Loans - Post Closing, Assistant Vice President

Home Loans – Assistant Vice President (AVP), Post Closing Client Support

Morgan Stanley is a global financial services leader with three core businesses:
Wealth Management, Investment Management, and Institutional Securities. The Wealth Management Division includes one of the world’s largest networks of Financial Advisors, with client assets of more than $2 trillion and almost 16,000 Financial Advisors. In addition to comprehensive financial services, which include brokerage, advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley’s Wealth Management Division has developed key lending and cash management capabilities, through its Private Banking Group.

Morgan Stanley Home Loans, a division of Morgan Stanley Private Bank, N.A, is looking for a highly qualified Assistant Vice President to address Post Closing high touch client service escalations for non‑conforming mortgage clients. The Assistant Vice President will be part of the newly formed Post‑Closing Client Support team within the Home Loans business and will be a key resource when expert guidance is required on complex scenarios and exceptions.

This role is an ‘in office’ role, in either our New York, Tempe, AZ and Coppell, TX offices.

The ideal candidate has experience with originating and funding residential mortgages, mortgage client service, and post‑closing/servicing client support.

• Post Closing (servicing) escalations that fall outside the scope of our Servicing vendor. These are highly complex scenarios where detailed client interaction is required, i.e.: co‑op modifications, easements, vesting changes, etc.)
• Servicing Concierge support for extraordinary events (such as natural disasters) where proactive client outreach and multiple client interactions are required (i.e.: loss draft claim process for a total home loss).
• Collaborate on loss mitigation and work out recommendations with Servicing Oversight and Credit Risk Department.
• Work on post‑closing projects, as required, i.e.: if there’s a Quality Assurance finding, an Audit finding, or other control gaps or risk identified.
• As needed, help develop effective and meaningful presentations & project update materials suitable for stakeholders, business partners and project participants regarding topical projects, including project progress, recommendations/decisions.
• Maintain working knowledge of applicable mortgage servicing regulations (e.g., RESPA, TILA).

• 3 - 5+ years of relevant mortgage experience
• Extensive knowledge of mortgage industry, including servicing.
• Deep understanding of insurance documentation, requirements, and risk implications.
• Proven track record of running strategic projects & production functions
• Eligible for employment with an FDIC‑insured institution
• Strong analytical, organizational, and communication skills.
• Ability to present to senior leadership, regulators and auditors

• Preferred system knowledge of Mortgage Cadence and Black Knight
• Ability to interact directly with Clients, our Servicing Team, and our Private Bankers as required, on the initial escalation of new issues
• Possess depth of mortgage product knowledge, from originations through servicing
• Ability to collaborate and build strong cross functional relationships (in particular across control partners)
• 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; including MS Office (Word, EXCEL, Outlook, PowerPoint).

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

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