Mortgage Consultant Supervisor

Morgan Stanley•Dallas, TX

fulltime

Finance and Sales

4+ years

About the role

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement, and trust services.

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.

MSPBNA Home Loans is seeking an experienced mortgage lending professional for the position of Mortgage Consultant Supervisor. The individual will report to a Regional Mortgage Consultant Manager.

Responsibilities

Manage a regional team of Mortgage Consultants who will be working with prospective borrowers to provide mortgage pricing and take applications.
Responsible for daily performance and productivity of direct reports.
Identify operational inefficiencies that arise as part of the team dynamic and suggest process improvements.
Balance workload and scheduling for direct reports.
Act as the escalation point for issues involving Private Bankers and Financial Advisors.
Oversee lead management for pipeline of new loan referrals.
Ensure compliance with all policies and regulations.
Partner with Complex Directors and Branch Managers within the region to build relationships and drive business to the region.
Assist Regional Manager with onboarding new employees, schedule oversight and escalations.
Support Regional Manager, as needed, when out of office.
Participate in leadership coverage routines, including but not limited to, scheduling oversight, regional strategy discussions, production goals, talent planning and field partnership/relationship building.
Work as part of a regional team to support mortgage loans from Wealth Management complexes/branches.
Assist in the design and development of fulfillment operations, documenting procedures, testing, training, and recruitment efforts.
Participate in initiatives to improve the client, Financial Advisor and Private Banker experience.

Required Qualifications, Capabilities, And Skills

4-8 years of mortgage experience (Operations and/or Sales).
1-2 years leadership experience
Strong understanding and knowledge of call center operations and best practices.
Deep knowledge of mortgage products and non-conforming credit guidelines.
Outstanding organizational skills and ability to multi-task; balancing communications, scheduling oversight, and client escalations.
Expert level knowledge of credit/underwriting guidelines and providing comprehensive reviews and recommendations regarding credit risk and loan scenarios. Including the ability to recognize, document and submit detailed information on complex conditional pre-approval scenarios to a Regional Underwriting Manager, when applicable.
Established track record of developing and maintaining High Net Worth relationships in a Sales or Operational setting.
Strong communication and interpersonal skills.
Extensive knowledge of the laws and regulation that govern consumer lending, including fair lending, privacy, RESPA, and TRID.
Eligible for employment with an FDIC-insured institution and able to register with the Nationwide Mortgage Licensing System & Registry (“NMLS”) as a mortgage loan originator.

What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

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

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