Mortgage Consultant, Supevisor

Morgan Stanley

Manage mortgage consultant team
Oversee loan pipeline and referrals
Ensure regulatory compliance
Manage a regional team of Mortgage Consultants responsible for providing mortgage pricing and taking applications

Job Summary

  • Manage a regional team of Mortgage Consultants responsible for providing mortgage pricing and taking applications.
  • Act as the escalation point for issues involving Private Bankers and Financial Advisors and oversee lead management for new loan referrals.
  • Participate in leadership coverage routines, including regional strategy discussions, production goals, and talent planning.

Matching Summary

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

Skills & Requirements

Must-have

  • Manage mortgage consultant team
  • Oversee loan pipeline and referrals
  • Ensure regulatory compliance
  • Develop high net worth relationships
  • Mortgage products and credit guidelines

Nice-to-have

  • Collaborative team environment
  • Client and advisor experience improvement
  • Continuous process improvement

Key Requirements

  • 4-8 years of mortgage experience
  • 1-2 years leadership experience
  • Strong understanding of call center operations
  • Expert knowledge of credit/underwriting guidelines
  • Eligible for NMLS registration

Work Rights

Not specified

Tailored Resume

Cover Letter