File Review Specialist

Plymouth, Devon

Responsible Life

04 June 2024

Job title: File Review Specialist

Contract type: Permanent

Working style: Hybrid

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Join the dynamic and award-winning team at Responsible Life, a leading specialist in later life lending in the UK. We are currently seeking File Review Specialist to play a crucial role in our File Review Team, ensuring the highest standards in our network of Advisers.

In collaboration with our dedicated team of Administrators, this position involves the meticulous assessment of case files, ensuring both the suitability and accuracy of information and advice provided to our valued customers. As a Mortgage File Checker, you will also be responsible for identifying potential risks before final file sign-off.

Key Responsibilities:

  • Conduct thorough case file reviews to uphold the highest standards
  • Evaluate the suitability and accuracy o advice provided and information gathered
  • Identify and communicate potential risks based on the advice provided
  • Collaborate with Advisers daily, offering relevant assistance with processes
  • Maintain internal communication with the Compliance team regarding any issues or concerns
  • Sign off on files as completed once reviewed

As a File Review Specialist, you will bring a meticulous and detail-oriented approach, backed by previous experience in roles where methodical work and high concentration levels are essential. We are seeking individuals who thrive in a bustling work environment, and enjoy providing support to colleagues.

Experience, Attributes & Qualifications:

  • CeMAP and CeRER qualification is an essential requirement for this role
  • Exceptional attention to detail with a systematic work approach
  • Ability to work independently and collaboratively within a team
  • Excellent IT skills
  • Strong communication skills – both written and verbal

Apply now