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Job Description

The Receptionist serves as the first point of contact for clients, visitors, and partners at our mortgage company. This role is critical in creating a welcoming environment and ensuring smooth front-office operations. The ideal candidate is professional, organized, and customer-focused, with strong communication skills and the ability to multitask in a fast-paced setting.

Key Responsibilities

Front Desk Management: Greet clients and visitors promptly and professionally; manage check-in procedures.

Phone & Email Handling: Answer and direct incoming calls; respond to general inquiries via email.

Scheduling & Coordination: Assist in scheduling appointments for loan officers and other staff; maintain conference room calendars.

Document Handling: Receive, sort, and distribute mail; manage courier services and incoming packages.

Customer Service: Provide basic information about mortgage services and direct clients to appropriate team members.

Administrative Support: Assist with data entry, filing, and maintaining office supplies inventory.

Compliance & Confidentiality: Ensure sensitive client information is handled in accordance with company policies and regulatory requirements.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

1–2 years of experience in a receptionist or administrative role