Mortgage Administrator, Client Support

• 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

• 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