Financial Resolution Specialist

Shamrock Trading Corporation; Overland Park (KS); On-site; USD 42,000 - 56,000; Full time

Job summary

Shamrock Trading Corporation is seeking a Financial Resolution Specialist to manage debtor relationships and drive timely resolutions. This role emphasizes a phone-first approach, strong documentation, and collaboration with the Credit Department to improve payment outcomes.

The ideal candidate has an associates degree or equivalent experience, excels in Excel, and can analyze payment trends while maintaining high-quality customer service in a team environment.

Qualifications

• Associates Degree or equivalent experience.
• Strong customer relations ability with analytical and technical skills.
• Effective data entry and PC application knowledge.

Responsibilities

• Manage relationships with debtors using a phone-first approach and email communication.
• Serve as main contact for assigned debtors and partner with external partners.
• Research lost or misapplied payments and assist with unapplied payment research.
• Build relationships with challenging debtors to improve payment performance.
• Collaborate with Credit Department to help debtors improve credit standing.
• Identify unusual payment trends and communicate with leadership.
• Work with debtors to develop solutions for resolving balances.
• Review invoices for high-risk accounts and determine resolution path.
• Request missing documentation and promote paperless billing when appropriate.
• Forward payment information to Accounting and other departments.
• Assist with buyout account collections and correspondence.
• Review processes for efficiency and innovation.
• Develop relationships with external partners to improve payment outcomes.
• Perform additional duties as assigned.

Skills

Customer service

Data analysis

Critical thinking

Problem solving

Attention to detail

Team player

Multitasking

Phone communication

Listening

Communication skills

Education

Associate degree or equivalent experience

Tools

Microsoft Office

Excel

Job description

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’llBring

• 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.