Job Description
Job Description
For over 50 years, Triad Financial Services, Inc. has provided extraordinary service in lending to help homeowners reach their dream, and find competitive rates that help their customers and clients get financing. Triad Financial Services is looking for a skilled and dynamic Customer Service Representative to our loan servicing team. Bilingual candidates fluent in Spanish are strongly encouraged to apply!
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
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.