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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