Remote Credit Balance Specialist: Refunds & Compliance

Tri-anim Health Services, Inc.; United States; Hybrid; USD 48,000 - 70,000; Full time

Benefits offered by this job

401(k) Plan

Job summary

Digitech is seeking a Credit Balance Specialist to support revenue cycle operations by reviewing, validating, and posting refund transactions in our billing system with accuracy and compliance. This role collaborates with attorneys, payers, and internal teams to ensure refunds are timely and well-documented.

The ideal candidate is detail‑oriented, highly organized, and comfortable in a fast‑paced environment requiring strong mathematical skills and clear communication with external partners.

Qualifications

• High School Diploma or equivalent is required.
• 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.

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 elevate 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.

Skills

Multi-tasking

Detail‑oriented

Communication

Problem‑solving

Mathematical skills

Remote environment

Team player

Time management

Education

High School Diploma or equivalent

Tools

Billing systems

EOB interpretation tools

Job description

Digitech is seeking a Credit Balance Specialist to support revenue cycle operations by reviewing, validating, and posting refund transactions in our billing system with accuracy and compliance. This role collaborates with attorneys, payers, and internal teams to ensure refunds are timely and well-documented.

The ideal candidate is detail‑oriented, highly organized, and comfortable in a fast‑paced environment requiring strong mathematical skills and clear communication with external partners.