Customer Service Representative (Bilingual)
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 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 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 ManagerMinimum Qualifications:* Bilingual (Spanish preferred)
* 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
* Prior 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 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 typePI82755e8064cf-29400-40348348