Bilingual Customer Service Rep Job at Triad Financial Services Inc, Jacksonville, FL

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  • Triad Financial Services Inc
  • Jacksonville, FL

Job Description

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. 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
  • Prepare payoffs
  • Discuss escrow analysis
  • Update loan records as needed
  • Assorted other duties as requested by Manager

Minimum Qualifications:  

  • Bilingual (Spanish preferred)
  • 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
  • Professional and welcoming phone etiquette required
  • 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
  • Must be able to physically type

PI2b500058a53b-30492-40854472

Job Tags

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