Demonstrates extensive expertise in Wealth Management and Private Banking mortgage lending, with a strong focus on client relationship management and compliance with mortgage lending regulations. Proven ability to lead teams, manage complex mortgage transactions, and achieve high levels of client satisfaction.

Highest-signal resume keywords

Wealth Management Mortgage Lending ExperienceClient Relationship DevelopmentMortgage Compliance KnowledgeTeam Leadership and TrainingLoan Production Goal Achievement

About the role

Key responsibilities & impact

Serve as the primary point of contact and subject matter expert for clients, Financial Advisors, Private Bankers, and internal and external business partners
Advise on credit risk for high-net-worth clients and appropriate mortgage products and pricing
Analyze client finances and provide tailored advice on loan products and financial solutions
Manage client, Financial Advisor, and Private Banker expectations and communication
Coordinate with and oversee underwriting, credit risk, and other business partners to ensure timely closings
Obtain, analyze, and validate loan processing documents, including income, asset, credit, appraisal, insurance, and title documents
Make conditional pre-approval decisions within policy frameworks
Serve as the primary escalation point for loans in process and provide alternative solutions
Manage inbound and outbound queues, call campaigns, bank initiatives, and client follow-up
Manage a complex pipeline of Ultra High Net Worth and Private Wealth Management mortgage transactions
Supervise Associate Mortgage Bankers and recommend advancement, compensation, or performance management actions
Train and guide Associate Mortgage Bankers, partners, and peers
Ensure compliance with banking regulations and company policies

Requirements

What you’ll need

10+ years of Wealth Management/Private Bank mortgage lending experience
Currently holding position of Vice President (or equivalent) or higher
High school diploma or equivalent required
Eligible for employment with an FDIC-insured institution
Able to register with the Nationwide Mortgage Licensing System & Registry (NMLS) as a mortgage loan originator
Established track record of developing and maintaining client relationships
Ability to meet individual and organizational loan production goals while maintaining a large client base
Extensive knowledge of mortgage products and client service experience
In-depth knowledge of consumer mortgage lending compliance regulations and laws, including fair lending, privacy, RESPA, and TRID
Strong written and verbal communication and interpersonal skills
Ability to manage time, prioritize, and plan accordingly
Proficient in MS Office, including Word, Excel, Outlook, and PowerPoint
Ability to achieve high levels of client and Financial Advisor satisfaction

Benefits

Comp & perks

Commission earnings
Incentive compensation
Discretionary bonuses
Other short- and long-term incentive packages
Morgan Stanley sponsored benefit programs
Comprehensive employee benefits and perks
Opportunities for career mobility within the business

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Mortgage Product KnowledgeLoan Processing Document AnalysisConditional Pre-Approval Decision MakingCredit Risk AssessmentPipeline Management

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationInterpersonal SkillsTime ManagementPrioritization

Tools & Technologies

MS Office SuiteNMLS Registration

Certifications & Qualifications

Mortgage Loan Originator Eligibility

Industry Keywords

High-Net-Worth ClientsPrivate Wealth ManagementBanking RegulationsRESPATRID