Tailored Lending Operations- Associate

Tailored Lending Operations is responsible for the onboarding, servicing, and ongoing operational support of Tailored Lending loans. Key responsibilities include loan origination support, loan documentation review, execution and control of disbursement and payment requests, financial reconciliation, document management, issue research and resolution, audit‑related data and documentation support, and coordination with Field, Product, Technology, Finance, Credit, and external vendors supporting the loan platform.

The analyst will also support the following activities:

• Loan processing and servicing
• Reviewing control reports
• Participating in projects and testing initiatives
• Maintaining departmental metrics
• Updating policies and procedures
• Supporting automation and transformation initiatives
• Ability to balance multiple priorities, operating in a demanding and fast‑paced environment while demonstrating flexibility, adaptability, and personal accountability
• Convey disciplined work ethic and have an enthusiastic 'can do' attitude while delivering white glove service
• Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
• Adaptable team player
• Detail oriented and ability to adhere to strict timelines
• Strong organizational and time management skills
• Ability to critically evaluate information gathered from multiple sources
• Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives
• Strong Microsoft Office skills

Preferred Technical

Skills:

• PowerBI
• UI Path
• Python
• Power Automate
• LoanIQ

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. To learn more about our offices across the globe, please copy and paste  into your browser.

Expected base pay rates for the role will be between $65,000 and $102,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first‑class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading‑edge solutions—and in the ability…