Join a Company Where Service and Integrity Matter:
Alliance Reverse Mortgage has been helping seniors and partnering with credit unions for almost 20 years. Our mission is simple: educate, serve with integrity, and provide exceptional customer care. We're a locally owned Santa Rosa company that believes in treating our clients—and our employees—with respect.
We're looking for a friendly, organized, and dependable Receptionist/Administrative Assistant who enjoys helping people, thrives in a professional office environment, and takes pride in keeping things running smoothly. Yes, this is an in-person position.
If you're someone who enjoys being the first smile people see when they walk through the door and you love staying organized, we'd love to meet you.
What You'll Do:
Welcome clients and visitors with professionalism and warmth
Answer and direct incoming phone calls
Manage calendars and appointments
Prepare, proofread, and organize correspondence and documents
Assist with mailings, occasional local errands and perhaps credit union visits (Must have a clean DMV report)
Maintain and update client databases
Support our team with various administrative projects
Help create an outstanding experience for every client and business partner
We're Looking For Someone Who:
Has previous receptionist, administrative, customer service, or office experience
Communicates clearly and professionally, both verbally and in writing
Enjoys working with people and providing exceptional customer service
Is highly organized and pays close attention to detail
Can prioritize multiple tasks without feeling overwhelmed
Is comfortable using Microsoft Office (especially Excel, Word, and Outlook)
Is dependable, proactive, and works well independently as well as with a team
Brings a positive attitude, humility, and a genuine desire to help others
Why Join Alliance Reverse Mortgage?
We believe great people deserve a great workplace.
We offer:
Competitive hourly pay based on experience $20 to 24 hourly depending on experience
401(k) retirement plan
Paid holidays and paid sick time
A supportive, family-oriented work environment
Flexibility when life happens
Leadership that values and supports its team
Opportunity to build a long-term career with a respected local company
About Us:
Alliance Reverse Mortgage specializes exclusively in reverse mortgages and has earned the trust of credit unions throughout California. Our reputation has been built on honesty, education, and putting our clients' best interests first. We live by the credit union philosophy of "People Helping People."
We are proud to be an Equal Opportunity Employer.
Pay: $20.00 - $24.00 per hour
Benefits:
- 401(k)
- Flexible schedule
- Paid time off
- Retirement plan
Work Location: In person