About the role

  • Customer Service Representative at Triad Financial Services managing mortgage inquiries and payments. Requires strong finance customer service skills and ability to operate under pressure.

Responsibilities

  • Answer customer inquiries regarding Mortgage accounts
  • Take payments (not a collection position, inbound calls only)
  • Research customer complaints, concerns and payment history
  • Correct or adjust records as needed
  • Assist in monitoring escrow accounts for payment of taxes and insurance
  • Process payments
  • Prepare payoffs
  • Discuss escrow analysis
  • Update loan records as needed
  • Assorted other duties as requested by Manager

Requirements

  • 1-2 years’ customer service in the finance/mortgage industry
  • Escrow account knowledge
  • MSP/Black Knight preferred
  • MS Office: Excel, Word, Outlook
  • Able to navigate across network
  • Windows PC proficient
  • Excellent verbal and written communication skills
  • Professional and welcoming phone etiquette required
  • Must be able to work under pressure and meet deadlines
  • Ability to work independently
  • High school diploma or GED required
  • Bilingual (preferably Spanish)
  • Prior customer service/telemarketing experience preferred

Job title

Customer Service Representative

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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