Loan Processing VP- Wealth Management Operations

Morgan Stanley • Coppell, TX

1d • Onsite

About The Position

Morgan Stanley is seeking a Vice President to lead a large, on-site loan processing organization within Wealth Management Operations. This role is responsible for driving modernization, partnering with business units, and owning end-to-end execution to transform mortgage operations. The Operations division supports financial transactions, implements controls, and develops client relationships. This Team Manager position, at the Vice President level, is within Product Support & Services, focusing on transaction support and post-execution processes. The role provides on-site leadership for approximately 20+ mortgage loan processors, with a mandate for modernization and continuous improvement, moving beyond traditional practices. The leader will partner closely with business stakeholders to exceed client expectations and is accountable for the entire loan processing lifecycle, from intake to pipeline management. Emphasis is placed on efficient workflows, strong service-level performance, adherence to procedures, and challenging legacy practices.

Requirements

• 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.
• Strong relationship building skills serving as a role model for client service.
• Ability to think commercially, understand the impact of initiatives and 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 Firm's 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.

Responsibilities

• Develop staff, lead projects, and control deployment of resources, managing tools like work queues, checklists, depth charts, and calendars.
• Set direction and expectations for teams, defining training plans and facilitating knowledge transfer for team output and development.
• Contribute to the business plan, establish risk/contingency plans, and address issues with urgency.
• Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contacts.
• Lead and develop a team of 20+ loan processors to meet service-level and BAU commitments.
• Act as the on-site leader for daily execution and team engagement.
• Serve as an escalation point for Loan Processors, Senior Mortgage Specialists, and partners.
• Address Quality Control findings and provide appropriate staff training.
• Balance loan pipelines among processors.
• Ensure staff adherence to in-office policy and scheduled hours.
• Provide support for complex and rush files.
• Oversee Order Services (OS) and Conditions Support Tasks (CST).

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Support for employees and their families at every point along their work-life journey.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed