Stonebridge Mortgage Solutions Limited

Quality & Compliance Mortgage File Reviewer

Stonebridge Mortgage Solutions Limited

United Kingdom
Sep 15th, 2022
£ 21,000 / Year

We’re one of the largest independent mortgage and protection networks in the UK, serving a professional community of around 820 mortgage advisers. Our core purpose is to help our member firms deliver brilliant service and successfully grow their businesses. We never forget their needs and ambitions and we work closely with them to achieve their goals. We believe that our supportive culture and team is what truly sets our business apart from other mortgage networks. Stonebridge is growing all the time and now has over 100 dedicated employees to ensure that our member firms get the support they need. To support our growth ambitions, we recruit in a wide range of client facing and support roles, from customer services, business standards, onboarding and business development.


With a wealth of experience, moneyQuest specialises in mortgage and protection, advising thousands of customers each year. Based in Basildon, our qualified advisers are specialists in new build and remortgaging, working closely with clients to help ensure they get access to the best possible rates, and finding them the right protection product choice for their lifestyle. moneyQuest’s clients are at the forefront of everything we do, so we work flexibly around their busy lives. We invest in comprehensive training and support, so you have a real understanding of what our customers need.


Central to our network proposition is our wholly owned ‘Revolution’ software, which includes a wealth of tools and systems designed to free up the adviser’s time to focus on giving mortgage and protection advice. As a developer or test analyst working for Revolution, you’ll be at the forefront of all our client innovation, ensuring our digital products function with the utmost ease and efficiency, as well giving the client a great user experience.

9 Lords Court
SS13 1SS

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

  • £21,000 starting salary
  • Hybrid working / fully home working for remote workers
  • Casual dress
  • Up to £15 per month towards a gym / fitness memembeship
  • 2 days per annum for volunteering / charity work
  • Free lunch, hot and cold soft drinks in the office
  • Access to Sodexo Employee Discounts Platform
  • Bike to Work Scheme
  • Reward & Recognition Programmes
  • Study Support

The role
The Quality & Compliance Mortgage File Reviewer (Q&R Assessor) deals directly with the UK-wide network of professional mortgage and insurance Advisers, in relation to residential and buy to let mortgage case files and their compliance with; operating procedures, the Stonebridge Performance Management System and the FCA regulatory requirements.
The role focuses on reviewing complex mortgage and insurance cases, providing phone and email support and feedback – often acting as a ‘go between’ from the AR Firms / Advises and the company’s Audit team.
The Q&R Assessor is also responsible for ensuring all team MI spreadsheets are up to date and running MI reports, as well as monitoring competence levels among the AR firms in the network.
Key responsibilities

  • Check complex mortgage and insurance cases and provide guidance to advisers by phone/email to get cases completed
  • Liaise with advisors and Senior Audit where required to resolve case issues
  • Speak with advisers to give feedback and guidance on file reviews and confirm actions required (confirming in writing)
  • Keep team logs and spreadsheets up to date
  • Produce Management Information reports (MI) for Senior Management Team (SMT) review
  • Ensure competence standards met and maintained

Our ideal candidate

  • Experience of managing the more complex case files
  • Experience collating and analysing MI data.
  • Experience managing logs and databases and accurate data entry.
  • Probing, investigative, analytical
  • Keen eye for detail
  • Ability to communicate effectively, both written and oral
  • The ability to manage your own workload, prioritising tasks and using time productively
  • A willingness to learn and develop skills and knowledge
  • Knowledge of MS office package
  • Financial services experience an advantage.
  • Eligibility to work in the UK and everything it takes to successfully complete pre-employment screening.

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 950 mortgage advisors and 450 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.
2021 ended with tremendous growth; mortgage applications were up 16%, arranging +£10.7bn of lending with completion figures +£2.6bn – a record 32% year-on-year increase, while life applications were 24% up on 2020.
The network received the Financial Reporter Best Network award across two consecutive years (2020/21), further, to becoming the 2021 Moneyfacts Mortgage Network of the Year and Rob Clifford, our CEO awarded the British Mortgage Award for Best Network Leader.
How to apply
Tell us why this job got your name on it and attach your CV.
If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know within your covering letter.
Individuals with different cultures, perspectives and experiences are at the heart of the way SDL Surveying & Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.

Job Type: Full-time

Salary: £21,000.00 per year

If you require alternative methods of application or screening, you must approach Stonebridge Mortgage Solutions Limited directly to request this, as we're not responsible for the employer's application process.

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