Credit Resolution Specialist

Job Description

Job Description

Credit Balance & Refund Specialist

Location: Tempe, AZ 85288

Department: Revenue Cycle Management / Billing

Schedule: Full-time, Monday-Friday (7:00 AM - 4:00 PM or 8:00 AM - 5:00 PM)

Status: Non-Exempt

Position Overview:

The Credit Balance & Refund Specialist is responsible for investigating, auditing, and processing credit balance accounts within the Revenue Cycle Management department. This role ensures the accurate posting of payments, proper application of contractual adjustments, and strict compliance with payer rules. The ideal candidate brings deep expertise in medical billing, high financial precision, and the ability to collaborate effectively with payers, patients, and internal executives.

Key Responsibilities:

• Account Auditing & Investigation: Review credit balance accounts to verify accurate payment posting, confirm balance correctness, and ensure proper application of contractual terms and allowable adjustments.

• Refund Documentation & Processing: Assemble, verify, and execute refund documentation for both patient and insurance payer accounts.

• Executive Reporting: Compile and organize refund activity into clear, structured, approval-ready spreadsheets for executive review.

• Payer & Patient Communication: Contact insurance companies, patients, or estates to verify mailing addresses, validate refund eligibility, confirm payee details, and gather additional claim information.

• Refund Follow-Up: Proactively track and follow up with insurance payers on outstanding refund requests to ensure timely resolution.

• Compliance: Maintain strict adherence to organizational processes, regulatory guidelines, and patient privacy standards (HIPAA).

Qualifications & Requirements:

Education & Experience:

• High School Diploma or GED required (Some college coursework or post-secondary education preferred).

• Minimum of 5 years of experience in medical billing and collections, showing progressive responsibility.

• Strong subject-matter expertise in medical credits, reimbursements, and payment posting.

Technical Skills:

• Proficiency with Microsoft Office Suite, specifically Word and Excel (Advanced Excel reporting and data analysis skills preferred).

• Experience navigating standard medical billing software and enterprise internet-based tools.

• General adaptability to learn and adopt new billing systems, tools, and operational workflows.

Soft Skills & Attributes:

• Detail-Oriented: Exceptional accuracy and attention to detail when working with complex financial and sensitive patient data.

• Critical Thinking: Strong analytical and problem-solving skills to investigate discrepancies across complex accounts.

• Organization & Multitasking: Proven ability to manage competing priorities, maintain structure, and meet strict deadlines.

• Dependability & Process Discipline: Reliable performance with the ability to follow established compliance procedures consistently.

• Collaboration: A positive, team-oriented mindset with strong verbal and written communication skills.

Work Environment & Schedule:

• Shift: Standard day shift, 8-hour workday between 7:00 AM - 5:00 PM with a 1-hour lunch break.

• Location: Modern, secure office setting.

Benefits & Compensation:

We offer a competitive compensation and benefits package designed to support team health, wellness, and long-term career growth. Details regarding specific health plans, paid time off, and additional workplace amenities will be provided during the interview process.

For California Applicants:

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO) , and the California Fair Chance Act (CFCA).

This position is subject to a background check based on its job duties, which may include patient care, working with vulnerable populations, access to financial and confidential information, driving, working with heavy machinery, or working in a warehouse or laboratory environment. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.

\nCompany Description

Here at Medix, we are dedicated to providing workforce solutions to clients throughout multiple industries. We have been named among the Best and Brightest Companies to Work For in the Nation for two consecutive years. Medix has also been ranked as one of the fastest growing companies by Inc. Magazine.

Our commitment to our core purpose of positively impacting 20,000 lives affects not only the way we interact with our clients and talent, but also with our co-workers! The goal is lofty, but it is made attainable through the hard work and dedication of our teams and their willingness to lock arms together. Are you ready to lock arms with us?

Company Description

Here at Medix, we are dedicated to providing workforce solutions to clients throughout multiple industries. We have been named among the Best and Brightest Companies to Work For in the Nation for two consecutive years. Medix has also been ranked as one of the fastest growing companies by Inc. Magazine.\r\n\r\nOur commitment to our core purpose of positively impacting 20,000 lives affects not only the way we interact with our clients and talent, but also with our co-workers! The goal is lofty, but it is made attainable through the hard work and dedication of our teams and their willingness to lock arms together. Are you ready to lock arms with us?