Customer Service Representative - Bilingual

Triad Financial Services, Inc.; Jacksonville (FL); On-site; USD 35,000 - 50,000; Full time

Job summary

Triad Financial Services, Inc. is seeking a highly motivated bilingual Customer Service Representative to join our team in Jacksonville, Florida. This role involves answering customer inquiries, processing payments, and monitoring escrow accounts.

The ideal candidate should have 1-2 years of customer service experience in the finance/mortgage industry and possess excellent communication skills. A high school diploma or GED is required, along with a professional phone etiquette.

Qualifications

• 1-2 years of customer service experience in finance/mortgage industry.
• Ability to work under pressure and meet deadlines.
• Excellent verbal and written communication skills.

Responsibilities

• Answer customer inquiries regarding mortgage accounts.
• Assist in monitoring escrow accounts for payments.
• Process payments and prepare payoffs.

Skills

Bilingual (Spanish preferred)

Customer service experience

MSP/Black Knight knowledge

MS Office: Excel, Word, Outlook

Professional phone etiquette

Education

High school diploma or GED

Job description

Position Overview

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

Essential Functions

• 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

Minimum Qualifications

• Bilingual (Spanish preferred)
• Experience: 1-2 years’ customer service in the finance/mortgage industry, Escrow account knowledge
• 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

Physical Demand

• 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