VP, Mortgage Pricing & Analytics – Data-Driven Growth

625 Morgan Stanley Private Bank,NA; Coppell (TX); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley Private Bank | Home Loans seeks a Vice President in Portfolio & Production Analytics to drive mortgage analytics, portfolio insights, and profitability. You will oversee data, modeling, dashboards, and regulatory reporting while partnering with Finance, Risk and Technology to enable strategic decisions.

The role emphasizes AI-enabled workflows, scalable analytics, and cross-functional leadership across Pricing, Sales, Finance, Treasury, Risk, Product, and Technology.

Qualifications

• 7+ years of experience in mortgage banking, financial services, portfolio analytics, business analytics, or related quantitative roles.

Responsibilities

• Drive portfolio and production analytics across mortgage originations, pipeline performance, portfolio composition, client behavior, and profitability.
• Deliver actionable business insights by identifying key trends, performance drivers, emerging risks, and opportunities to improve business outcomes.
• Support CCAR and regulatory reporting, including portfolio data analysis, stress-testing inputs, forecasting, data validation, and coordination with Finance, Risk, and regulatory reporting teams.
• Develop and enhance analytical capabilities, including financial models, forecasting tools, dashboards, and management reporting to support strategic, operational, and regulatory requirements.

Skills

Mortgage analytics

Portfolio analytics

Regulatory reporting

Financial modeling

Excel

SQL

Python

Tableau

Power BI

AI & automation

Stakeholder management

Education

Bachelor's degree in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science

Tools

Excel

SQL

Python

Tableau

Power BI

Job description

Morgan Stanley Private Bank | Home Loans seeks a Vice President in Portfolio & Production Analytics to drive mortgage analytics, portfolio insights, and profitability. You will oversee data, modeling, dashboards, and regulatory reporting while partnering with Finance, Risk and Technology to enable strategic decisions.

The role emphasizes AI-enabled workflows, scalable analytics, and cross-functional leadership across Pricing, Sales, Finance, Treasury, Risk, Product, and Technology.