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Triad Financial Services, Inc. · 17 hours ago

Customer Service Representative (Bilingual Preferred)

Jacksonville, FL, US

Full-time

Onsite

Entry Level

1+ years exp

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. They are seeking a highly motivated and skilled Customer Service Representative (Bilingual Preferred) to join their growing team, responsible for answering customer inquiries and managing mortgage accounts.

Financial Services

Responsibilities

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

Qualification

Customer service experienceEscrow account knowledgeBilingual (Spanish)MSP/Black KnightMS Office proficiencyPhone etiquetteVerbal communicationWritten communicationWork under pressureReliability

Required

1-2 years' customer service in the finance/mortgage industry

Escrow account knowledge

Bilingual (preferably Spanish)

MSP/Black Knight (preferred)

MS Office: Excel, Word, Outlook

Able to navigate across network

Windows PC proficient

Excellent verbal and written communication skills

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

Ability to maintain a positive attitude and provide 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