Act as the primary point of contact and business partner for a dedicated portfolio of Morningstar's advisor and institutional clients via in person meetings, phone and/or email. Identify growth opportunities regionally to expand existing user base within portfolio of accounts. Achieve sales and retention goals while providing excellent service to clients. Conduct client d

Responsibilities Work in the residential mortgage finance sector, perform transaction analysis including analysis of collateral, deal structure and legal issues. Focus on key credit issues during the new issue rating process, including the implementation of credit adjustments in expected loss and cash flow models/tools as a result of pandemics or other credit related even