Bilingual Customer Service Rep

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 needed
• Affiliate in monitoring escrow accounts for payment of taxes and insurance by mortgagor
• Prepare payments
• Discuss escrow analysis
• Update loan records as needed
• Assist with assorted other duties as requested by Manager

Minimum 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
• Able 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 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.
• Absolutely must be able to talk, listen and speak clearly on telephone
• Absolutely must be able to sit at a work station for prolonged periods of time
• Absolutely must be able to physically type