Mortgage Consultant Supervisor

Morgan Stanley UK

Multiple Locations
Mortgage pricing and application taking
Daily performance and productivity management
Operational inefficiency identification
Manage a regional team of Mortgage Consultants responsible for providing mortgage pricing and taking applications from prospective borrowers

Job Summary

  • Manage a regional team of Mortgage Consultants responsible for providing mortgage pricing and taking applications from prospective borrowers.
  • Ensure compliance with all policies and regulations, and partner with Complex Directors and Branch Managers to drive business.
  • Participate in initiatives to improve the client, Financial Advisor, and Private Banker experience, and support the onboarding of new employees.

Matching Summary

Manage a regional team of Mortgage Consultants responsible for providing mortgage pricing and taking applications from prospective borrowers.

Skills & Requirements

Must-have

  • Mortgage pricing and application taking
  • Daily performance and productivity management
  • Operational inefficiency identification
  • Lead management for loan referrals
  • Compliance with policies and regulations
  • Client, FA, and PB experience improvement

Nice-to-have

  • High Net Worth relationship development
  • Collaboration with Complex Directors
  • Talent planning and field partnership
  • Creative thinking and relentless collaboration

Key Requirements

  • 4-8 years mortgage experience
  • 1-2 years leadership experience
  • Call center operations knowledge
  • Mortgage products and credit guidelines knowledge
  • Organizational and multi-tasking skills
  • Credit/underwriting guidelines expertise
  • High Net Worth relationship experience
  • Consumer lending laws and regulations knowledge
  • FDIC-insured institution employment eligibility
  • NMLS registration eligibility

Work Rights

Not specified

Tailored Resume

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