Bradley Smith

About Bradley Smith

Forthright, self-motivated individual passionate about operations process and the analytics to enhance the best solutions. Engaging attitude with focus and determination to succeed with ethical solutions in day-to- day demanding tasks. Dispensing the best results to our clients gives me the pleasure and satisfaction of a job well done. My Expertise:* Analytical thinking - visual thinking and the ability to solve problems quickly and effectively. A methodical step-by-step approach breaking down complex problems into single and manageable components.* Problem Solving - Finding ethical solutions to difficult or complex issues utilizing company and client procedures.* Operations - Implementing business practices to create the highest level of efficiency possible within an organizations needs in turn maximizing profits.* Business development and client relationship mgmt- manage and protect the relationship between the company and client base to maximize long-term revenue opportunities by re-assuring trust to clients and strengthening their loyalty.* Negotiations - the ability to negotiate effectively in a wide range of business contexts, including deal-making, employment discussions, corporate team building, labor/mgmt talks, contracts, and handling disputes.* Compliance - Ensuring structured client policies, procedures are followed in line with Dodd/Frank bill, corporate governance.* Rationalization - Reorganization of the office in order to increase its efficiency. Reorganization due to expansion and/or reduction in company size, a change of policy, and alteration of strategy pertaining to particular products.* Operations Manager | Portfolio Manager | Asset Mgmt | Client Relations | P&L | Organizational change | Statutory compliance | Salesforce

Experience

1. AVP, Sr Relationship Manager & Mortgage Specialist, Private Wealth Management

   Morgan Stanley

   Nov 2019 — Present · Coppell, TX, US

   Working within a geographic complex/branch coverage model.• Assist in the design and development of fulfillment operations, documenting procedures, testing, training and recruitment efforts.• Identify operational inefficiencies that arise as part of the team dynamic and suggest process improvements.• Ability to work as part of team within a geographic complex/branch coverage model.• Ability to multi task while balancing a pipeline and client escalations.• Coordinate with various processing, underwriting and credit risk teams to complete fulfillment and ensure timely closings.• Serve as primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers. • Act as the initial escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate.• Manage and oversee the pipeline to ensure all loans are progressing in accordance with established expectations• Manage and negotiate counter offers when needed.• Coordinate with various processing, underwriting, credit risk and other internal/external business partners to complete fulfillment and ensure timely closings.• Provide comprehensive reviews and recommend solutions/options regarding credit risk of high net worth clients (complex income, asset and vesting scenarios).• Ensure compliance with all policies and regulations.

Education

• The University of North Texas

  BBA-Decision Science, Bachelor of Business Administration, Professional Field in Decision Science

  1999 — 2002