Customer Service Representative- Bilingual

Triad Financial Services Inc; Jacksonville (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Triad Financial Services Inc in Jacksonville, FL is seeking a bilingual Customer Service Representative to manage mortgage accounts, process payments, and discuss escrow analyses. The role requires 1–2 years in finance/mortgage customer service, escrow knowledge, and MS Office skills.

Spanish language ability is preferred for serving diverse customers. You will update loan records, respond to inquiries, and support escrow monitoring in a fast-paced environment.

Qualifications

• 1–2 years of customer service experience in finance/mortgage.
• Experience with escrow accounts and MS Office proficiency.
• Excellent verbal and written communication skills in English; Spanish preferred.
• Ability to work under pressure and meet deadlines while delivering quality service.
• High school diploma or GED required.

Responsibilities

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

Skills

Customer service

Bilingual Spanish

Mortgage industry knowledge

Escrow knowledge

Ability to work under pressure

Education

High school diploma or GED

Tools

MS Excel

MS Word

MS Outlook

MSP/Black Knight (preferred)

Windows PC proficient

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.

Full Time Jacksonville, FL, US

4 days ago Requisition ID: 1329

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. 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
• 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
• Bilingual (preferably Spanish)
• 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