[Hiring] Credit Balance Specialist @Sarnova

Role Description

The Credit Balance Specialist plays a vital role in Digitech’s revenue cycle operations by ensuring that all refunds are processed accurately, timely, and in full compliance with payer regulations and organizational policies. This position is responsible for reviewing, validating, and posting refund transactions; coordinating with payers, attorneys, and government entities; and maintaining exceptional accuracy in financial records.

The ideal candidate is detail‑oriented, highly organized, and comfortable working in a fast‑paced environment that requires precision, strong mathematical skills, and regular communication with internal teams and external partners. This role directly contributes to Digitech’s commitment to compliance, transparency, and client satisfaction.

• Receive, review, and process refund requests in accordance with payer rules, internal procedures, and regulatory requirements
• Accurately post and record refund transactions in the billing system, ensuring proper documentation and audit‑ready financial records
• Research account histories to verify refund validity, payment sources, EOB details, and overpayment rationale
• Communicate with external stakeholders, including attorneys, no‑fault carriers, workers’ compensation representatives, and the VA as needed to confirm refund details or request supporting documentation
• Interpret and understand Explanations of Benefits (EOBs) to determine refund justification and payment disposition
• Collaborate closely with internal teams, including Payment Posting, Billing, QA, and Client Services, to resolve discrepancies and ensure accurate account adjustments
• Ensure refunds are processed within required timeframes, meeting daily productivity goals and departmental service level expectations
• Maintain detailed, accurate notes documenting actions taken, communication, and financial adjustments
• Identify discrepancies, patterns, or repeat issues and escalate them to the Department Manager for resolution or process improvement
• Handle mail, emails, and refund correspondence, ensuring proper follow‑through and documentation
• Support compliance efforts, ensuring all refund processes meet HIPAA, payer, and internal standards
• Additional job duties as assigned

Qualifications

• Education: High School Diploma or equivalent
• Strong ability to multi‑task and manage a high‑volume workload while maintaining accuracy
• Collaborative team player capable of working effectively across internal departments and with external partners
• Professional, pleasant, and confident demeanor in verbal and written communication
• Ability to remain calm, organized, and focused under pressure
• High computer literacy, including ease working with dual monitors and navigating multiple systems simultaneously
• Excellent follow‑through and problem‑solving abilities
• Strong mathematical skills and comfort handling financial calculations
• Proficiency in reading and interpreting Explanations of Benefits (EOBs)
• Strong attention to detail and commitment to accuracy
• Ability to meet deadlines and maintain high productivity
• Previous experience handling refunds, payment posting, or medical billing is helpful
• Dependable, punctual, and accountable with a strong work ethic
• Ability to independently manage all aspects of the job role including required goals and business practices in a remote environment

Physical Requirements

• Ability to talk, hear, and see clearly to read and interpret information
• Regular use of a computer, phone, and standard office equipment
• May be required to travel for business purposes
• Ability to secure confidential information
• Perform all duties in a professional environment free of noise or anything that would create a negative customer experience

Benefits

• Competitive salary, commensurate with experience
• Comprehensive benefits package, including 401(k) Plan