Account Setup 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, Nashville and Atlanta.


RTS Financial is looking for an Account Setup Specialist to join the Sales and Operations team. This role is responsible for setting up new client accounts while acting as an interdepartmental liaison to ensure processed information is accurate and meets company standards. This position reports directly to the Onboarding Supervisor.

  • Provide excellent customer service by efficiently and accurately constructing client accounts in Cadence, while utilizing CRM and client-provided documents to identify potential red flags
  • Improve customer experience by ensuring quick funding and a seamless transition from Sales to Operations
  • Setup new bank accounts, fuel cards, and bank changes
  • Execute rate changes and other contractual terms with complete accuracy, attention to detail and compliance with legal regulations
  • Monitor Documentation inbox and process requests in a timely manner
  • Monitor Needed-to-Fund task report, New Account Setup chat, and Procover notes – update opportunities in CRM and Cadence accounts as needed
  • Work closely with Buyout and Transition teams to ensure proper communication and flow of accounts
  • Set up MRA tables
  • Other duties as assigned, such as:
    • Working in the Returning Clients Queue
    • Monitoring CONE tasks
  • Display a sense of urgency and engagement while maintaining flexibility and a positive/team player attitude
  • Provide quality internal service to other departments including Sales, Legal, Accounting, and Operations
  • Maintain excellent working relationships with other departments and members of the team
  • Take initiative in pursuing additional responsibilities and training to develop knowledge of internal operations and the industry

  • Strong customer relations ability/experience with analytical and technical skills. Detail oriented and able to use critical thinking to determine a larger issue.
  • Computer literate in Microsoft Office, basic knowledge and understanding of PC applications. Data entry skills and experience
  • Effective verbal, written and interpersonal communication skills
  • Demonstrated organizational and prioritization skills to meet deadlines and communicate results
  • Ability to work in a team environment

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