Mortgage Specialist

Morgan Stanley

Mortgage Specialist managing complex jumbo mortgage origination for Morgan Stanley wealth-management clients. Overseeing documentation, credit-risk solutions, escalations, and timely closings.

Posted 8/21/2026full-timeDallas • Arizona, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive knowledge of mortgage products and compliance regulations, with a proven ability to manage complex mortgage pipelines and enhance client experiences. Strong communication and relationship management skills are essential for success in this role.

Highest-signal resume keywords

Mortgage Loan OriginationClient Relationship ManagementCompliance Regulations KnowledgeMortgage Pipeline ManagementCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage Products KnowledgeLoan Production Goals AchievementIncome and Credit Document ValidationCredit Risk AssessmentUnderwriting Approval Conditions Management

Soft Skills

Interpersonal SkillsSelf-StarterTime ManagementProblem-SolvingDe-Escalation Skills

Tools & Technologies

MS OfficeWordExcelOutlookPowerPoint

Certifications & Qualifications

NMLS Registration Eligibility

Industry Keywords

Consumer Mortgage LendingRESPATRIDFair LendingHigh-Net-Worth Clients

About the role

Key responsibilities & impact

Serve as the primary point of contact for clients and internal and external business partners, including Financial Advisors, clients, and Private Bankers
Listen to client needs, understand loan transactions, manage expectations, and provide transparent communication and timely updates throughout the mortgage loan process
Act as the initial escalation point for loans in process and provide alternative solutions
De-escalate situations and determine when further escalation is necessary
Manage and oversee the mortgage pipeline to ensure loans progress according to established expectations
Request, review, and validate income, credit, appraisal, insurance, and title documents
Coordinate with processing, underwriting, credit risk, and other business partners to complete fulfillment and ensure timely closings
Review and recommend solutions regarding credit risk for high-net-worth clients with complex income, asset, and vesting scenarios
Obtain documents to satisfy underwriting approval conditions and support product/pricing negotiations
Provide feedback on client experience enhancements and process efficiencies
Achieve high levels of client and Financial Advisor satisfaction
Proactively manage loan escalations to ensure timely resolution and an enhanced client experience

Requirements

What you’ll need

Established track record of developing and maintaining client relationships
Proven track record of meeting individual and organizational loan production goals while maintaining a large client base
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
Extensive knowledge of mortgage products and client service experience
In-depth knowledge of compliance regulations and laws governing consumer mortgage lending, including fair lending, privacy, RESPA, and TRID
Strong written and verbal communication and interpersonal skills
Self-starter with a strong sense of ownership; ability to manage time, prioritize, and plan
Proficient in MS Office, including Word, Excel, Outlook, and PowerPoint
Ability to manage complex mortgage pipelines, including Core, Complex (>$2M), Unique (Entity), Employee, UHNW, and PWM Channel Loans

Benefits

Comp & perks

Comprehensive employee benefits and perks
Support for employees and their families throughout their work-life journey
Opportunities for career mobility across the business
Diverse and inclusive workplace
Employee support and empowerment