Mortgage Consultant

Morgan Stanley

Dallas, TX, United States
Mortgage origination cycle expertise
Client experience excellence
Jumbo mortgages and complex income
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.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

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

  • Mortgage origination cycle expertise
  • Client experience excellence
  • Jumbo mortgages and complex income
  • Engaging with affluent clients
  • Inbound/outbound queue management
  • Consumer lending regulations knowledge

Nice-to-have

  • High energy and ownership
  • Collaborative and proactive approach
  • Internal Home Loan team promotion
  • Client and advisor satisfaction

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter