Tailored Lending Operations- Associate
About The Position
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.
Requirements
- 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
Nice To Haves
- PowerBI
- UI Path
- Python
- Power Automate
- LoanIQ
Responsibilities
- 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
- Coordination with Field, Product, Technology, Finance, Credit, and external vendors supporting the loan platform
- 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
Benefits
- commission earnings
- incentive compensation
- discretionary bonuses
- other short and long-term incentive packages
- Morgan Stanley sponsored benefit programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
