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Shamrock Trading Corporation logo

Financial Resolution Specialist

Shamrock Trading Corporation
  • 🇺🇸 United States
  • On-site
  • 1 day ago
  • Excel

Not enough detail in this posting to match

About the Role 

RTS Financial and Shamrock Trading Corporation are looking for a Financial Resolution Specialist to join the team. Ideal candidates must possess an outgoing, dynamic personality, strong attention to detail, and the ability to work successfully in a team environment. Candidates must demonstrate skills in customer service, product knowledge, quality focus, problem-solving, market knowledge, documentation, listening, phone communication, conflict resolution, data analysis, critical thinking, follow-up, and multitasking. 

What You’ll Do 

  • Manage relationships with debtors through various collection methods, using a phone-first approach supported by email communication and debtor portals.
  • Serve as a primary point of contact for assigned debtors and build strong, productive relationships with external partners.
  • Research lost, missing, or misapplied payments and assist with unapplied payment research.
  • Build or repair relationships with challenging debtors to improve communication and payment performance.
  • Partner closely with the Credit Department to help debtors improve their credit standing.
  • Identify and communicate unusual or concerning payment trends to the Credit Department and appropriate leadership.
  • Work collaboratively with debtors to develop effective solutions for resolving outstanding balances.
  • Review open invoices for high-risk or concerning accounts and determine the appropriate path toward resolution.
  • Contact debtors regarding missing documentation and promote the use of paperless billing when appropriate.
  • Forward payment and remittance information to Accounting or the appropriate department.
  • Assist with buyout account collections and correspondence.
  • Review collection processes and procedures to identify opportunities for innovation, increased efficiency, and continuous improvement.
  • Develop strategic relationships with external partners to improve communication, accelerate issue resolution, and support positive payment outcomes.
  • Additional duties as assigned. 

What You’ll Bring 

  • 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.

Financial Resolution Specialist · Shamrock Trading Corporation

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