What are the responsibilities and job description for the Customer Service Representative- Bilingual position at Triad Financial Services, Inc.?
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:
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 Manager
- 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
- Bilingual (preferably Spanish)
- Prior customer service/telemarketing experience preferred
- 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 type