The role 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 role serves as the primary point of contact for Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.
Candidates must possess in-depth industry knowledge specifically regarding jumbo mortgages, complex income structures, and asset scenarios.
Morgan Stanley offers a global environment with comprehensive employee benefits and opportunities for career movement across its 1,200 offices.
Matching Summary
The role serves as the primary point of contact for Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.
Skills & Requirements
Must-have
Extensive knowledge of mortgage products
In-depth compliance regulations RESPA TRID
Experience with complex income asset scenarios
Ability to manage large client pipeline
Nice-to-have
High energy and proactive collaborative approach
Strong interpersonal skills with affluent clients
Proven track record of meeting production goals
Key Requirements
Eligible for NMLS registration as mortgage loan originator
High school diploma or equivalent required
Track record of developing client relationships
Eligible for employment with FDIC-insured institution
Work Rights
Must be eligible for employment with an FDIC-insured institution