Mortgage Administrator, Client Support

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Systematically process the daily case queue and ensure all outstanding actions are followed up on

• Proactively reach out to lenders, valuers, and solicitors to facilitate the smooth progression of mortgage applications

• Keep track of case updates, uphold detailed records, and promptly identify delays or missing information

• Provide operational support to the UK administration team during busy periods and holidays

• Respond promptly to inquiries received through the website and digital marketing channels

• Conduct initial, friendly phone conversations with potential clients and set up appointments with mortgage advisers

• Ensure initial discussions concentrate solely on contact and booking, deferring regulated advice to the advisers

• Document all attempts at contact, outcomes, and scheduled appointments in the GoHighLevel CRM system

• Follow up in a timely manner with prospective clients who are not yet ready to move forward, adhering to established processes

⛳️ Requirements

• A background in the UK mortgage process or prior administrative experience in financial services is highly advantageous

• Outstanding spoken and written English, with a clear, natural, and confident telephone presence

• Excellent organizational abilities and a keen attention to detail, with a demonstrated capacity to manage multiple cases at once

• Highly self-driven in pursuing outstanding tasks and responding swiftly to time-sensitive inquiries

• Comfortable with learning and utilizing cloud-based platforms while maintaining accurate data; familiarity with GoHighLevel is a plus

• Capable of working independently from home while effectively collaborating with a UK-based team

• Commitment to maintaining strict confidentiality regarding client financial information

🏝️ Benefits

• Competitive salary and performance-based incentives

• Opportunities for professional development and career advancement

• Flexible working arrangements to promote work-life balance

• Supportive and collaborative team environment