
Financial Resolution Specialist
Shamrock Trading Corporation
- 🇺🇸 United States
- On-site
- 1 day ago
- Excel
1 day ago
Not enough detail in this posting to match
About the RoleÂ
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.Â
What You’ll DoÂ
- 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.Â
What You’ll BringÂ
- 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