Financial Resolution Specialist - Claims Focus

Finance/Customer Service Overland Park, Kansas


Description


Company Overview

RTS Financial, a Shamrock brand, is a factoring company that provides working capital solutions to businesses across multiple industries, primarily trucking and oilfield services. By providing accounts receivable financing, we help our customers build the cash flow necessary to grow their companies.

Shamrock Trading Corporation is the parent company for a family of brands in transportation services, finance and technology. Headquartered in Overland Park, KS, Shamrock has regularly been named one of the Kansas City Business Journal's "Best Places to Work." We also have offices in Chicago, Dallas, Laredo, Midland, Nashville and Atlanta.


Responsibilities
  • Responsible for managing Claims on behalf of the Factoring Department
  • Track high priority claims in Jira
  • Send Claim statements to brokers for updated information weekly
  • Escalate pending claims for updated information as available
  • Identify Claims contacts with brokerages and build a relationship with them
  • During excess time, assist with general Financial Resolution Specialist projects as noted below
    • Send aging reports to debtors as needed
    • Correspond with debtors that have requested 1 point of contact
    • Research lost/missing payments
    • Assist with RTS Financial Debtor unapplied research
    • Work closely with the Credit Department to help debtors improve credit scores
    • Notify the Credit Department of unusual payment trends
    • Partner with debtors to customize ways we can work together most successfully
    • Review high-risk/concerning invoices to find answers/resolutions
    • Forward payment remittance details to accounting or the department
    • Assist with buyout account collections/correspondence
    • Assist with account collections when someone is on vacation or leave
    • Review processes/procedures involving collections activity to keep gaining efficiencies
    • Send e-mail macro blasts on behalf of multiple teams in the Factoring department as directed
    • Review processes from a macro & micro perspective for understanding and to identify ways to improve
    • Additional duties surrounding helping close open/past due invoices for the Factoring department as assigned

Qualifications

Ideal candidates must possess an outgoing, dynamic personality along with strong attention to detail and the ability to work in a team environment. Candidates must possess skills in Customer Service, Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Listening, Phone Skills, Resolving Conflict, Analyzing Information, Attention to Detail, Critical Thinking, Follow-up, and Multi-tasking. Additionally, preferred candidates will possess the following:

  • Associates Degree or equivalent experience
  • Strong customer relations ability/experience with analytical and technical skills. Detail oriented and able to use critical thinking to determine the larger issue
  • Computer literate in Microsoft Office (advanced comfort in Excel is a plus), basic knowledge and understanding of PC applications. Data entry skills and experience
  • Effective verbal, written and interpersonal communication skills
  • Organizational and prioritization skills to meet deadlines and communicate results
  • Ability to work in a team environment and own projects individually
  • Comfort switching gears quickly as priorities change throughout the day/week

Benefits Package

At Shamrock we hire bright, ambitious people and give them the tools they need to be successful. By investing in training and development, we hope to become a long-term career for employees, where there are always opportunities for advancement. Shamrock also offers a premier set of benefits for employees and their families:
  • Medical: Fully-paid healthcare, dental and vision premiums for employees and eligible dependents
  • Financial: Generous company 401(k) contributions and employee stock ownership after one year
  • Wellness: Onsite gym, jogging trail and discounted membership to nearby fitness center
  • Work-Life Balance: Competitive PTO and paid leave options
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