Mortgage Receptionist

Job Description

Job Description

 

JOB SUMMARY:

The Mortgage Receptionist provides front-line reception and administrative support to the Mortgage Department. Serving as the first point of contact for clients and visitors, this role plays a key part in creating a positive experience while supporting the department's daily clerical, administrative, and operational needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Retrieve voice mail messages and forward them to appropriate personnel in a timely manner.
• Answer incoming telephone calls, determine the purpose of callers, and direct calls to the appropriate personnel or department.
• Take accurate messages and deliver them via email to appropriate personnel when they are unavailable.
• Respond to general inquiries about the organization and provide callers with information such as addresses, directions, and basic service details.
• Welcome and assist on-site visitors, determine the nature of their business, and notify appropriate personnel of their arrival.
• Schedule and manage daily appointments for all Loan Officers using Office Tracker or other designated scheduling systems.
• Maintain and update process manuals for each assigned location.
• Maintain responsibility for lobby areas, including opening and locking doors as required and ensuring the lobby remains clean, organized, and professional in appearance.
• Order and maintain office and lobby supplies to ensure adequate inventory.
• Perform general clerical duties as assigned, including filing, photocopying, scanning, and collating documents.
• Complete all position-specific compliance, regulatory, and other required training within designated timeframes.
• Perform other duties and special projects as assigned.
• Adheres to Seacoast Bank’s code of conduct.

 

EDUCATION and/or EXPERIENCE:

• High school diploma or equivalent required.
• Proficiency in Microsoft Word and Excel required.
• Ability to learn and use internal systems and office technology.
• Ability to read and interpret documents such as safety rules, operating instructions, and procedural manuals.
• Ability to write routine reports and correspondence.
• Strong verbal communication skills with the ability to speak effectively with customers, visitors, and employees.
• Professional demeanor with a strong customer service focus.

 

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.