Customer Service Representative (Bilingual Preferred)

Triad Financial Services IncJacksonville, FL
1d

About The Position

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Customer Service Representative (Bilingual Preferred) to join our growing team.

Requirements

  • Experience: 1-2 years’ customer service in the finance/mortgage industry, Escrow account knowledge
  • Bilingual (preferably Spanish)
  • Skills: MSP/Black Knight (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient
  • Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
  • Professional and welcoming phone etiquette required
  • Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
  • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
  • Must be responsible and reliable
  • High school diploma or GED required
  • Prior customer service/telemarketing experience preferred
  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
  • Must be able to talk, listen and speak clearly on telephone
  • Able to sit at a work station for prolonged periods of time
  • Must be able to physically type

Nice To Haves

  • MSP/Black Knight (preferred)
  • Prior customer service/telemarketing experience preferred

Responsibilities

  • Answer customer inquiries regarding mortgage accounts and take payments (not a collection position, inbound calls only)
  • Research customer complaints, concerns and payment history then correct or adjust records as needed
  • Assist in monitoring escrow accounts for payment of taxes and insurance by mortgagor
  • Process payments
  • Prepare payoffs
  • Discuss escrow analysis
  • Update loan records as needed
  • Assorted other duties as requested by Manager
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