Job Description
Position Overview -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 neededAssist in monitoring escrow accounts for payment of taxes and insurance by mortgagorProcess paymentsPrepare payoffsDiscuss escrow analysisUpdate loan records as neededAssorted other duties as requested by ManagerMinimum Qualifications: -Bilingual (Spanish preferred)Experience: 1-2 years' customer service in the finance/mortgage industry, Escrow account knowledgeSkills: MSP/Black Knight (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficientExcellent verbal and written communication skills, including ability to effectively communicate with internal and external customersProfessional and welcoming phone etiquette requiredMust be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer serviceAbility to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practicesMust be responsible and reliableHigh school diploma or GED requiredPrior customer service/telemarketing experience preferredPhysical 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 standardsMust be able to talk, listen and speak clearly on telephoneAble to sit at a work station for prolonged periods of timeMust be able to physically typePI3b6dc26012d6-4472