Mortgage Administrator, Client Support

Pear Tree.

. Work through the daily case queue systematically and follow up on all outstanding actions .

Posted 10/16/2026full-timeRemote • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing mortgage applications and client interactions while maintaining meticulous records and confidentiality. Proficient in using cloud-based platforms like GoHighLevel to enhance operational efficiency and client follow-up processes.

Highest-signal resume keywords

UK Mortgage Process FamiliarityGoHighLevel CRM ExperienceStrong Organisational SkillsExceptional Spoken And Written EnglishAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Self-MotivatedConfident Telephone MannerAbility To Manage Multiple Cases

Tools & Technologies

GoHighLevel CRMCloud-Based Platforms

Industry Keywords

Financial Services AdministrationMortgage ApplicationsClient Confidentiality

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Work through the daily case queue systematically and follow up on all outstanding actions
Proactively contact lenders, valuers, and solicitors to keep mortgage applications progressing efficiently
Monitor case updates, maintain meticulous records, and flag delays or missing information promptly
Provide operational assistance to the UK administration team during peak periods and holidays
Respond swiftly to incoming website and digital marketing enquiries
Conduct initial, welcoming phone conversations with potential clients and arrange appointments with mortgage advisers
Keep initial discussions focused strictly on contact and booking, leaving regulated advice to the advisers
Record all contact attempts, outcomes, and scheduled appointments in the GoHighLevel CRM system
Maintain timely follow-ups with prospective clients who are not yet ready to proceed, following agreed processes

Requirements

What you’ll need

Familiarity with the UK mortgage process or prior administration experience in financial services is highly desirable
Exceptional spoken and written English with a clear, natural, and confident telephone manner
Strong organisational skills and high attention to detail, with a proven ability to manage multiple cases simultaneously
Highly self-motivated in following up on outstanding tasks and acting quickly on time-sensitive incoming enquiries
Comfortable learning and using cloud-based platforms and maintaining accurate data; GoHighLevel experience is a plus
Able to work autonomously from home while collaborating seamlessly with a UK-based team
Maintaining strict confidentiality with client financial data