Inbound Mortgage Customer Support Specialist

Triad Financial Services, Inc.; 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

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.