Tailored Lending Operations- Associate

Reposted 24 Days Ago
New York, NY, USA
In-Office
65K-102K Annually
Entry level
Fintech • Financial Services
The Role
Supports onboarding, servicing, and operational processing for tailored lending loans. Responsibilities include loan documentation review, disbursement and payment control, reconciliation, document management, issue resolution, audit support, control-report review, metrics maintenance, policy updates, project testing, and automation initiatives. The role coordinates with internal teams and external vendors while maintaining strong controls, service quality, accuracy, and timely execution in a fast-paced environment.
Summary Generated by Built In
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 - 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
Preferred Technical Skills
- PowerBI
- UI Path
- Python
- Power Automate
- LoanIQ

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

Expected base pay rates for the role will be between $65,000 and $102,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Skills Required

  • Ability to balance multiple priorities in a demanding, fast-paced environment
  • Flexibility, adaptability, and personal accountability
  • Disciplined work ethic and enthusiastic can-do attitude
  • Strong written and verbal communication skills
  • Ability to communicate clearly with a range of audiences
  • Ability to work effectively as an adaptable team player
  • Strong attention to detail and ability to adhere to strict timelines
  • Strong organizational and time management skills
  • Ability to critically evaluate information from multiple sources
  • Ability to contribute proactively to improvements in controls, operational efficiency, and industry initiatives
  • Strong Microsoft Office skills
  • Power BI experience
  • UiPath experience
  • Python experience
  • Power Automate experience
  • LoanIQ experience

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Healthcare Strength — Health coverage is characterized as comprehensive, with medical, dental, vision, and added supports like One Medical and mental-health sessions. Feedback suggests the overall package is strong to excellent for a large financial-services employer.
  • Retirement Support — Retirement programs include a 401(k) with company matching and related financial benefits. These features are frequently highlighted as part of a broad, competitive package.
  • Parental & Family Support — Family benefits are noted for generous paid parental leave, fertility support, and caregiver leave. Feedback suggests these offerings stand out as a strength within the package.

Morgan Stanley Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.

Similar Jobs

CrowdStrike Logo CrowdStrike

Engineer III, Cloud - CTIO (Hybrid)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Hybrid
5 Locations
11000 Employees
115K-180K Annually

CrowdStrike Logo CrowdStrike

Engineer III, Cloud - CTIO (Hybrid)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Hybrid
5 Locations
11000 Employees
115K-180K Annually

CrowdStrike Logo CrowdStrike

Senior Engineer

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Hybrid
5 Locations
11000 Employees
140K-215K Annually

CDW Logo CDW

Operations Analyst

Information Technology
Remote or Hybrid
US
15100 Employees
26K-31K Hourly

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account