Collections Evaluation Specialist (28315)

LifeStream; San Bernardino (CA); On-site; USD 25,000 - 39,000; Part time

Job summary

LifeStream is seeking a Collections Evaluation Specialist on a temporary part-time basis at the San Bernardino campus. You will review donor records, reconcile discrepancies, and update the BECS system to ensure accurate donor information.

Occasional offline data entry and data transfers are part of the role. The ideal candidate has a high school diploma, strong data-entry skills, and the ability to work independently with excellent attention to detail.

Qualifications

• Proven ability to enter data accurately and efficiently.
• Strong attention to detail in donor data and records.
• Maintain confidentiality of donor information and be discrete.
• Ability to work independently with minimal supervision.
• Clear communication with internal and external customers is essential.
• Capable of multitasking across data entry, reconciliation, and reporting.

Responsibilities

• Review donor and donation reports and investigate discrepancies.
• Merge donor records and update BECS with accurate information.
• Perform offline data entry for manual donor history cards as needed.
• Assist with recording donor reactions and deviations in the systems.
• Support data transfers and SOP improvements as required.
• Maintain organized records and prepare auditing reports.

Skills

Data entry

Attention to detail

Confidentiality

Independent work

Communication

Multitasking

Education

High School Diploma or GED

Tools

BECS system

Microsoft Word

Microsoft Excel

Job description

Job Details: Job Location: SAN BERNARDINO MAIN CAMPUS - SAN BERNARDINO, CA, Position Type: Temporary Part Time, Education Level: High School, Salary Range: $18.00 - $28.00Hourly, Travel Percentage: None, Job Shift: Day, Job Category: Health Care

POSITION SUMMARY

The Collections Evaluation (CE) Specialist reviews donor and donation reports, performs evaluation and reconciliation of discrepancies associated with donor deferrals, duplicate donors, and donor merges. The CE Specialist’s primary responsibility is to make certain that the donor’s information is correct in LifeStream’s blood establishment computer system (BECS). This involves donor follow-up and investigation associated with temporary or permanent deferrals, potential duplicate donors, ABO discrepancies and the accuracy of the donor’s demographic/registration information. The CE Specialist also reviews exceptions and errors in the transfer of donor data from the automated donor history questionnaire system into the BECS. Offline data entry of donor information is completed by the CE Specialist for manual donor history cards and situations where critical information did not appropriately transfer. This position also helps with other data entry tasks such as donor reactions into the repository and collections deviations into the deviation management system.

QUALIFICATIONS

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

1. Reviews donor and donation reports; performs investigation and reconciliation of discrepancies.
2. Evaluates all possible duplicate donors; makes donor calls to determine if it’s a true match and merges donor data into the blood establishment computer system (BECS), as necessary.
3. Performs merges on ineligible donors with permanent deferrals/deferrals.
4. Follows-up with Medical Surveillance to determine if Post Donation Information (PDI)s are needed for ineligible donors.
5. Performs donor follow-up and investigation associated with temporary or permanent deferrals, and completes data entry of deferral into the BECS.
6. Reviews Donor-ID to the BECS report. Performs follow-up tasks of errors listed on the report.
7. Performs off-line entry of donation information and complete overrides, as needed.
8. Assists in the completion of donor blood type discrepancy investigations.
9. Performs donor status changes.
10. Performs manual entry of lot release in the BECS, as needed.
11. Enters statistical data using Microsoft Word or Microsoft Excel.
12. Assists in the preparation, execution, and distribution of monitoring and auditing reports.
13. Reviews paperwork completed by other staff members within the department.
14. Reviews Donor Identification Change report for appropriate changes.
15. Assists in the training of Data Processing procedures.
16. Performs data entry of donor/donation deviations into the deviation management system.
17. Performs data entry of donor reactions captured on a manual form into the Donor-ID reaction repository.
18. May assist with providing process improvements to Standard Operating Procedures (SOPs).
19. Files paperwork according to record retention timeframe.
20. Performs other duties as assigned.

CUSTOMER INTERACTION/PROBLEM-SOLVING

Must deal with internal and external customers/team members in a courteous, professional, and timely manner. Must make customer’s needs a high priority in face-to-face or telephone contact. Must consistently deliver service in a timely, accurate, professional, and friendly manner. Demonstrates a high level of problem solving skills.

COMPLEXITY

Work involves mostly duties that involve related steps, processes, or methods, requiring the employee to make choices and recognize differences in a few easily recognizable situations, such as differences in fact, sources of information, or kinds of transactions or entries. Occasionally, work includes various duties involving different and unrelated processes and methods. Decisions on what needs to be done require analysis of the subject in each assignment, and chosen courses of action may be selected from several alternatives. Work involves conditions and elements that must be analyzed to identify interrelationships.

NATURE AND EXTENT OF SUPERVISION PROVIDED TO THE POSITION

The supervisor makes assignments by defining objectives, priorities and deadlines, assisting the employee with unusual situations with no clear precedents. Employee plans and executes steps to complete the assignment, following instructions, policies, and previous training or accepted practices. Completed work is evaluated for soundness, appropriateness, and conformity to policy. Methods used by the employee are not reviewed in detail. Occasionally, the supervisor sets overall objectives and resources available, with deadlines and work plans developed in consultation with the employee, with some opportunity for the employee to interpret policy, or determine approaches and methodology for accomplishing assignments.

QUALIFICATION REQUIREMENTS

To perform this job successfully, each essential duty (as identified above) must be performed satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

GENERAL KNOWLEDGE, SKILLS, & ABILITIES

1. Ability to demonstrate strong data entry and computer skills.
2. Ability to maintain a high level of accuracy.
3. Ability to maintain excellent attention to detail.
4. Ability to be task-oriented.
5. Ability to maintain confidentiality.
6. Ability to work independently.
7. Ability to communicate effectively with customers (internal and external).
8. Ability to process a large volume of work.
9. Ability to problem-solve effectively, think independently and seek direction when needed.
10. Ability to handle multiple tasks and have good organizational skills.
11. Ability to communicate complex issues verbally with clarity and conciseness.
12. Ability to analyze data, recognize aberrant results, and take appropriate action based on data/information.
13. Ability to maintain accurate, legible, and complete records.
14. Ability to prioritize.
15. Ability to evaluate situations and processes objectively.
16. Good communication skills including the transfer of thoughts, ideas, and concepts in writing.
17. Integrity to admit error (or possible error), which could result in the release of an unsafe product.
18. Ability to accurately and concurrently complete all necessary documentation.

EDUCATION

High School Diploma or GED.

EXPERIENCE

Two years’ experience in a related or similar position. Blood banking and/or laboratory experience preferred.

CERTIFICATES, LICENSES, ETC.

None.

PHYSICAL DEMANDS

Refer to ADA checklist attached for physical demands.

WORK ENVIRONMENT

Standard office conditions with minimal health and safety risks.

LifeStream is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

LifeStream will consider qualified applicants with criminal histories in a manner consistent with the Los Angeles Fair Chance Initiative for Hiring.

All applicants who receive a conditional offer of employment will be required to undergo a pre-employment drug test in accordance with LifeStream’s established guidelines.

EEO is the Law.

Our organization participates in E-Verify.