What are the responsibilities and job description for the Underwriting Specialist position at RTS?
About Shamrock Trading Corporation
RTS is part of Shamrock Trading Corporation, a family of brands that has been serving the transportation and logistics industries since 1986. Shamrock offers factoring solutions, export financing, third-party logistics, a fuel card program and trucking technology.
Shamrock’s mission since the start has been to create value and success for our customers, our partners and our people. Strong ethics, dedication to our customers and close attention to the marketplace are critical to the success and growth of the Shamrock brands. Shamrock is headquartered in Overland Park, Kansas, with multiple offices throughout the U.S. Overland Park is a great place to live, work and play, being conveniently located within driving distance of everything Kansas City has to offer. Housed within the heart of Overland Park, our offices include 4 gorgeous towers on the East and West sides of Metcalf Ave. With a heavy community presence and a winning culture, Shamrock is a great place to work in Overland Park
Why You’ll Love Working Here
Our award-winning culture is a testament to our commitment to growth, recognition and empowerment. From day one, we prioritize employees first, encouraging them to think and act like owners and providing endless opportunities for growth and self-development, both personally and professionally. Shamrock has been recognized as one of America’s 2025 “Most Loved Workplaces” by Newsweek.
Benefits
At Shamrock, we hire bright, ambitious people and give them the tools they need for a successful, long-term career here. Shamrock also offers a premier set of benefits for employees and their families:
The role of the Underwriting Specialist is responsible for underwriting new prospects and completing risk analysis and due diligence on existing customers. This role is responsible for conducting legal research and managing UCC filings, including preparing, amending, and terminating financing statements, while ensuring accuracy and compliance. The position supports client onboarding and ongoing portfolio management through thorough risk analysis, due diligence, and review of buyout agreements. It collaborates closely with cross-functional teams to ensure smooth account transitions, maintains data accuracy across records, and upholds strict confidentiality and quality standards.
What You’ll Do
We’re so excited to connect with you! If you want to work with forward-thinking people in an award-winning culture, submit your application today.
Having trouble submitting your application? Contact us at Recruiting@shamrocktradingcorp.com for support.
#rts
RTS is part of Shamrock Trading Corporation, a family of brands that has been serving the transportation and logistics industries since 1986. Shamrock offers factoring solutions, export financing, third-party logistics, a fuel card program and trucking technology.
Shamrock’s mission since the start has been to create value and success for our customers, our partners and our people. Strong ethics, dedication to our customers and close attention to the marketplace are critical to the success and growth of the Shamrock brands. Shamrock is headquartered in Overland Park, Kansas, with multiple offices throughout the U.S. Overland Park is a great place to live, work and play, being conveniently located within driving distance of everything Kansas City has to offer. Housed within the heart of Overland Park, our offices include 4 gorgeous towers on the East and West sides of Metcalf Ave. With a heavy community presence and a winning culture, Shamrock is a great place to work in Overland Park
Why You’ll Love Working Here
Our award-winning culture is a testament to our commitment to growth, recognition and empowerment. From day one, we prioritize employees first, encouraging them to think and act like owners and providing endless opportunities for growth and self-development, both personally and professionally. Shamrock has been recognized as one of America’s 2025 “Most Loved Workplaces” by Newsweek.
Benefits
At Shamrock, we hire bright, ambitious people and give them the tools they need for a successful, long-term career here. Shamrock also offers a premier set of benefits for employees and their families:
- Training and Development: Ongoing training and professional development opportunities
- Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits
- Salary: Individual compensation packages may reflect applicable experience, job-related skill, training and/or education
- Financial: Generous company 401(k) contributions and employee stock ownership after one year
- Work-Life Balance: Competitive PTO and work-from-home opportunities after an introductory period
The role of the Underwriting Specialist is responsible for underwriting new prospects and completing risk analysis and due diligence on existing customers. This role is responsible for conducting legal research and managing UCC filings, including preparing, amending, and terminating financing statements, while ensuring accuracy and compliance. The position supports client onboarding and ongoing portfolio management through thorough risk analysis, due diligence, and review of buyout agreements. It collaborates closely with cross-functional teams to ensure smooth account transitions, maintains data accuracy across records, and upholds strict confidentiality and quality standards.
What You’ll Do
- Perform legal research on UCC filings, judgments, liens, and tax obligations
- File UCC-1 Financing Statements and amendments
- Complete risk analysis and due diligence review of prospective new clients.
- Complete UCC Tasks to terminate outstanding UCC’s from competitors, banks, and other UCC’s for prospective RTS Clients.
- Perform more in-depth risk analysis for prospective new carriers who are looking to combine with current RTSF Clients within Underwriting CCG parameters.
- Complete additional risk analysis on current clients. Both within the RTSF Cone process and clients that need additional due diligence review.
- Review competitor buyout agreements to ensure company standards are met
- File UCC-3 amendments for RTSF clients leaving RTS.
- Maintain quality standards and confidentiality on all projects, client, and company matters
- Work closely with the Onboarding, Sales Coordinators, Transition, Risk and Operations teams to ensure proper communication and flow of incoming accounts.
- Review SOS sites quarterly for updates and accuracy with RTS client’s ownership structure.
- Train new hires as needed.
- Other duties as assigned.
- 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
We’re so excited to connect with you! If you want to work with forward-thinking people in an award-winning culture, submit your application today.
Having trouble submitting your application? Contact us at Recruiting@shamrocktradingcorp.com for support.
#rts