Job Description

Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Asset Management, and Global Wealth Management. Global Wealth Management is offered by the Morgan Stanley Wealth Management (MSWM) franchise, which has one of the world's largest networks of Financial Advisors. In addition to our comprehensive financial services, which include brokerage, investment advisor, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley is continuing to enhance our lending, trust, and cash management capabilities.
Morgan Stanley Private Bank, National Association ("MSPBNA") is a division within Morgan Stanley Wealth Management (MSWM) which one of the largest wealth management firms in the world, with more than $2 trillion in client assets and more than 16,000 financial advisors. Our financial advisors deliver tailored solutions designed to help clients achieve their financial goals. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
MSPBNA is looking for the best of the best to provide premier mortgage services to our clients. MSPBNA is seeking an experienced, positive, and motivated individual to join our Home Loans Change Management team.
Roles & Responsibilities:-
System Administration and Entitlements Management:

• Work with the Home Loans Business and Technology partners to define basic configuration in the Loan Origination System (LOS) and other related applications

o Entitlements (User Group system access)

• Enhance the process for introducing, reviewing, and approving basic configuration and system entitlement changes

• Administer entitlements for Home Loans applications across Home Loans and partner group end-users

• Gather requirements from functional business owners regarding basic configuration and system entitlement changes (BAU changes)

• Establish governance routines for basic configuration and system entitlement changes

• Review existing inventory of system entitlements for all applications used by Home Loans

• Work with Technology to implement basic configuration and system entitlement changes

• Manage status and timeline for any planned basic configuration and system entitlement changes

• Establish and manage regular routines with Technology to stay coordinated with regards to any planned basic configuration and system entitlement changes for all systems used by Home Loans

• Enhance the interaction model between Business System Administration, Technology, and Functional Business Owners for any basic configuration and system entitlement changes

• Manage the publication and communication process for basic configuration and system entitlement changes

• Coordinate with Technology and Business Functional Leads for system updates

• Participate in testing for system updates (may be nights and/or weekends)

• Participate in disaster recovery (may be nights and/or weekends)

• Perform user access reconciliations to confirm compliance with approved entitlements

• Manage applicable procedures

Vendor and System Oversight:

• Perform vendor risk assessments including Data Lifecycle Management reviews, Privacy Questionnaires, Technology Control Assessments, and other applicable reviews

• Understand data risks and how they impact the residential lending business and U.S. Banks

• Manage the Technology Asset Inventory for Home Loans and partner division applications, including applicable metadata updates

• Manage information for applicable Home Loans service providers (vendors)

• Manage team JIVE site and JIRA dashboard; create JIRA stories as needed to track quarterly initiatives

• Actively participate in incremental business reviews and planning

• Provide status updates to Home Loans senior management

• Manage relevant Home Loans SharePoint or Jive sites

• Manage applicable procedures

• Track vendor system outages; prepare and deliver communications to the business, technology partners and management

• Actively partner with business system owners, information technology system owners, application support teams, compliance, operational risk management and other groups to ensure initiatives are prioritized and on track

• Additional responsibilities as required by management

• Limited travel

Change Management Projects:

• Partner with the broader Home Loans and WM Operations Change Management teams to drive entitlement and system changes aligned to projects and business objectives

• Provide project / testing support and oversight during period system deployments

o Administrative support (e.g., entitlements management)
o Vendor Risk support (e.g., vendor contacts and resources)
o Change Management support (e.g., QA/UAT testing)
Qualifications & Skills Required.

• 3 to 5 years of experience in system configuration, administration, and oversight; data and vendor risk oversight; change management and project-based work

• Working knowledge of systems used within lending businesses (including mortgage originations)

• Mortgage Industry knowledge (preferred)

• Solid understanding of the mortgage life cycle (preferred)

• Experience working with cross-functional teams

• Must have excellent teamwork orientation and the ability to work independently in a fast-paced environment

• College degree required, advanced degree a plus

• Private Bank experience (preferred)

• Strong Computer skills required; familiar with Microsoft Windows environment and Microsoft Office software (Microsoft Excel, Word, Access, Visio, etc.)

• Relevant industry certifications, e.g., CISA, CISM, CRISC, is a plus

• Knowledge of SDLC methodologies and processes (i.e., Agile) (preferred)

• Ability to perform basic system configuration (preferred) and administration

• Strong oral communication skills

• Strong organizational skills

• Ability to effectively collaborate with cross functional groups

• Ability to influence senior management

• Ability to multi-task and work under tight timelines

• Meticulous follow-up and follow through

• Excellent attention to detail

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Skills Required