Mortgage Entity Desk, Avp Mortgage Entity Desk, Avp …

Morgan Stanley
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Morgan Stanley
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Mortgage Entity Desk, Avp
Mortgage Entity Desk, AVP

Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Asset Management, and Global Wealth Management.  Global Wealth Management is offered by the Morgan Stanley Wealth Management (MSWM) franchise, which has one of the worlds largest network of Financial Advisors. Morgan Stanley is pleased to announce that we are expanding our suite of world-class banking and lending products exclusively for our Financial Advisors and their clients.  In addition to our comprehensive financial services, which include brokerage, investment advisor, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley will develop and enhance their lending, trust and cash management capabilities.  We believe that now is the perfect time to build and support a new venture along with our Global Wealth Management partners.  By combining our lending financial services business with private banking products built specifically to service the needs of Financial Advisors and their clients, we can tailor banking and lending solutions to client needs. 

Morgan Stanley Home Loans has centralized its operations and is expanding its retail Mortgage Lending Division. We are looking for the best of the best to provide premier mortgage services to our clients. As part of Global Wealth Management Division (GWM), we have a partnership with Morgan Stanleys retail brokerage network that provides a limitless proprietary source of inbound business.

If you have a passion for the mortgage business and are looking for a team atmosphere that encourages success and innovation, a healthy pipeline and a fast paced environment, Morgan Stanley Home Loans may have something to offer you.

The AVP, Entity Desk candidate will be a member of our private banking mortgage team. The candidate will be responsible for: 

Primary Responsibilities:

Support the Entity Vesting & Entity Lending pipeline.
Review and approve Entity documents which include trusts, LLCs, LPs for vesting and Lending.
Work closely with our legal and underwriting teams during loan origination to meet guidelines.
Create custom mortgage closing documents.
Work with Underwriters and Relationship Managers to provide assistance in a timely manner.
Provide high quality customer service.
Perform post-closing reviews for vesting approval.
Review and Approve Power of Attorney documents.
Review and Approve Pledge loan documents.


5 to 8 years experience preparing mortgage closing documents and or processing mortgage loans or related experience.
Knowledge and understanding of title commitments.
Must have comprehensive knowledge in reviewing Revocable, Irrevocable trusts.
Must have comprehensive knowledge of reviewing and understanding of Operating agreements and Articles of incorporation. Must understand layered or nested vesting with in the member and managers of LLC or LP.
Excellent organization skills.
Strong verbal and written communication skills.
Strong Computer skills must be familiar with how to navigate a Microsoft Windows environment and have a basic working.
Knowledge of Microsoft Office software.
Adhere to turn time commitments while working in a high-volume environment.
Must have excellent teamwork orientation and the ability to work independently in a fast moving environment.
High level of Accuracy and Detail Oriented/multitasking.
Title and/or real estate closing experience a plus.
Must have a working knowledge of mortgage documents and an understanding of the mortgage life cycle.


Strong oral and written communication skills
Strong organizational skills
Extraordinary client service aptitude
Meticulous follow-up and follow through
Ability to work under tight timelines
Excellent attention to detail
Proficient with Microsoft Office suite

Primary Location: Americas-United States of America-Texas-Dallas
Work Locations:
Job: Private Banking
Organization: Morgan Stanley
Job Posting: Oct 21, 2020
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