Senior Mortgage Specialist

Morgan Stanley

Dallas, TX, US
Not specified; not specified; comprehensive employ...
Fully remote
In-depth knowledge of jumbo mortgages
Experience with complex income and assets
Ability to engage affluent clients
The Senior Mortgage Specialist serves as the primary point of contact for Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle

Job Summary

  • The Senior Mortgage Specialist serves as the primary point of contact for Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.
  • Candidates must demonstrate extensive knowledge of mortgage products and compliance regulations including fair lending, privacy, RESPA, and TRID.
  • Morgan Stanley offers a supportive environment with comprehensive employee benefits and opportunities to work alongside top talent in a global firm.

Matching Summary

The Senior Mortgage Specialist serves as the primary point of contact for Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.

Salary

Not specified; Not specified; Comprehensive employee benefits and perks mentioned

Skills & Requirements

Must-have

  • In-depth knowledge of jumbo mortgages
  • Experience with complex income and assets
  • Ability to engage affluent clients
  • Knowledge of RESPA and TRID regulations
  • Proficiency in MS Office systems

Nice-to-have

  • Wealth Management or Private Banking experience
  • High energy and proactive approach
  • Strong collaborative spirit
  • Track record of client relationship development

Key Requirements

  • 2+ years in Morgan Stanley Mortgage Specialist role OR 6+ years mortgage lending experience
  • Eligible for employment with an FDIC-insured institution
  • Able to register with NMLS as a mortgage loan originator
  • High school diploma or equivalent required

Work Rights

Must be eligible for employment with an FDIC-insured institution

Tailored Resume

Cover Letter