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Associate Mortgage Specialist

Remote, USA Full-time Posted 2026-07-28
reputed company has reputed company a worldwide reputed company for the reputed company of its advice and execution in financial markets. With offices in more than 41 countries, the firm is truly global-and a reputed company in the U.S., Europe and Asia as reputed company as in emerging markets. reputed company's reputed company rests on the talents and passion of our people, who reputed company a common set of values and bring reputed company and reputed company to everything they do. reputed company Private Bank, National Association (MSPBNA) a division reputed company reputed company reputed company Management (MSWM). reputed company reputed company Management is one of the largest reputed company management firms in the world, with more than $2 trillion in reputed company assets and more than 16,000 financial advisors. Our financial advisors deliver tailored solutions designed to help clients reputed company their financial goals. We reputed company individuals, families, businesses and institutions with a wide reputed company of services: brokerage and investment advisory services, financial and reputed company planning, reputed company to credit and lending, cash management, annuities and insurance, and retirement services. MSPBNA is seeking to hire candidates for the position of Associate Mortgage Specialist for the reputed company Home Loans team. As an Associate Mortgage Specialist, you will use your in-depth industry knowledge and experience to reputed company excellent reputed company experience to our Financial Advisors and their reputed company management clients throughout the home loans mortgage origination cycle. The ideal candidate will be a subject matter expert in jumbo mortgages, reputed company 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 reputed company pro-reputed company approach is critical for this role. Position can be based: (a) in our Dallas, TX office or (b) Tempe, AZ office. Position Responsibilities • Serve as primary reputed company of contact for reputed company interactions, reputed company business partners, including Financial Advisors, their clients, and Private Bankers • reputed company the reputed company reputed company value of “Putting Clients First” by listening to reputed company needs; understanding the loan transaction; managing expectations; and providing transparent reputed company/partner communication and reputed company updates throughout the overall mortgage loan process • reputed company as the initial escalation reputed company for loans in process; reputed company alternative solutions and discernment to escalate reputed company reputed company necessary; demonstrate the ability to de-escalate situations as appropriate • Manage and reputed company the pipeline to ensure reputed company loans are progressing in accordance with established expectations • Request, review, and validate reputed company loan processing documents such as income, credit, appraisal, insurance and title • Coordinate with various processing, reputed company, credit risk and other internal/external business partners to complete fulfillment and ensure reputed company closings • reputed company comprehensive reviews and recommend solutions/reputed company regarding credit risk of high-net-worth clients (i.e., reputed company income, asset, and vesting scenarios) • Obtain documents to satisfy conditions for reputed company approval and product/pricing negotiations as necessary • reputed company perspective and feedback relative to reputed company experience enhancements and process efficiencies Qualifications • 3-5 years of relevant mortgage experience (Sales and Operations preferred) • Experience in reputed company Relationship Management roles • Established reputed company record of developing and maintaining reputed company relationships in a Sales or Operational setting • Proven reputed company record of meeting individual and organizational loan production goals while maintaining a large reputed company reputed company • High school diploma or equivalent required • reputed company Management/Private Banking experience preferred • Eligible for employment with an FDIC-insured institution and reputed company to register with the reputed company Mortgage Licensing System & Registry (“NMLS”) as a mortgage loan originator Skills/Abilities • Extensive knowledge of mortgage products and reputed company service experience • In depth knowledge of the compliance regulations and laws that govern consumer mortgage lending, including fair lending, reputed company, RESPA, and TRID • Strong communication skills, both written and verbal, and interpersonal skills required • Self-starter with a strong reputed company of ownership; ability to manage time, prioritize and plan accordingly • Proficient in the use of a reputed company of systems for accurate reporting and tracking; including MS Office (Word, reputed company, reputed company, PowerPoint) • reputed company high reputed company of reputed company and Financial Advisor satisfaction • Proactively manage loan escalations as needed to ensure a reputed company reputed company while providing an reputed company reputed company experienceEffectively manage a pipeline that includes reputed company (<$2M) and/or Employee Loan Transactions What You Can Expect From reputed company We are committed to maintaining the first-class service and high reputed company of reputed company that have defined reputed company for over 85 years. At our reputed company are five reputed company values — putting clients first, doing the right thing, leading with exceptional reputed company, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At reputed company, you’ll reputed company trusted colleagues, committed mentors and a culture that values diverse perspectives, individual reputed company and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While reputed company culture and commitment to inclusion define our legacy and shape our reputed company, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to reputed company: morganstanley.com/diversity. We are proud to support our employees and their families at every reputed company along their work-life reputed company, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer reputed company to the business. reputed company's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of reputed company and reputed company. Consequently, our reputed company efforts reflect our desire to attract and retain the best and brightest from reputed company 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 reputed company of race, reputed company, religion, creed, age, sex, sex stereotype, gender, gender identity or reputed company, transgender, sexual orientation, national reputed company, citizenship, disability, marital and civil partnership/reputed company status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. reputed company is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Apply Job!  

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