Steven Astin

Senior Relationship Manager @Morgan Stanley

Salt Lake City, UT, US

EMAILS

[email protected]

MOBILE NUMBERS

+18•••••••96

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WORK HISTORY

Oct 2020 — Present

Senior Relationship Manager @Morgan Stanley

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Serve as the single point of contact for clients, Financial Advisors and Personal Bankersthroughout the home loans mortgage origination cycle (application to funding). Manage a pipelineof mortgage loan applications which include Jumbo, Conventional, QM and Non-QM mortgages forHigh Net Worth and Ultra-High Net Worth borrowers. Responsible for assignment andmanagement of the mortgage application by coordinating with third-party fulfillment teams to clearUnderwriting conditions, obtain title reports, appraisals, resolve specialty entity vesting in trusts orLLCs, and ensure timely closings

EDUCATION

N/A

University of Utah

Bachelor of Arts (B.A.)

SKILLS

Residential HomesInvestment PropertiesRegulatory RequirementsWorking with InvestorsInvestmentsInvestmentFinancial RiskAsset ManagementClient Retention ProgramsStrategic PartnershipsMarket AnalysisValuationStaff DevelopmentTraining and DevelopmentTeam LeadershipReal Estate Owned (Reo)Client RelationsDue DiligenceSellersAnalysisMortgage ServicingProcess ImprovementSalesShort SalesInvestment StrategiesPropertyExecutive Presentation SkillsMarket ResearchMortgage LendingInvestment ResearchStrategic PlanningLoss MitigationData AnalysisResearchReal EstateForeclosuresMortgage BankingReoPortfolio ManagementSelling

ABOUT STEVEN ASTIN

Senior Relationship Manager at Morgan Stanley

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