Receptionist

Job Description

Job Description

PRIMARY PURPOSE:

This position serves as the company’s receptionist, responsible for answering phones and assisting customers and the public with information about the company's products. In addition to front desk duties, this role provides high-level customer service to both internal and external clients. The position also supports the Administrative Services Department with event coordination, office supply orders, and reporting, while offering administrative assistance to the Loan Servicing Department and the President & COO.

MINIMUM QUALIFICATION REQUIREMENTS

• High school diploma or equivalent.
• Strong customer service skills with the ability to effectively interact with both internal and external customers.
• Willingness to learn basic banking and mortgage loan concepts.
• Comfortable answering phones and handling front desk duties.
• Ability to prioritize tasks and manage multiple projects.
• Strong organizational skills with attention to detail.
• Basic computer skills, including familiarity with MS Word and Excel.
• Ability to follow instructions and communicate clearly, both verbally and in writing.

ESSENTIAL FUNCTIONS:

• Answer phone calls, providing information about the company’s products and services, including customer service and mortgage hotlines. Direct callers to the appropriate branch, loan officer, or department.
• Perform standard receptionist duties, such as managing visitor access, issuing badges, and delivering exceptional customer service.
• Provide administrative support to the President & COO, including managing calendars, coordinating meetings and events, and handling expense reports.
• Receive and distribute incoming mail and deliveries, documenting them on a log sheet or via email.
• Manage and maintain the postage machine, including updating and adding funds. Balance and input Business Reply Mail and complete month-end reporting.
• Communicate effectively with vendors, internal staff, and external customers.
• Order office supplies, stationery, brochures, and other printed materials, maintaining inventory and sending out end-of-month reminders (e.g., paper orders, early mail pickup).
• Help check and manage inventory and distribution logs for branches, Branch Administration, and relevant departments.
• Assist with preparing for company events and meetings, which may include setting up tables, chairs, and equipment, as well as dishwashing and dish prep.
• Support the Administrative Services Manager in planning and executing company events and activities.
• Provide additional support within the department as needed.
• Assist the Loan Servicing department with administrative tasks.
• Help with loan document imaging, including downloading, scanning, naming, and digital filing.
• Assist with basic data entry and report generation.
• · Handle non-technical customer inquiries related to loan servicing and follow up as needed.

OTHER FUNCTIONS:

• Performs all other tasks, as assigned.