Customer Service Representative

Triad Financial Services; Jacksonville (FL); On-site; USD 36,000 - 42,000; Full time

Job summary

Triad Financial Services, Inc. is seeking a Customer Service Representative to handle mortgage account inquiries, process payments, and support escrow analyses from the Jacksonville office. This role focuses on accuracy, responsiveness, and maintaining high customer satisfaction.

The ideal candidate has 1–2 years in finance/mortgage customer service, solid MS Office skills, and the ability to work independently under pressure while delivering reliable service.

Qualifications

• 1-2 years in customer service in finance/mortgage.
• Experience with escrow accounts preferred.
• Strong written and verbal communication skills.

Responsibilities

• Answer inquiries about mortgage accounts and take payments (inbound).
• Research complaints and payment history; correct records as needed.
• Monitor escrow accounts for tax and insurance payments.
• Process payments and discuss escrow analysis.
• Update loan records and perform related duties.

Skills

Customer service

Mortgage industry knowledge

MS Office (Excel, Word, Outlook)

MSP/Black Knight (preferred)

Verbal and written communication

Ability to work under pressure

Independent work

Reliable

Education

High school diploma or GED

Tools

MSP/Black Knight

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

LOAN SERVICING Jacksonville, FL, US

2 days ago Requisition ID: 1349

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