Mortgage File Reviewer

1 week ago


Basildon, Essex, United Kingdom Stonebridge Mortgage Solutions Limited Full time

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

  • Competitive starting salary, with opportunity for progression
  • Modern new offices with free car parking
  • Hybrid working (3 days Basildon office and 2 days working from home)
  • Free lunch, hot and cold soft drinks when working in the office
  • 2 days per annum additional paid leave for volunteering / charity work
  • Up to £15 per month towards a gyM/Fitness membership
  • Access to Sodexo Employee Discounts Platform
  • Bike to Work Scheme
  • Reward & Recognition Programmes
  • Company sick pay
  • Excellent Employee Assistance Programme, including free access to digital GP and private counselling services
  • Structured career path for progression

The role


The Mortgage File Reviewer (Business Standards Assessor) accepts responsibility for meeting individual performance targets, both for quantity and quality, and completing file reviews on mortgage and insurance cases created by AR firms / mortgage and protection advisers across the network.


This role is about making sure the AR firms / mortgage and protection advisers are adhering to the Stonebridge standards and operating within all relevant regulatory controls.


The Business Standards Assessor provides insight and guidance to the mortgage and protection 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

  • Engage in high performing culture within the team
  • Complete own allocation of mortgage and protections case file reviews and support other team members with their allocations as and when required
  • Meet individual targets for quantity and quality of case file reviews completed
  • Provide guidance to AR firms / mortgage and protection advisers to enable remedial items to be completed
  • Update logs / spreadsheets with details of cases managed
  • Any other tasks delegated by line manager to support the team and company as required
  • Focussed, essential for spotting compliance risks and failings in highly detailed documentation
  • High work ethic
  • Keen eye for detail
  • Probing, investigative, analytical
  • Assertive communicator
  • Ability to prioritise, manage own workload and use time productively
  • Willing and able to commute 3 days + per week to the Basildon offices
  • Previous mortgage processing or file reviewing experiece preferred but not essential
  • Able to fully satisfy the pre employment screening process which comprises of right to work, identity, 5 years referencing, AML, credit screen, financial sanctions and DBS checks.

Who we are


Part of MSS, Stonebridge Mortgage Solutions Ltd is one of the leading dedicated mortgage and protection networks in the UK with a professional community of more than 1,100 mortgage and protection advisers and 600 firms.


We aim to provide world class support and guidance utilising our cutting-edge systems and regulatory expertise and our revolutionary spirit has the customer at its heart.

**How to apply
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