Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit lending, deposits cash management, annuities, insurance, retirement and trust services.

The US Banks- Morgan Stanley Private Bank, National Association (“MSPBNA”) and Morgan Stanley Bank, N.A. (“MSBNA”) provide cash management and lending products and services to serve the needs of WM ISG clients. The US Banks seeks an Assistant Vice President to to work in the Tailored Lending (“TL”) product group’s COO team to assist in managing the continued build out of the TL business and its role as First Line of Defense.

Job Description/Position Responsibilities

The Lending Specialist will be responsible for the following:

• Working closely with Senior Management to develop business related reports, presentations and management decks required for board and committee meetings
• Manipulating large data sets to extract and report on business trends
• Facilitating the calculation and reporting to committee of returns on equity and profitability for the product, transactions, and relationships
• Working with Wealth Management to research returns on new business opportunities
• Liaise with Technology, Operations, and AML partners to test system enhancements and refine processes and/or workflows
• Assisting with daily operating activities including (1) Verifying and attesting to credit facility compliance with regulations, including Regulation B, O, U, V, and W, (2) Reviewing loan documentation for completeness, (3) Verifying credit facility files including a credit facility closing checklist, regulatory attestations, pricing approvals, business escalation approvals, credit facility documents, etc.
• Owning of various daily, monthly and quarterly business reporting activities
• Assisting with the maintenance/creation of credit facility forms/documents and marketing materials
• Maintaining policies and procedures and ensuring business continuity for responsibilities
• Identify opportunities to make the risk assessments more efficient and identify risk prevention opportunities
• Develop and maintain working relationships with key stakeholders
• Assisting with onboarding and periodic reviews of TL third party vendors

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit lending, deposits cash management, annuities, insurance, retirement and trust services.

The US Banks- Morgan Stanley Private Bank, National Association (“MSPBNA”) and Morgan Stanley Bank, N.A. (“MSBNA”) provide cash management and lending products and services to serve the needs of WM ISG clients. The US Banks seeks an Assistant Vice President to to work in the Tailored Lending (“TL”) product group’s COO team to assist in managing the continued build out of the TL business and its role as First Line of Defense.

Job Description/Position Responsibilities

The Lending Specialist will be responsible for the following:

• Working closely with Senior Management to develop business related reports, presentations and management decks required for board and committee meetings
• Manipulating large data sets to extract and report on business trends
• Facilitating the calculation and reporting to committee of returns on equity and profitability for the product, transactions, and relationships
• Working with Wealth Management to research returns on new business opportunities
• Liaise with Technology, Operations, and AML partners to test system enhancements and refine processes and/or workflows
• Assisting with daily operating activities including (1) Verifying and attesting to credit facility compliance with regulations, including Regulation B, O, U, V, and W, (2) Reviewing loan documentation for completeness, (3) Verifying credit facility files including a credit facility closing checklist, regulatory attestations, pricing approvals, business escalation approvals, credit facility documents, etc.
• Owning of various daily, monthly and quarterly business reporting activities
• Assisting with the maintenance/creation of credit facility forms/documents and marketing materials
• Maintaining policies and procedures and ensuring business continuity for responsibilities
• Identify opportunities to make the risk assessments more efficient and identify risk prevention opportunities
• Develop and maintain working relationships with key stakeholders
• Assisting with onboarding and periodic reviews of TL third party vendors

Experience • Bachelor’s degree or equivalent experience• 3-5 years prior banking, lending, business management and/or risk management experience preferredSkills/Abilities• Detail orientation with strong analytical skills• Ability to multi-task and efficiently complete assignments within tight deadlines• Ability to work independently and as part of a team under tight deadlines• Comprehensive and logical • Strong project management and reporting skills• Strong written and verbal communication skills• Ability to collaborate with many levels and functional areas within and outside the organization• Strong MS Office skills including Excel, Access, PowerPoint, Visual Basic, etc.Expected base pay rates for the role will be between $80,000 and $135,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Experience • Bachelor’s degree or equivalent experience• 3-5 years prior banking, lending, business management and/or risk management experience preferredSkills/Abilities• Detail orientation with strong analytical skills• Ability to multi-task and efficiently complete assignments within tight deadlines• Ability to work independently and as part of a team under tight deadlines• Comprehensive and logical • Strong project management and reporting skills• Strong written and verbal communication skills• Ability to collaborate with many levels and functional areas within and outside the organization• Strong MS Office skills including Excel, Access, PowerPoint, Visual Basic, etc.Expected base pay rates for the role will be between $80,000 and $135,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).false