Mortgage File Assessor

Solihull, ENG, GB, United Kingdom

Job Description

The opportunity

We are a completely independent Network for Mortgage and Protection brokers with over 850 members across the UK. As we continue to grow, we are looking to expand our Quality team of File Assessors responsible for conducting File Checks on behalf of our advisers.

While this role is hybrid, the successful candidates must reside within a reasonable distance from our Head Office in Knowle, Solihull, as they will need to work from the office at least once a week.

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Benefits of a Mortgage File Assessor

A health & dental cash plan Death in Service Company sick pay Holiday buy and sell scheme A pension scheme A staff referral scheme An adviser referral scheme A friendly, motivated team and a supportive working environment Office closure over Christmas Open and communicative relationship with management, with regular 1:1 sessions
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Responsibilities of a Mortgage File Assessor

To undertake case file reviews ensuring they meet the relevant standards set by the company To liaise daily with advisers offering help and assistance with the processes and use of the back-office systems (Acre) Communicate with the compliance team regarding concerns/issues Chasing up any outstanding compliance requirements To be able to identify any risks to the company/adviser on the advice provided
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Requirements of a Mortgage File Assessor

All candidates must have full CEMAP OR FPC 1, 2 An ER1 or CeRER qualification is desirable, though applicants without it will be considered provided they are prepared to study towards achieving it. Excellent communication skills and financial industry background Strong Mortgage, Equity Release, Private Medical Insurance and General Insurance knowledge Excellent IT skills Experience using databases Accuracy and good attention to detail Good organisational skills
Preferable but not essential:

Strong knowledge on bridging, commercials, Buy to Lets and Residential
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Salary of a Mortgage File Assessor

23,500 - 27,142 dependant on experience for our higher salary banding you must possess all the required qualifications/experience as stated above
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Working Pattern of a Mortgage File Assessor

Monday - Friday 9am - 5pm The successful candidate will be required to work from our Head Office in Knowle a minimum of once a week.
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When submitting an application to The Right Mortgage & Protection Network, you are agreeing for us to keep your details on file for 1 year after the application date. You are also agreeing you are happy for us to contact you in regards to any positions we have that may suit your skills and experience within the 1-year period. You can of course opt out at any time by contacting HR.

Job Type: Full-time

Pay: 23,500.00-27,142.00 per year

Benefits:

Health & wellbeing programme Referral programme Sick pay
Application question(s):

Do you have an Equity Release qualification, if so which one? What are your salary expectations? Have you carried out a similar role within Financial Services for a minimum of 2 years? Are you CeMAP qualified?
Work Location: Hybrid remote in Solihull B93 0NH

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Job Detail

  • Job Id
    JD3982373
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Full Time
  • Job Location
    Solihull, ENG, GB, United Kingdom
  • Education
    Not mentioned