Mortgage Receptionist

Mortgage Receptionist DISC Chart

Job Summary

A mortgage receptionist is an office assistant that provides mortgage companies with necessary clerical and administrative support. They often act as the first point of contact for clients and associates and represent the company in all communications. Responsibilities include answering phone calls, responding to emails, maintaining the reception area, ensuring office supplies are ordered and stocked and managing the shipping and receiving of confidential documents and packages needed for mortgage loans. Mortgage receptionists generally work part-time or full-time at an office, bank, or mortgage company.

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Personality types of a Mortgage Receptionist

Each letter of DISC represents polar personality types with correlating behaviors and characteristics. Learn more about their strengths and weaknesses, how they communicate, and more

low D - Planner

Likes to plan before taking action

low I - Supporter

Likes to work independently

high S - Stabilizer

Likes consistency

high C - Rule Follower

Likes following rules

Behavioral Qualities for a Mortgage Receptionist

Behavioral qualities make people naturally act in a certain way. Utilize people's natural behaviors and strengths at work.
  • Cooperative. Willing to collaborate.
  • Calm. Restrained and controlled.
  • Sympathetic. Interested and understanding of others.
  • Detail oriented. Attentive to all levels of detail.

Motivators for a Mortgage Receptionist

Motivators are values that drive people. To retain passionate employees, place people in a role that utilizes their values
  • Altruistic: A caring drive to benefit and support others. To tend to the altruistic drive, provide opportunities to work directly with clients and make the mortgage process as easy as possible.
  • Regulatory: A drive to maintain order and the status quo. To tend to the regulatory drive, give them ample guidelines and allow them to create their own methods for organizing administrative tasks.
  • Theoretical: A drive to learn and gain new knowledge. To tend to the theoretical drive, assign tasks that allow them to learn more about the mortgage industry and improve in their role.

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