Job
Description
The High Net-Worth Lending (HNWL) Documentation Specialist will be responsible for reviewing and delivering document packages to clients for the establishment of credit facilities. You will leverage internal systems to prepare and assemble DocuSign/eSign envelopes for loan documentation, ensuring accuracy and timely delivery while collaborating with internal teams as needed. Your role will involve overseeing electronic signature workflows, serving as a key point of coordination, and maintaining a high standard of professionalism and attention to detail in all client-facing deliverables. Thorough reviews of documents will be conducted by you to ensure compliance with internal policies, legal standards, and client requirements prior to distribution. Active monitoring of the electronic signature process will be required, with troubleshooting and resolving any issues to ensure seamless client experiences. Collaboration with stakeholders across operations and relationship management teams to optimize documentation processes and align with best practices will also be part of your responsibilities. You will develop procedures and oversight processes to ensure visibility into quality, accuracy, and timeliness of the overall process. Contributing to ongoing process improvement initiatives, identifying opportunities to enhance operational efficiency and streamline the documentation process will also be expected. To excel in this role, you should have 0-3 years of professional experience, preferably in operations and/or financial services, along with a Bachelor's degree in finance. Knowledge of financial services products, including equities, bonds, options, mutual funds, and lending will be beneficial. Proficiency with MS Office, Adobe, and internal applications is required, with the ability to learn new tools quickly. Exceptional attention to detail, strong organizational skills, and the ability to prioritize tasks effectively are essential for this position. Strong time management skills, adaptability, and a team-oriented mindset are qualities that will contribute to your success in a fast-paced and evolving environment. At Morgan Stanley, the talent and passion of our people are critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethics. Morgan Stanley can provide a superior foundation for building a professional career, a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. As a market leader committed to maintaining first-class service and a high standard of excellence, Morgan Stanley offers a work environment guided by core values such as putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. With a diverse team and a culture that values inclusion and collaboration, Morgan Stanley provides a supportive and inclusive environment where all individuals can maximize their full potential. The company's commitment to recruiting, developing, and advancing individuals based on their skills and talents is evident in its strong culture of inclusion.,
