Mortgage Specialist at Morgan Stanley

Tempe, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Feb, 26

Salary

0.0

Posted On

21 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mortgage Products, Client Service, Credit Risk Analysis, Communication Skills, Interpersonal Skills, Time Management, Process Efficiency, Pipeline Management, Compliance Knowledge, Problem Solving, Relationship Management, Loan Production, Reporting, Team Collaboration, Attention to Detail, Self-Starter

Industry

Financial Services

Description

Manage and oversee the pipeline to ensure all loans are progressing in accordance with established expectations Coordinate with various processing, underwriting, credit risk and other internal/external business partners to complete fulfillment and ensure timely closings Provide comprehensive reviews and recommend solutions/options regarding credit risk of high-net-worth clients (i.e., complex income, asset, and vesting scenarios) Provide perspective and feedback relative to client experience enhancements and process efficiencies Established track record of developing and maintaining Client relationships Proven track record of meeting individual and organizational loan production goals while maintaining 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 Extensive knowledge of mortgage products and client service experience In depth knowledge of the compliance regulations and laws that govern consumer mortgage lending, including fair lending, privacy, RESPA, and TRID Strong communication skills, both written and verbal, and interpersonal skills required Self-starter with a strong sense of ownership; ability to manage time, prioritize and plan accordingly Proficient in the use of a variety of systems for accurate reporting and tracking; including MS Office (Word, EXCEL, Outlook, PowerPoint) Achieve high levels of Client and Financial Advisor satisfaction Proactively manage loan escalations as needed to ensure a timely resolution while providing an enhanced client experience Effectively manage a complex pipeline that includes Core, Complex (>$2M), and Unique (Entity) transactions as well as Employee, UHNW and PWM Channel Loans. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

Manage and oversee the loan pipeline to ensure timely closings and coordinate with various partners. Provide comprehensive reviews and recommend solutions regarding credit risk for high-net-worth clients.