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On-site
Jacksonville, FL
Posted · 24.09.2026
LinkedIn Jobs US

# Customer Service Representative

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 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 Minimum Qualifications: 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 Prior customer service/telemarketing 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

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