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:
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Answer customer inquiries regarding Mortgage accounts and take payments (not a collection position, inbound calls only)
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Research customer complaints, concerns and payment history then correct or adjust records as needed
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Assist in monitoring escrow accounts for payment of taxes and insurance by mortgagor
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Process payments
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Prepare payoffs
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Discuss escrow analysis
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Update loan records as needed
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Assorted other duties as requested by Manager
Minimum Qualifications:
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Bilingual (Spanish preferred)
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Experience: 1-2 years’ customer service in the finance/mortgage industry, Escrow account knowledge
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Skills: MSP/Black Knight (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient
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Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
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Professional and welcoming phone etiquette required
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Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
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Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
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Must be responsible and reliable
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High school diploma or GED required
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Prior customer service/telemarketing experience preferred
Physical Demand:
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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.
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Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
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Must be able to talk, listen and speak clearly on telephone
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Able to sit at a work station for prolonged periods of time
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Must be able to physically type
