Base: $150,000 to $250,000 py; bonus/equity: commi...
15+ years wealth management mortgage lending experience
10+ years direct people management
Jumbo mortgages and complex income asset expertise
The role involves leading a team of Mortgage Bankers to support Financial Advisors and clients throughout the mortgage origination process
Job Summary
The role involves leading a team of Mortgage Bankers to support Financial Advisors and clients throughout the mortgage origination process.
Candidates must possess extensive knowledge of jumbo mortgages, complex income scenarios, and compliance regulations like RESPA and TRID.
Morgan Stanley offers a comprehensive compensation package including base pay between $150,000 and $250,000 plus potential commission and bonuses.
Matching Summary
The role involves leading a team of Mortgage Bankers to support Financial Advisors and clients throughout the mortgage origination process.
Salary
Base: $150,000 to $250,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses included; Benefits: Comprehensive employee benefits and perks in the industry
Skills & Requirements
Must-have
15+ years wealth management mortgage lending experience
10+ years direct people management
Jumbo mortgages and complex income asset expertise
NMLS registration as mortgage loan originator
High-touch service for affluent clients
Nice-to-have
Strong verbal and written communication skills
Proactive collaborative approach to problem solving
Ability to manage time and prioritize effectively
Experience with ultra-high net worth transactions
Key Requirements
15+ years Wealth Management/Private Bank mortgage lending experience