Job details

Account Setup Specialist

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 is frequently recognized among the “Best Places to Work” in Kansas City and Chicago and was most recently recognized as one of America’s top 100 “Most Loved Workplaces” by Newsweek. We also have offices in Atlanta, Chicago, Dallas, Ft. Lauderdale, Houston, Laredo, Nashville, Philadelphia and Phoenix.

Responsibilities

Shamrock Trading Corporation and RTS Financial are looking for an Account Setup Specialist to join the 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. Responsibilities include but are not limited to:

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 and 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

Qualifications

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
Work-Life Balance: Competitive PTO, paid leave policies and eligibility for work from home opportunities after a 90 day introductory period
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

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Shamrock Trading Corporation Glassdoor Company Review

3.7