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Morgan Stanley · 22 hours ago

Mortgage Specialist

Tempe, AZ

Full-time

Onsite

Entry, Mid Level

2+ years exp

Morgan Stanley has earned a worldwide reputation for the excellence of its advice and execution in financial markets. The Mortgage Specialist will provide excellent client experience to Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Serve as primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers

Embrace the Morgan Stanley core value of “Putting Clients First” by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process

Act as the initial escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate

Manage and oversee the pipeline to ensure all loans are progressing in accordance with established expectations

Request, review, and validate all loan processing documents such as income, credit, appraisal, insurance and title

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)

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

Qualification

Jumbo mortgagesClient relationship managementMortgage compliance regulationsClient service experienceLoan production goalsProficient in MS OfficePipeline managementCommunication skillsSelf-starter

Required

Requires 2 years in Morgan Stanley Associate Mortgage Specialist role

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