Team Leader: Mortgage Pipeline Efficiency

Recruiter:

The Legends Agency

Job Ref:

Team Leader: Mortgag..

Date posted:

Monday, December 8, 2025

Location:

Cape Town, South Africa

Salary:

Monthly salary, Bonus, remote

SUMMARY:
Remote

POSITION INFO:

Location: South Africa
Salary: R35,000 R70,000 per month (CTC)
Type: Full-time, permanent

Role overview

An established, high-performing international mortgage brokerage is growing its case management function and is looking for a hands-on Team Leader to take ownership of mortgage pipeline efficiency, quality, and compliance.

In this role, you''''ll lead and develop a team of 8 Mortgage Coordinators across multiple regions and time zones:

2 full-time coordinators (South Africa)
1 full-time coordinator (UK)
5 remote coordinators (Philippines/Far East)

You''''ll be the operational driver ensuring applications move faster, submissions improve, and standards stay consistently high while acting as the escalation point for complex files and lender queries.

Key responsibilities

Improve pipeline velocity and submission quality to UK lenders
Identify, resolve, and prevent bottlenecks in the mortgage application process
Run daily/weekly pipeline reviews, assigning actions and ensuring follow-through
Complete regular compliance and file quality checks using GoHireLevel
Track KPIs, monitor output, and calculate monthly performance-based commission (coordinators and consultants)
Coach, motivate, and develop the team (1:1s, performance reviews, training plans, morale initiatives)
Escalation point for complex cases and lender queries
Drive strong collaboration between coordinators and 56 UK-based mortgage consultants
Map and continuously improve the client journey from application to completion
Produce management reporting on pipeline health, conversions, and team performance

Essential requirements

2-3+ years of people-management experience leading a team of 5+ (financial services environment)
Strong experience in UK mortgage processing/case management (expat mortgages advantageous)
Sharp attention to detail with a proactive, problem-solving mindset
Proven ability to improve processes, efficiency, and quality standards
Comfortable operating across South Africa / UK / Far East time zones
Advanced CRM capability (strong advantage if you''''ve worked with mortgage-focused CRMs)
Excellent English communication skills (written and verbal)
Highly organised, target-driven, and confident working with data/KPIs

Desirable

Background in a mortgage brokerage or packager environment
Understanding of South African payroll/employment practices (useful for commission calculations)
CRM: GoHireLevel

What''''s on offer

Market-related basic salary (shared with shortlisted candidates)
Performance-related team bonus
Permanent role with remote/hybrid flexibility (SA-based)
Strong growth opportunity in a specialist international mortgage environment
Ongoing training and a clear progression path

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