Customer Service Representative

About the role

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Customer Service Representative to join our growing team.

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

Requirements

• Experience: 1-2 years’ customer service in the finance/mortgage industry, Escrow account knowledge
• High school diploma or GED required
• Prior customer service/telemarketing experience preferred

Ability to safely and successfully perform the essential job functions, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance. 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.

Qualifications

• 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