Stonebridge - Mortgage & Insurance Network
Mortgage File Reviewer
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Mortgage File Reviewer (Business Standards Assessor)
This role can be considered either with or without experience, as full training will be provided, enabling the successful candidate to acquire all of the industry-specific knowledge needed to undertake the role. Our chosen candidate will join us on a full-time, permanent basis, hybrid working, 3 days from our Derby office and 2 days working from home.
About Us
At Stonebridge, our employees tell us we are a great place to work. We are passionate about what we do, our people matter, their opinions, insights, and enthusiasm are key to our success. We value and look after people, are big on employee wellbeing, we are socially and environmentally responsible, and like to get involved in charity work. We consistently look for ways to create a better future, back each other, and, most importantly, to do the right thing.
Our Benefits
- Great company culture
- Structured career progression
- Performance-related bonus (non-contractual)
- 22 days annual leave + your birthday off + up to 3 more annual leave days linked to years of service
- Company Pension with optional matched additional contributions up to 1.5%
- Flexibility to work from home
- Free breakfast, lunch, fresh fruit snacks, hot and cold soft drinks when working in the office
- 2 days off per annum for charity/community volunteering
- 2 half days paid leave for'me time' to support mental and physical wellbeing
- 1 day paid leave for 'team time' joining your team in a volunteering/community service activity
- Full programme of employee engagement activities
- Company reward and recognition schemes
- Retail discounts and cash back platform
- Salary sacrifice schemes for home and tech, cycle to work, pension scheme
- Company sick pay
- Option to buy up to 5 additional days of annual leave
- Gym Subsidy
- Employee Assistance Programme
- £500 employee referral scheme
- Death in service insurance cover
- Critical illness insurance cover
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The Role
The Assessor accepts responsibility for completing file reviews on mortgage and insurance cases created by the AR Firms / Advisers across the network.
This role is about making sure the AR Firms / Advisers are adhering to the Stonebridge standards and operating within all relevant regulatory controls.
The Assessor provides insight and guidance to the advisers where remedial actions are required to bring the cases up to the required standard and updates all team spreadsheets, so MI is up to date for reporting.
Key Responsibilities
- In a quality and volume-based, target-driven environment, complete reviews of mortgage & insurance cases, assessing each case against a predefined, specific set of criteria
- Provide feedback and guidance on the cases reviewed, to enable remedial items to be completed by the mortgage adviser
- Review the updated cases to make sure all remedial actions have been completed satisfactorily by the Adviser
- Update logs/spreadsheets with details of cases managed and cases completed
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Our Ideal Candidate
- Previous office/admin experience preferred but not essential
- Able to remain focused and motivated reviewing lengthy, detailed documentation
- Keen eye for detail
- Probing, investigative, analytical
- Clear and articulate communicator
- Good knowledge of MS Office packages
- Ability to create MI and reporting
- Mortgage file reviewing is an advantage, but not essential
- Able to fully satisfy the pre-employment screening process, which comprises right to work, identity, 5 years referencing, AML, credit screen, financial sanctions, and DBS checks
How To Apply
If you’re looking for a role where your productivity and attention to detail are highly valued, your development is supported, and your work genuinely makes a difference, we’d be delighted to hear from you. Apply today and take the next step in your career with Stonebridge. Apply with CV and (optional) cover letter.
Diversity and Inclusion
Different backgrounds, perspectives, and experiences make us stronger.
We welcome applications from all individuals, regardless of age, disability, sex, gender identity, sexual orientation, race, religion or belief, marital or civil partnership status, pregnancy or maternity.
If you need any reasonable adjustments during the recruitment process, please let our Recruitment Team know — we’ll be happy to help.
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