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Correspondence Index Specialist

Triad Financial Services, Inc.
Jacksonville, FL Full Time
POSTED ON 3/11/2026 CLOSED ON 4/26/2026

What are the responsibilities and job description for the Correspondence Index Specialist position at Triad Financial Services, Inc.?

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 Correspondence Indexing Specialist to join our growing team.

Essential Functions and Education/Experience Requirements: 

  • Categorizes incoming correspondence and index loan documents into the imaging system
  • Assist with logging correspondence received through multiple channels into servicing systems
  • Ability to work and navigate through several different systems and applications
  • Business writing experience
  • Flexible and willingness to adapt to change
  • Microsoft Office proficient
  • Mortgage servicing experience (2 years)
  • Responsible for logging and tracking of complaints and social media reviews
  • High attention to detail
  • Ability to multi-task and consistently meet multiple deadlines
  • Utilizes knowledge of mortgage loan documentation and escrow; RESPA and FCRA (Fair Credit Reporting Act)

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.
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
  • Able to sit at a work station for prolonged periods of time

Salary.com Estimation for Correspondence Index Specialist in Jacksonville, FL
$40,474 to $52,326
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