Originations Business Manager

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement, and trust services.

Morgan Stanley Private Bank, National Association (“MSPBNA”), as part of Wealth Management, offers banking and credit products and services, including securities-based lending, mortgage loans and home equity lines of credit primarily to Morgan Stanley Wealth Management’s high net worth clients.

MSPBNA Home Loans is seeking an Originations Business Manager that is an experienced mortgage professional who will develop and execute business management strategies to support the success of employees and teams within the mortgage lending department by working to ensure the alignment of individual, team, and organizational goals while fostering a culture of accountability, continuous improvement, and compliance with industry standards.

The person who fills this role has a history of managing multiple tasks, meeting deadlines, and navigating competing priorities while demonstrating strong leadership and communication skills in order to collaborate with leadership to drive employee performance, enhance productivity, and support business objectives in a regulated financial environment.

This role will report to the Head of the Core Mortgage Originations team and can be located in the Coppell or Tempe Office.

Key Responsibilities:

• Create consistency in standard and metric alignment across originations roles, ensuring effective delivery and analysis of performance data.
• Ability to leverage mortgage expertise to adapt to leadership of Mortgage Consultant and Mortgage Specialist teams as needed.
• Partners with Originations leadership in identifying opportunities to create strategies that will impact efficiency gains across originations roles.
• Ability to communicate clear expectations and monitor performance management practices and adherence, ensuring consistency in delivery along with outcome analysis that inform accountability actions.
• Provide real time coaching and development to management team regarding performance management practices. Establish regular feedback loops to enhance performance management processes and involve employees in continuous improvement efforts.
• Gather data from various resources, analyze trends, and provide actionable insights to leadership and employees. Maintain leadership playbooks.
• Develop and maintain leadership playbooks with appropriate actions and expectations to aid in consistent performance management practices.
• Ability to effectively develop and deliver status updates, findings and trends to senior leadership.

Required Qualifications, Capabilities and Skills:

• 4-8 years of mortgage experience (Operations and/or Originations).
• 2-4 years leadership experience.
• Deep understanding of performance metrics specific to mortgage lending (e.g., loan production, pull-through rates, compliance adherence).
• Strong communication, problem solving and interpersonal skills.
• Outstanding organizational skills, with ability to multi-task and balance competing priorities or projects/initiatives, while still meeting individual and organizational goals within a production environment.
• Outstanding written, verbal, and analytical skills. To include communication with senior leadership.
• Established track record of developing and maintaining relationships in a matrixed environment.
• Strong utilization of Microsoft Office tools and resources. To include Power Point development.
• Familiarity with loan origination systems

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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. 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 https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).