Correspondence Specialist

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 Correspondence Specialist to join our growing team.


Essential Functions:

• Ability to work and navigate through several different systems and applications
• Flexible and willingness to adapt to change
• Responsible for logging and tracking of complaints and social media reviews
• Ability to handle customer complaints, provide appropriate solutions and alternatives within the time limits.
• Meet department goals
• Ability to conduct an investigation and study of materials and sources in order to establish facts and reach conclusions
• High attention to detail
• Ability to multi-task and consistently meet multiple deadlines
• Conducts general research including, but not limited to, verifying loan data such as payments posted, ARM (Adjustable Rate Mortgage) adjustments, escrow disbursements, escrow analysis and loan balance information.
• Works closely with internal departments to resolve inquiry, dispute or complaint
• Generates response letters in accordance with RESPA (Real Estate Settlement and Procedures Act) /CFPB (Consumer Financial Protection Bureau)
• Utilizes knowledge of mortgage loan documentation and escrow; RESPA and FCRA (Fair Credit Reporting Act)
• Categorizes incoming correspondence and follow established assignment / escalations process

• Business writing experience
• Mortgage servicing experience (2+ years)
• Microsoft Office proficient

• 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