Mortgage Professionals: Morgan Stanley in Coppell

Morgan Stanley Private Bank, National Association Coppell, TX Start Date
09/12/2026

Full-Time

Morgan Stanley is seeking experienced mortgage professionals for its Home Loans Team within Morgan Stanley Wealth Management. The role is available remotely and at a Coppell option , New York, New York, or Tempe, Arizona. Morgan Stanley Private Bank, National Association is the hiring organization and is an Equal Housing Lender and Member FDIC.

Mortgage-business experience is the stated qualification for the role. The Home Loans Team handles work inside a large wealth-management organization. Competitive compensation packages include benefits. The position connects mortgage origination with inbound business generated through Morgan Stanley's Global Wealth Management Division.

• Role: Experienced mortgage professionals
• Employer: Morgan Stanley Private Bank, National Association
• Work arrangements: Remote, Coppell, Texas, New York, New York, or Tempe, Arizona
• Compensation: Competitive compensation packages with benefits
• Primary work: Originate inbound mortgage business from Morgan Stanley's wealth-management network

Applicants should have mortgage-business experience and identify the preferred work arrangement from the listed remote and office locations. Morgan Stanley's application process can be used to provide professional history and location preference for the Home Loans Team.

Morgan Stanley's Global Wealth Management Division supplies the inbound business attached to this role. Its network includes 16,000 Financial Advisors. Inbound introductions create the starting point for mortgage conversations, so the originator works with referrals that enter through an established wealth-management channel.

Mortgage origination starts with a clear review of a borrower's purpose, income, assets, debts, property, and requested loan structure. Mortgage brokers compare available lending paths, while mortgage lenders assess applications against product and risk criteria. The role's referral setting requires accurate discovery before an application moves into underwriting.

A mortgage originator gathers financial information, explains loan terms, records borrower details, and keeps the application moving between the applicant, underwriting team, and closing partners. The work also includes documenting conversations and confirming that required information is complete before the file advances.

• Review borrower income, assets, liabilities, credit history, property details, and loan purpose.
• Explain available loan structures, rates, fees, and closing requirements in plain language.
• Coordinate documentation with underwriting, processing, appraisal, title, and closing participants.
• Maintain accurate records and follow applicable lending, privacy, and fair-lending rules.

Loan processors handle the documentation flow that follows initial origination, while originators keep the borrower relationship and loan purpose in view. Strong file control reduces avoidable requests and gives underwriting a complete record for its decision.

Mortgage licensing depends on the state and the institution's licensing structure. The NMLS licensing resource provides checklists, requirements, and fee information for mortgage licenses. Experienced professionals can use those requirements to confirm the credentials attached to a specific work location.

The role includes remote work and office choices in Coppell, New York, and Tempe. Remote mortgage origination depends on secure document exchange, scheduled borrower conversations, accurate electronic records, and reliable coordination with underwriting and closing teams. Office-based work adds direct access to colleagues and local operating routines.

The listed locations place the position in three U.S. markets while preserving one Home Loans Team affiliation. Location selection affects state licensing, borrower coverage, and day-to-day coordination. Mortgage careers require attention to location requirements, state licensing, and day-to-day coordination.

Morgan Stanley dates to 1935 and has more than 80,000 employees. The firm reports almost $2.4 trillion in assets under management, and the Home Loans Team operates inside its Wealth Management business. That structure gives the mortgage function access to a financial-services organization with a large advisor network.

Morgan…