Customer Service Representative - Bilingual

Job Description

Job Description

Triad Financial Services is a leading provider of financial services and solutions for manufactured home lending, serving clients nationwide. We are seeking a highly motivated and skilled Customer Service Representative, bilingual in English and Spanish, to join our growing team and advance their career.  

Essential Functions:  

• Answer customer inquiries regarding loan accounts and take payments (not a collections 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
• Payment processing
• Prepare payoffs
• Discuss escrow analysis
• Update loan records as needed
• Assorted other duties as requested by manager

Minimum Qualifications:  

• Bilingual (Spanish and English)
• Experience: 1-2 years’ customer service in the finance/mortgage industry, escrow account knowledge
• MSP/Black Knight software experience (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
• Prior customer service experience preferred

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
• 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