Credit Balance Specialist - Digitech - Remote

Tri-anim Health Services, Inc.; Northern (KY); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) Plan

Job summary

Digitech is seeking a Credit Balance Specialist to ensure refunds are processed accurately and on time, reviewing transactions and posting them in the billing system. The role requires strong math skills, attention to detail, and regular collaboration with internal teams and external partners.

The ideal candidate will handle HIPAA and payer standards, work in a fast-paced environment, and maintain audit-ready documentation while meeting daily productivity goals.

Qualifications

• High School Diploma or equivalent required.
• Ability to manage a high-volume workload with accuracy.
• Experience handling refunds, payment posting, or medical billing preferred.
• Strong mathematical skills and comfort with financial calculations.
• Proficiency in reading and interpreting Explanations of Benefits (EOBs).

Responsibilities

• Receive, review, and process refund requests in accordance with payer rules, internal procedures, and regulatory requirements.
• Post and record refund transactions in the billing system with proper documentation.
• Research account histories to verify refund validity and overpayment rationale.
• Communicate with external stakeholders to confirm refund details or request documentation.
• Interpret EOBs to determine refund justification and payment disposition.
• Collaborate with internal teams to resolve discrepancies and ensure accurate account adjustments.
• Ensure refunds are processed within required timeframes and meet productivity goals.
• Maintain detailed notes documenting actions and communications.

Skills

Multitasking

Team collaboration

Communication

Calm under pressure

Computer literacy

Attention to detail

Time management

Problem solving

Reading EOBs

Meeting deadlines

Remote work independence

Education

High School Diploma or equivalent

Job description

Summary:

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.

Essential Duties and Responsibilities:

• 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

Skills/Experience Required:

• 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

Sarnova is an Equal Opportunity Employer. We offer a competitive salary, commensurate with experience, along with a comprehensive benefits package, including 401(k) Plan. EO/M/F/Veterans/Disabled.

Our mission is to be the best partner for those who save and improve patients’ lives. Excellence in delivering upon our mission is dependent upon having a diverse team that is empowered to bring their full, authentic self to work each day. We strive to create a workplace that reflects the communities we serve, and we are passionate about creating an inclusive workplace that promotes and values diversity.

#digitech