Morgan Stanley Private Bank, National Association (“MSPBNA”), as part of Wealth Management, offers banking and credit products and services, including securities-based lending, mortgage loans and home equity lines of credit primarily to Morgan Stanley Wealth Management’s high net worth clients
Job Summary
Morgan Stanley Private Bank, National Association (“MSPBNA”), as part of Wealth Management, offers banking and credit products and services, including securities-based lending, mortgage loans and home equity lines of credit primarily to Morgan Stanley Wealth Management’s high net worth clients.
The individual will report to a Regional Mortgage Consultant Manager and will be responsible for the daily performance and productivity of direct reports.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
Matching Summary
Morgan Stanley Private Bank, National Association (“MSPBNA”), as part of Wealth Management, offers banking and credit products and services, including securities-based lending, mortgage loans and home equity lines of credit primarily to Morgan Stanley Wealth Management’s high net worth clients.
Skills & Requirements
Must-have
Mortgage pricing and application taking
Daily performance and productivity management
Operational inefficiency identification
Workload and scheduling balance
Lead management oversight
Compliance with policies and regulations
High Net Worth relationship development
Nice-to-have
Client, FA, and PB experience improvement
Fulfillment operations design and development
Talent planning and field partnership
Key Requirements
4-8 years of mortgage experience
1-2 years leadership experience
Strong understanding of call center operations
Deep knowledge of mortgage products
Expert level knowledge of credit/underwriting guidelines
Extensive knowledge of consumer lending laws and regulations
Eligible for employment with an FDIC-insured institution