Project Manager


Job Description/Position Responsibilities

• Conduct the investigation, tracking, and resolution of client experience issues during the origination or servicing of a mortgage loan

• Input, update, and close all inquiries in appropriate proprietary firm systems; file and catalogue all supporting inquiry documentation

• Review/investigate allegations pertaining to Client complaints and draft necessary response communications adhering to company, legal and regulatory requirements

• Discuss as appropriate any/all updates to inquiries with Private Bankers, Financial Advisors, Operations personnel and associated partners

• Assist management in reviews of specific inquiries as needed

• Aid in developing, updating, and publicizing training on inquiry policies/procedures

• Manage inbound calls/e-mails from Clients, MS sales team, and third party vendors

• Produce and deliver monthly and ad hoc reporting to senior management

• Maintain excellent working relationships with both internal and external partners

• Complete additional assignments as directed by management

• Ensuring third-party is providing best in class customer service to Morgan Stanley clients and customers

• Reporting to Head of Client Experience Group (CEG)

Experience

• Minimum 5 years’ experience in mortgage originations/operations

• Direct verbal and oral communication with client, field and operational partners in a client focused organization

• Legal/Compliance experience preferred

• Bachelor’s degree required

Skills/Abilities

• Outstanding written, verbal, interpersonal and analytical skills

• Ability to manage processes and/or projects without supervision

• Deep knowledge of the mortgage originations industry and associated processes

• A firm understanding of industry standard regulatory requirements

• Ability to analyze complex issues and ensuring deliverables are met

• Ability to manage time, prioritize and plan accordingly

• Ability to manage key relationships with internal/external stakeholders

• Ability to negotiate and influence clients on key deliverables and timelines

DETAILS AT A GLANCE

JOB TITLE:Project Manager

JOB TYPE: Full-time

HOURS: Monday-Friday, 40 hours a week

LOCATION: REMOTE

START DATE: ASAP

SALARY: $40.00 to $47.00 per hour

DURATION: 3-4 Months

BNA RECRUITER: Phil Buell


HOW TO APPLY: Click on the apply button and send your resume to BNA. Please make sure to reference the job title in the subject line.

This role is a TEMPORARY position through BNA. You would be employed and paid by our company and working directly with our client.


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