UHNW Senior Mortgage Consultant

PowerToFly; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

PowerToFly is looking for a Senior Mortgage Consultant based in Dallas, TX, or Tempe, AZ. In this role, you will provide excellent service to Financial Advisors and affluent clients throughout the mortgage origination process. You'll work closely with a team to deliver tailored mortgage solutions and build strong client relationships.

Qualified candidates will have 4-8 years of relevant experience, a high school diploma, and a deep understanding of mortgage products and compliance. Strong interpersonal skills are essential.

Qualifications

• 4-8 years of private wealth experience preferred in Sales and/or Operations.
• Established track record of client relationship management.
• Eligibility to register as a mortgage loan originator.

Responsibilities

• Form deep relationships with Financial Advisors and assist in mortgage needs.
• Ensure quality and compliance in mortgage applications.
• Analyze client financial information to suggest lending solutions.

Skills

Mortgage products knowledge

Client relationship management

Communication skills

Compliance knowledge

Time management

MS Office proficiency

Education

High school diploma or equivalent

Job description

Senior Mortgage Consultant

Senior Mortgage Consultant (Sr. MC) will provide excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle. The ideal candidate is a subject matter expert in jumbo mortgages, complex income and assets and has high comfort engaging with affluent clients and their advisors. They exhibit high energy, take ownership, and demonstrate a collaborative pro‑active approach.

Position can be based in our Dallas, TX office or Tempe, AZ office.

Responsibilities

• The Sr. MC will form deep working relationships with Financial Advisors and Personal Bankers and assist in providing expert advice and problem‑solving skills to help meet client mortgage needs.
• Work as part of a team assigned to Complex/Branch level coverage and grow the market share through business referrals.
• Provide the best rate execution and proper product selection for clients.
• Act as the “face” of the business by owning the client experience up to and including loan registration. This is achieved by following up on potential client referrals and working with clients to complete a high quality, accurate and compliant mortgage application.
• Work directly with Private Bankers (Field Sales) to help reach each complex/branch growth target.
• Maintain and follow up on a pipeline of client referrals.
• Analyze financial information to make an initial assessment regarding whether clients and the property may qualify for a particular lending solution and find the best option to meet the clients’ needs.
• Participate in business partner events and office activities which promote our internal Home Loan team.
• Partner with Mortgage Specialist Team to ensure seamless transfer of the loan application in a timely manner once intent to proceed has been received.
• Manage inbound/outbound queue, multiple call campaigns, and various bank initiatives with intense client follow‑up.
• Be knowledgeable of laws and regulations governing consumer lending, including fair lending, privacy, RESPA, and TRID.
• Obtain documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary.
• Provide perspective and feedback relative to client experience enhancements and process efficiencies.

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.

Skills / Abilities

• Extensive knowledge of mortgage products and client service experience.
• In‑depth knowledge of compliance regulations and laws governing consumer mortgage lending, including fair lending, privacy, RESPA, and TRID.
• Strong communication skills, both written and verbal, and interpersonal skills.
• Self‑starter with a strong sense of ownership; ability to manage time, prioritize and plan accordingly.
• Proficient in a variety of systems for accurate reporting and tracking, including MS Office (Word, Excel, Outlook, PowerPoint).
• Achieves high levels of client and financial advisor satisfaction.
• Proactively manages loan escalations as needed to ensure timely resolution while providing an enhanced client experience.
• Effectively manages a pipeline that includes client and/or employee loan transactions.

EEO Statement

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.