extensive experience and NMLS eligibility are required.