Loan Processing VP- Wealth Management Operations

Were seeking someone to join our team as a Vice President in Wealth Management Operations to lead a large on-site loan processing organization where youll drive modernization partner directly with the Business and own end-to-end execution while transforming how mortgage operations deliver for clients.

In the Operations division we partner with business units across the Firm to support financial transactions devise and implement effective controls and develop client relationships. This is a Team Manager position at Vice President level within the Product Support & Services which is responsible for providing transaction support and managing post execution processes.

Since 1935 Morgan Stanley is known as a global leader in financial services always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

This role provides on-site leadership for loan processing operations overseeing a team of approximately 20 mortgage loan processors with a clear mandate to drive modernization and continuous improvement-not simply maintain traditional mortgage practices. The leader partners closely with Business stakeholders to consistently exceed client expectations.

The individual is accountable for end-to-end execution across the loan processing lifecycle from intake through document collection condition clearing and pipeline management. The role emphasizes efficient workflows strong service-level performance and consistent adherence to established procedures while actively challenging legacy ways of working.

Responsibilities include coaching and performance management coverage planning and oversight of Order Services (OS) and Conditions Support Tasks (CST) while serving as a primary escalation partnership with internal stakeholders the role supports resolution of complex files Quality Control issues and risk and compliance expectations while reinforcing a strong accountable site culture.

What youll do in the role:
- Develop staff lead projects and control deployment of resources owning management tools/methods such as work queues checklists depth charts and calendars
- Set direction and expectations for your team(s) defining training plans and transfer of expert knowledge to contribute to team output and development
- Contribute to business plan for area establish risk/contingency plans raise and address issues with urgency when required
- Build and manage relationships with business unit partners other Morgan Stanley infrastructure departments and external contact points in Client or Market organizations
- Lead and develop a team of 20 loan processors to meet service-level and BAU commitments
- Act as on-site leader for daily execution and team engagement
- Act as an escalation point for Loan Processors Senior Mortgage Specialists and partners
- Address Quality Control findings and provide appropriate training for staff where necessary
- Balance loan pipeline among processors
- Require staff to follow in-office policy and scheduled hours
- Provide support for complex and rush files

What youll bring to the role:
- Strong relationship building skills serving as a role model for client service
- Ability to think commercially understand the impact of initiatives risks on the operational budget
- Experience in managing teams enhancing control continuous improvement and reducing operational risk
- Culture carrier and role model representing and leading the Firms core values to influence and motivate those around you
- Strong understanding of mortgage loan processing workflows systems and controls
- Working knowledge of underwriting compliance policies and procedures
- Ability to identify risk and drive continuous improvement
- Experience in improving processes and adopting/testing tools
- Skilled in queue management pipeline balancing and coverage planning
- Hands-on accountable leader with a strong work ethic
- Comfortable escalating issues and influencing senior stakeholders
- Experience planning staffing to meet BAU commitments
- Strong partner management across Operations business and external contacts

What experience you need:
- 10 years of mortgage/loan processing experience including active pipeline management
- Strong end-to-end mortgage process knowledge (including Jumbo/Non-Conventional)
- Strong organization and independent problem-solving skills
- Clear concise communication
- Flexibility to support multiple regions/time zones

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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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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