Vice President Regional Mortgage Consultant Manager - Morgan Stanley

Dallas, TX

About the Job

Vice President Regional Mortgage Consultant Manager

Job Number:

3251258

Posting Date

: Apr 26, 2024

Primary Location

: Americas-United States of America-Texas-Dallas

Education Level: Bachelor's Degree

Job

: Wealth Management

Employment Type: Full Time

Job Level: Vice President

Description

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”) 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 is seeking a high potential candidate for the position of Mortgage Consultant Manager, reporting to the Head of Mortgage Consultants.

Note: This role is a Hybrid schedule requiring 3 days in office

Responsibilities:

• Manage daily performance and productivity of regional team of Mortgage Consultants
• Assist in recruitment, hiring and training of new Mortgage Consultants.
• Identify operational inefficiencies that arise as part of the team dynamic and suggest process improvements.
• Balance team workload and scheduling.
• Function as the escalation point for issues involving Private Bankers and Financial Advisors.
• Oversee lead management for pipeline of new loan referrals.
• Conduct call monitoring to ensure compliance with all applicable rules and regulations and overall quality of the application.
• Ensure compliance with all policies and regulations.
• Recognize and reward top performers.
• Conduct one on one performance reviews, initiate development plans.
• Develop and test procedures impacting the application process and sales interactions.

Qualifications

Required qualifications, capabilities, and skills:

• Candidate must be 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.

• Deep knowledge of mortgage products and extensive client service experience.

• Minimum of 5 years’ experience preferred.

• Strong communication and interpersonal skills.

• Focus on quality.

• Ability to manage time, prioritize and plan accordingly.

• Ability to partner with Private Banking Group National Sales to achieve goals and build partnerships with MSPBNA and Wealth Management Advisors.

• Minimum 5 years management experience preferred.

• Periodic travel may be required.

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).

Source : Morgan Stanley