Serve as the primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers
Job Summary
Serve as the primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers.
Manage and oversee the pipeline to ensure all loans are progressing in accordance with established expectations.
Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, with ample opportunity to move about the business for those who show passion and grit.
Matching Summary
Serve as the primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers.
Skills & Requirements
Must-have
Jumbo mortgages
Complex income and assets
Client relationship management
Mortgage loan origination
Compliance regulations knowledge
Nice-to-have
High energy
Collaborative approach
Pro-active approach
Client experience enhancements
Process efficiencies
Key Requirements
High school diploma or equivalent
Eligible for employment with an FDIC-insured institution
Able to register with NMLS as a mortgage loan originator
Proven track record of meeting loan production goals