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Bilingual Customer Service Representative

Triad Financial Services, Inc.
Jacksonville, FL Full Time
POSTED ON 6/20/2024 CLOSED ON 7/18/2024

What are the responsibilities and job description for the Bilingual Customer Service Representative position at Triad Financial Services, Inc.?

 

Sign on bonus: $500 will be paid after 30 days and another $500.00 after 90 days. 

 

For over 50 years, Triad Financial Services, Inc. has provided extraordinary service in lending to help home owners reach their dream. Dealers Communities and Realtors alike trust Triad for world class professionalism and finding competitive rates that help their customers and clients get financing.

Triad seeks to not only provide exceptional customer service, but to be a leader in successful employee and company culture, providing our employees with an experience invested in them and dedicated to their professional growth and development.

Recently ranked #8 Best Place to Work in Jacksonville in 2021 by the Jacksonville Business Journal, Triad looks to continue to ensure that both customers and employees alike achieve their personal version of success.


Essential Duties and Responsibilities:

  • 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
  • Perform related duties as assigned by supervisor
  • Maintain compliance with all company policies and procedures

Education and/or Work Experience Requirements:

  • Bilingual (preferably Spanish)
  • Experience: 1-2 years customer service in the finance/mortgage industry, Escrow account knowledge
  • Skills: MSP/Blacknight (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
  • Excellent computer proficiency (MS Office – Word, Excel and Outlook)
  • 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
  • High school diploma or GED required
  • Prior customer service/telemarketing experience preferred

At Triad Financial Services, we: offer a promote from within culture, work life balance, opportunity for professional advancement, 401K Matching, Medical, Vision, and Dental insurance, FSA, and competitive compensation including: monthly, quarterly and yearly bonuses based on position.

Apply Now to join our Triad Team!


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