Escrow Clerk

Triad Financial Services, Inc.; Jacksonville (FL); On-site; USD 38,000 - 56,000; Full time

Job summary

Triad Financial Services, Inc. in Jacksonville, FL seeks an Escrow Clerk to support escrow operations, posting refunds and processing disbursements, and assisting borrowers by phone or email.

The role requires strong communication, accuracy with mortgage-related tasks, and the ability to meet deadlines while maintaining excellent customer service. Mortgage experience is required for this position.

Qualifications

• Excellent verbal and written communication with internal and external customers.
• Ability to type at least 50 WPM.
• Proficient in MS Office (Word, Excel, Outlook).
• Prior mortgage experience required.
• Capable of working under pressure and meeting deadlines.
• Ability to work independently and complete tasks within instructions.

Responsibilities

• Post refunds to escrow accounts.
• Make disbursements from escrow accounts.
• Open and scan incoming mail.
• Call Insurance companies and Agents.
• Assist borrowers via email or phone.
• Process yearly and/or interim escrow analysis.
• Call tax collectors or navigate county websites.
• Answer general insurance claim questions according to policy and procedure.
• Log, scan, and track requests in MSP system.

Skills

Communication

Typing 50 WPM

MS Office

Mortgage experience

Work under pressure

Independent work

Job description

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 Escrow Clerk to join our growing team.

Essential Functions

• Post refunds to escrow accounts
• Make Disbursements from escrow accounts
• Open and scan incoming mail
• Call Insurance companies and Agents
• Assist borrowers via email or phone
• Process yearly and or interim escrow analysis
• Calling tax collectors or navigating county websites
• Answer general insurance claim questions according to the policy and procedure
• Logging, scanning, and tracking requests in our system of record, MSP

Minimum Qualifications

• 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
• Must be able to type at a rate at least 50 WPM
• Excellent computer proficiency (MS Office – Word, Excel and Outlook+)
• Prior mortgage experience required

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