Transition Representative

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

The Transition Representative must be able to perform the following tasks, among others:

  • Provide excellent customer service by efficiently and accurately entering client data in Cadence, while utilizing Salesforce and client-provided documents to identify potential red flags and how to best serve the client.
  • Execute contract amendments, rate setup/changes, MRA setups, and new bank account setups with complete accuracy and attention to detail.
  • Process Reserve Releases, Move to Exits, and Letters of Release with accuracy and attention to detail while preventing potential loss situations.
  • Complete Incoming/Outgoing buyouts with other factors through aging verification, data entry and noting potential risk factors/red flags with complete accuracy.
  • Coordinate account on-boarding by facilitating communication between sales representatives, sales coordinators, legal counsel, accounting specialists and outside companies in a professional manner.
  • Upload of the aging, calculate and manipulate reserves to generate the buyout calculations, generate clear concise update information via email to the sales reps & upper management with minimal errors.
  • Display a sense of urgency and engagement, while maintaining flexibility and a positive/team player attitude.
  • Take initiative in pursuing additional responsibilities and training to develop knowledge of internal operations and the industry.
  • Provide quality internal service to other departments including Sales, Legal, and Accounting.
  • Maintain excellent working relationships with other departments, and members of the team.
  • Work with Supervisor and Manager to review existing processes and procedures and strive to develop the most efficient processes with the best, lasting impact to the Transition group.

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

  • Bachelor’s Degree in Business or Transportation.
  • Strong customer relations ability/experience with analytical and technical skills. Detail oriented and able to use critical thinking to determine to 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 
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