Customer Service Representative

Triad Financial Services, Inc.; Jacksonville (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Triad Financial Services, Inc. is seeking a Customer Service Representative to handle mortgage account inquiries and payments in a fast-paced environment. Inbound calls only, with a focus on accuracy and customer satisfaction.

The role requires 1–2 years of finance/mortgage customer service experience, escrow knowledge, and strong communication skills. Proficiency with MS Office and MSP/Black Knight is preferred. High school diploma or GED is required.

Qualifications

• 1–2 years of customer service in finance OR mortgage.
• Escrow account knowledge.
• Excellent verbal and written communication skills.
• Ability to work under pressure and meet deadlines.
• Ability to work independently and complete assignments.

Responsibilities

• Answer customer inquiries regarding mortgage accounts and take payments (inbound calls only).
• Research customer complaints, concerns and payment history and correct or adjust records as needed.
• Assist in monitoring escrow accounts for payment of taxes and insurance by mortgagor.
• Process payments.
• Discuss escrow analysis with customers.
• Update loan records as needed.
• Assorted other duties as requested by Manager.

Skills

Customer service

Mortgage industry

MSP/Black Knight

MS Excel

MS Word

Outlook

Windows PC proficiency

Education

High school diploma or GED

Tools

MSP/Black Knight

MS Excel

MS Word

Outlook

Windows PC proficiency

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Customer Service Representative

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 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
• Discuss escrow analysis
• Update loan records as needed
• Assorted other duties as requested by Manager

Minimum Qualifications:

• 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
• 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