[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:

• Receiving, reviewing, and processing refund requests in accordance with payer rules, internal procedures, and regulatory requirements.
• Accurately posting and recording refund transactions in the billing system, ensuring proper documentation and audit-ready financial records.
• Researching account histories to verify refund validity, payment sources, EOB details, and overpayment rationale.
• Communicating with external stakeholders, including attorneys, no-fault carriers, workers’ compensation representatives, and the VA as needed to confirm refund details or request supporting documentation.
• Interpreting and understanding Explanations of Benefits (EOBs) to determine refund justification and payment disposition.
• Collaborating closely with internal teams, including Payment Posting, Billing, QA, and Client Services, to resolve discrepancies and ensure accurate account adjustments.
• Ensuring refunds are processed within required timeframes, meeting daily productivity goals and departmental service level expectations.
• Maintaining detailed, accurate notes documenting actions taken, communication, and financial adjustments.
• Identifying discrepancies, patterns, or repeat issues and escalating them to the Department Manager for resolution or process improvement.
• Handling mail, emails, and refund correspondence, ensuring proper follow-through and documentation.
• Supporting compliance efforts, ensuring all refund processes meet HIPAA, payer, and internal standards.
• Additional job duties as assigned.

Qualifications

• 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.

Benefits

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