Mortgage Consultant

Overview

Morgan Stanley has earned a worldwide reputation for the excellence of its advice and execution in financial markets. With offices in more than 41 countries, the firm is truly global—and a market leader in the U.S., Europe and Asia as well as in emerging markets. Morgan Stanley's success rests on the talents and passion of our people, who share a common set of values and bring excellence and integrity to everything they do.

MSBPNA is seeking to hire candidates for the position of Mortgage Consultant for the Morgan Stanley Home Loans team. As a Mortgage Consultant (MC), you will use your in-depth industry knowledge and experience to provide an excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.

The ideal candidate will be a subject matter expert in jumbo mortgages, complex income and assets and have a high degree of comfort engaging with affluent clients and their advisors. An individual that exhibits high energy, takes ownership, and demonstrates a collaborative pro-active approach is critical for this role.

Position can be based : (a) in our Dallas, TX office or (b) Tempe, AZ office.

Responsibilities

• The MC will form deep working relationships with Financial Advisors and Personal Bankers. Assist in providing expert advice and problem-solving skills to help meet client mortgage needs.
• Ability to work as part of team assigned to a Complex / Branch level coverage and grow the market share through business referrals.
• Provide the best rate execution and proper product selection for the clients.
• Act as the "face" of the business by owning the client experience up to and including loan registration. This includes following up on potential client referrals and helping the client complete a high-quality, accurate and compliant mortgage application.
• Work directly with Private Bankers (Field Sales) to help reach complex / branch growth targets.
• Maintain and follow up on a pipeline of client referrals.
• Analyze financial information to assess whether clients and the property may qualify for a lending solution and identify best mortgage options.
• Participate in business partner events and office activities promoting the Home Loan team.
• Partner with Mortgage Specialist Team to ensure seamless transfer of the loan application after intent to proceed is received.
• Manage multiple responsibilities including inbound / outbound queue management, call campaigns, bank initiatives, and intense client follow-up.
• Knowledge of consumer lending laws and regulations, including fair lending, privacy, RESPA, and TRID.
• Obtain documents to satisfy underwriting conditions and negotiate pricing as necessary.
• Provide feedback on client experience enhancements and process efficiencies.
• Complete all assigned training in a timely manner.

Qualifications

Skills / Abilities

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, backed by diverse backgrounds and experiences. We offer attractive and comprehensive employee benefits and opportunities to move within the business for those who show passion and grit.

To learn more about our offices across the globe, please copy and paste https : / / www.morganstanley.com / about-us / global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

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