Customer Service Representative

Triad Financial Services IncJacksonville, FL
Onsite

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 to join our growing team.

Requirements

  • 1-2 years’ customer service in the finance/mortgage industry
  • Escrow account knowledge
  • 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

Nice To Haves

  • MSP/Black Knight (preferred)
  • Bilingual (preferably Spanish)
  • 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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