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 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: 

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
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
Must be able to physically type

Learn more about this Employer on their Career Site