Refund-Payment Processor

Capitol Imaging Services, LLC; Metairie (LA); On-site; USD 35,000 - 55,000; Full time

Job summary

Capitol Imaging Services, LLC is seeking a precise Medical Refund Specialist to review healthcare billing accounts, identify credit balances, and determine if overpayments occurred. You will validate refunds, document steps, and coordinate with payers and patients to resolve discrepancies.

The role requires 1–2+ years in medical billing, strong Excel and data accuracy, and adherence to HIPAA and internal controls. A high school diploma is required, with onsite work in a healthcare setting.

Qualifications

• 1–2+ years in medical billing or revenue cycle management.
• Experience with EHR/billing systems.
• Strong Excel skills and data accuracy.
• Good communication and documentation abilities.

Responsibilities

• Review patient accounts for credit balances and potential overpayments.
• Validate and track refund requests from start to payout.
• Read EOBs to confirm payment postings and reversals.
• Route refund requests for management approval and disbursement.
• Communicate with payers and patients to resolve discrepancies.
• Maintain refund logs and audit-ready records.

Skills

Attention to detail

Data entry

Analytical thinking

Customer communication

Education

High School Diploma

Tools

Excel

SharePoint

EHR system

Billing software

Job description

Job Title: Refund SpecialistJob SummaryWe are seeking an organized and precise Medical Refund Specialist to review healthcare billing accounts to resolve credit balances. In this role you will investigate billing data, verify insurance contracts, and determine if an overpayment occurred. Once a posting error or overpayment is confirmed, you will process the necessary correction and route the refund request for approval and disbursement.Key ResponsibilitiesCredit Balance Review: Analyze patient accounts and monthly credit reports to identify overpayments made by patients or insurance payers.Refund Processing: Validate, prepare, and track refund requests from inception to payout, ensuring accurate documentation is attached.Account Reconciliation: Read and interpret Explanation of Benefits (EOBs) to confirm precise payment posting, claim reversals, and payer offsets.Compliance & Approvals: Route refund requests to management for approval signature, adhering strictly to internal financial controls and healthcare laws (such as HIPAA).Payer & Patient Communication: Interact with insurance carriers, clearinghouses, and patients via telephone or digital portals to research and resolve collection errors.Record Keeping: Maintain a detailed chronological ledger of refund logs, account notes, and audits to support organizational readiness for financial reviews.Required QualificationsEducation: High School Diploma or equivalent.Experience: 1 to 2+ years of experience in medical billing, healthcare insurance collections, or revenue cycle management.Technical Skills: High proficiency with Microsoft Office products (specifically Excel for tracking spreadsheets and SharePoint) and experience navigating Electronic Health Record (EHR) or billing systems.Core Competencies: Strong mathematical aptitude, sharp attention to data detail, and clear written/verbal communication skills for resolving discrepancies.Preferred QualificationsComprehensive understanding of payer contracts, government guidelines (Medicare/Medicaid), and commercial insurance workflows.Working knowledge of medical terminology, CPT’s, and ICD-10 coding.