Client Services Representative

• 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

Explore Mortgage Administrator, Client Support at Pear Tree.. Review requirements and application details.

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