Processing Manager
Bayshore Mortgage Funding LLC
Mortgage Consultant
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: Dallas • Arizona, Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Use in-depth industry knowledge and experience to provide an excellent client experience to Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.
- Form deep working relationships with Financial Advisors and Personal Bankers.
- Assist in providing expert advice and problem-solving skills to help meet client mortgage needs.
- Work as part of team assigned to a Complex/Branch level coverage and grow market share through business referrals.
- Provide the best rate execution and proper product selection for the clients.
- Own the client experience up to and including loan registration; follow up on referrals and work with clients to complete accurate and compliant mortgage applications.
- Work directly with Private Bankers (Field Sales) to help reach each complex/branch growth targets.
- Maintain and follow up on a pipeline of client referrals.
- Analyze financial information to assess client and property qualification and find best mortgage options.
- Participate in business partner events and office activities promoting Home Loan team.
- Partner with Mortgage Specialist Team to ensure seamless transfer of loan application once intent to proceed received.
- Manage inbound/outbound queue, call campaigns, bank initiatives, and client follow-up.
- Obtain documents to satisfy underwriting conditions and negotiate product/pricing as necessary.
- Provide perspective and feedback on client experience enhancements and process efficiencies.
- Complete all assigned training in a timely manner.
Requirements
- 4-8 years of relevant mortgage experience (Sales and/or Operations preferred)
- Experience in Client relationship management roles.
- Experience in loan origination
- Established track record of developing and maintaining Client relationships in a Sales or Operational setting.
- Proven track record of meeting individual and organizational loan production goals while maintaining a large client base.
- High school diploma or equivalent required
- Wealth Management/Private Banking experience preferred.
- 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.
- Extensive knowledge of mortgage products and client service experience
- In depth knowledge of the compliance regulations and laws that govern consumer mortgage lending, including fair lending, privacy, RESPA, and TRID
- Strong communication skills, both written and verbal, and interpersonal skills required.
- Self-starter with a strong sense of ownership; ability to manage time, prioritize and plan accordingly.
- Proficient in the use of a variety of systems for accurate reporting and tracking; including MS Office (Word, EXCEL, Outlook, PowerPoint)
- Complete all assigned training in a timely manner.
Benefits
- 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.
- [Implied] Inclusive equal employment opportunity policies and diversity commitments.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
mortgage originationclient relationship managementloan originationfinancial analysiscompliance regulationsmortgage productsclient serviceproblem-solvingnegotiationpipeline management
Soft skills
communication skillsinterpersonal skillsself-startertime managementprioritizationownershipteam collaborationclient experience enhancementfeedback provisionrelationship building
Certifications
NMLS mortgage loan originator
