As a Mortgage Specialist, you will use your in-depth industry knowledge and experience to provide excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle
Job Summary
As a Mortgage Specialist, you will use your in-depth industry knowledge and experience to provide excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.
Serve as primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Matching Summary
As a Mortgage Specialist, you will use your in-depth industry knowledge and experience to provide excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.
Skills & Requirements
Must-have
Mortgage loan origination cycle
Jumbo mortgages, complex income and assets
Client and partner communication
Loan processing document validation
Credit risk assessment
Mortgage products and client service
Nice-to-have
High energy, ownership, collaborative approach
Engaging with affluent clients
Client experience enhancements
Process efficiencies
Key Requirements
High school diploma or equivalent
Eligible for FDIC-insured institution employment
NMLS registration as mortgage loan originator
Proven track record of meeting loan production goals