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. is seeking a motivated Bilingual Customer Service Representative to join our Jacksonville team. In this role, you will handle inbound mortgage account inquiries, process payments, and assist with escrow account activities while delivering exceptional service.

The ideal candidate has 1–2 years of customer service experience in finance or mortgage, strong communication skills, and fluency in Spanish. Knowledge of escrow and mortgage systems is a plus.

Qualifications

• 1–2 years of customer service in finance or mortgage.
• Knowledge of escrow accounts is a plus.
• Proficient with MS Office and basic computer navigation.
• Bilingual Spanish preferred.

Responsibilities

• Handle inbound mortgage account inquiries and process payments.
• Research complaints and adjust records as needed.
• Monitor escrow accounts for tax and insurance payments.
• Update loan records and discuss escrow analysis.
• Perform other duties as assigned by Manager.

Skills

Customer service

Communication

Ability to work under pressure

Bilingual Spanish

Education

High school diploma or GED

Tools

MSP/Black Knight

Microsoft Excel

Microsoft Word

Microsoft Outlook

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

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