Jon Bowman

Shamrock Trading Corporation

05.2020 - Current

I oversee the daily distribution of receivables ranging from $500K to $2M to clients, with a primary focus on safeguarding our interests by meticulously analyzing day-to-day risks. this involves ensuring that we procure secure yet financially rewarding documentation.
My daily risk analysis entails meticulously examining my clients' financial records encompassing a cumulative monthly accounts receivable balance of $22 million. this involves thorough monitoring of month-to-month volume, aging dilution, monthly payable percentages, and other pertinent metrics.
As an insurance specialist within RTS Financial, i am tasked with managing the insurance portfolios of our large accounts. this entails a deep understanding of various coverages, direct engagement with insurance agencies our clients and brokers to facilitate claims resolution, and meticulous maintenance of clients' insurance documentation to ensure accuracy and currency.
Within my role, customer service plays a pivotal role in establishing effective communication channels with clients, ensuring their satisfaction with our services additionally, it serves as a critical component in the collection process for aging receivables mitigating potential losses within our portfolio, particularly amid the current challenging market conditions.

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