Underwriting Specialist

Finance/Customer Service Overland Park, Kansas


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 and Nashville.


RTS Financial is looking for an Underwriting Specialist. This role is responsible for underwriting new prospects and completing risk analysis and due diligence on existing customers.  The ideal candidate will be a highly motivated and organized self-starter with outstanding written and verbal communication skills.

  • Perform legal research on UCC filings, judgments, liens, and tax obligations
  • File UCC-1 Financing Statements and amendments
  • Maintain quality standards and confidentiality on all projects, client, and company matters
  • Analyze corporate documents such as bylaws, articles, and operating agreements
  • Assist with corporate governance, secretarial duties, real estate matters, risk management, legal support, etc.
  • Complete risk analysis and full due diligence review on existing customers and prospects
  • Develop and implement processes to support document controls and safeguards
  • Develop working knowledge of various business operations in other countries
  • Detect and resolve issues involving account irregularities
  • Partner in developing strategies to achieve company growth
  • Work to keep all parties (leadership/sales/operations) apprised of progress and/or issues
  • With training, review agreements, and revise as needed
  • Other duties as assigned

  • Ability to remain ethical and objective while exercising independent judgment
  • Ability to work and learn independently and meet deadlines
  • Detail-oriented and able to use critical thinking to determine a larger issue
  • Must be flexible and able to adapt to constantly changing priorities
  • Effective verbal, written and interpersonal communication skills

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