Morgan Stanley
Mortgage Banker - Assistant Vice President/ Vice President
Dallas, Texas, United States of America · Exec
Stay score
odds of building a lasting career here
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
Personalize to your clock →Employer immigration record
from this employer's Department of Labor filings
Green-card filing pattern in this occupation
Green-card follow-through: 84%
Files H-1B transfers
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
Community outcomes
No reports yet — be the first to help the next applicant.
About the role
- Analyze client finances to provide tailored advice to the client on various loan products and other financial solutions to meet the client's specific needs.
- Decision Conditional Pre-Approval Letters, within policy framework, while accurately identifying the appropriate lending guidelines and conditions for loan approval.
- Serve as the primary escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate.
Responsibilities
- Manage Client/FA/PB expectations and communication.
- Coordinate with and oversee various internal/external business partners such as underwriting and credit risk to ensure timely closings.
- Obtain, analyze, and validate all loan processing documents such as complex income, asset, credit, appraisal, insurance, and title documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary.
- Manage inbound /outbound queue, multiple call campaigns, and various bank initiatives, along with intense client follow-up.
- Effectively manage a complex pipeline that includes Ultra High Net Worth and Private Wealth Management mortgage transactions.
- Provide training and guidance to Associate Mortgage Bankers, partners and peers as appropriate.
Requirements
- Requires 10+ years of Wealth Management/Private Bank mortgage lending experience.
- High school diploma or equivalent required.
- 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.
- We do it in a way that's differentiated - and we've done that for 90 years.
Skills
- Ability to meet individual and organizational loan production goals while maintaining a large client base.
- Strong communication skills, both written and verbal, and interpersonal skills required.
- Proficient in the use of a variety of systems for accurate reporting and tracking; including MS Office (Word, EXCEL, Outlook, PowerPoint).
- Achieve high levels of Client and Financial Advisor satisfaction.
- Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
Company info
- Ensure compliance with banking regulations and company policies.
This listing is sourced directly from Morgan Stanley's careers page and normalized into a canonical job model.