Correspondence Specialist

4 weeks ago


Jacksonville, United States Triad Financial Services, Inc. Full time
Job DescriptionJob Description

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

Minimum Qualifications:

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


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