UHNW Private Mortgage Consultant (Jumbo)

Morgan Stanley; Tempe (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a Senior Mortgage Consultant to serve affluent clients and Financial Advisors across the home loan origination cycle. You will leverage deep knowledge of jumbo mortgages, complex income/assets, and strong regulatory expertise to deliver an exceptional client experience in a fast-paced wealth management environment.

Position can be based in Dallas, TX or Tempe, AZ, offering opportunities to work with Private Bankers and cross-functional teams while driving growth and

Qualifications

• 4-8 years of relevant private wealth experience (Sales and/or Operations preferred).
• Experience in Client relationship management roles.
• Established track record of developing and maintaining Client relationships in a Sales or Operational setting.
• Proven track record of meeting individual and organizational production goals while managing ongoing communication with a large client base.
• 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.

Responsibilities

• Form deep working relationships with Financial Advisors and Personal Bankers to provide expert advice and problem-solving for mortgage needs.
• Grows market share through teamwork and referrals.
• Provide best rate execution and proper product selection for clients.
• Own client experience up to loan registration and ensure accurate and compliant mortgage applications.
• Collaborate with Private Bankers to reach growth targets at complex/branch level.
• Maintain and follow up on a pipeline of client referrals.
• Analyze financial information to assess credit qualification for lending solutions.
• Participate in events to promote Home Loan services.
• Partner with Mortgage Specialist Team to ensure smooth handoffs of applications.
• Handle inbound/outbound queue management, campaigns, and client follow-ups.
• Knowledge of consumer lending laws including RESPA and TRID.

Skills

Mortgage products

Client service

Regulatory knowledge

Communication skills

MS Office

Education

High school diploma

NMLS license eligible

Job description

Morgan Stanley is seeking a Senior Mortgage Consultant to serve affluent clients and Financial Advisors across the home loan origination cycle. You will leverage deep knowledge of jumbo mortgages, complex income/assets, and strong regulatory expertise to deliver an exceptional client experience in a fast-paced wealth management environment.

Position can be based in Dallas, TX or Tempe, AZ, offering opportunities to work with Private Bankers and cross-functional teams while driving growth and