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Mortgage File Reviewer

United Kingdom, Derby 23795.00 GBP / Year · Job Posted April 20, 2026
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Job Description

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.

Job Responsibility

  • Complete reviews of mortgage & insurance cases, assessing each case against a predefined, specific 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

Requirements

  • Previous office/admin experience 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
  • 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

Nice to have

Mortgage file reviewing is an advantage, but not essential

What we offer

  • 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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