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. Ensure compliance with all policies and regulations. 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. 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. 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. 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. 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.
