Mortgage Consultant

Morgan Stanley

Dallas, TX, USA
Client experience excellence
Jumbo mortgages and complex income
Engaging with affluent clients and advisors
As a Mortgage Consultant, you will use your in-depth industry knowledge and experience to provide an excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle

Job Summary

  • As a Mortgage Consultant, you will use your in-depth industry knowledge and experience to provide an excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.
  • The MC will form deep working relationships with Financial Advisors and Personal Bankers, assist in providing expert advice and problem-solving skills to help meet client mortgage needs.
  • Morgan Stanley's success rests on the talents and passion of our people, who share a common set of values and bring excellence and integrity to everything they do.

Matching Summary

As a Mortgage Consultant, you will use your in-depth industry knowledge and experience to provide an excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.

Skills & Requirements

Must-have

  • Client experience excellence
  • Jumbo mortgages and complex income
  • Engaging with affluent clients and advisors
  • Mortgage origination cycle expertise
  • Compliance regulations knowledge

Nice-to-have

  • High energy and ownership
  • Collaborative and proactive approach
  • Wealth Management/Private Banking experience

Key Requirements

  • 4-8 years of relevant mortgage experience
  • Client relationship management experience
  • Loan origination experience
  • High school diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter