Front Desk and Partner Relations Assistant

Job Overview

Are you the person who makes people feel comfortable the moment they walk into a room? Do you enjoy talking on the phone, remembering the little details about people, and keeping relationships going?

Heritage Reverse Mortgage is looking for a friendly, dependable person to be the first voice callers hear and the first face visitors see. You’ll help people feel welcome, make sure calls reach the right person, and stay in touch with referral partners we already know. You’ll also help our office and marketing manager with administrative tasks.

What you’ll do

• Welcome clients, referral partners, and other visitors to our office.
• Answer incoming calls with warmth and professionalism. Learn what callers need, connect them with the right person, and take clear messages.
• Help manage the president’s calls and schedule by recognizing what needs immediate attention and what can be handled by another team member.
• Call established referral partners to check in, strengthen the relationship, and ask whether they have any clients we may be able to help.
• Keep accurate notes and follow-up reminders so conversations don’t fall through the cracks.
• Assist with scheduling, office coordination, marketing projects, and other administrative work as needed.

You may be a great fit if you:

• Genuinely enjoy talking with people and make others feel at ease.
• Sound warm and confident on the phone.
• Are comfortable making calls instead of putting them off.
• Can turn a friendly conversation into a clear next step without sounding pushy.
• Use good judgment, protect confidential information, and know when to ask for help.
• Stay organized and follow through, even when the front desk gets busy.
• Write clear emails and are comfortable learning office software and a CRM system.

Experience in a front desk, client service, or relationship-focused role is helpful. Mortgage experience is not required. We can teach you our business; we’re looking for someone who brings warmth, initiative, and good judgment to every conversation.

About Heritage Reverse Mortgage

We help older homeowners understand their options and make informed decisions about using home equity in retirement. We take the time to listen, explain things clearly, and treat people with respect. The person in this role will help set that tone from the first hello.

We generally promote from within and this position comes with strong advancement potential. It also offers commissions in additiona to the base wage.

To apply, send your résumé and a short note telling us why you’d enjoy a role centered on conversations and relationships.

Pay: From $16.00 per hour

Expected hours: 30.0 – 40.0 per week

Benefits:

• 401(k) matching
• Flexible schedule
• Paid time off

Application Question(s):

• This role includes calling current referral partners to check in and ask whether they have clients we may be able to help. Are you comfortable making these type of check in calls?

Work Location: In person