Credit Resolution Coordinator (4351)

PRIMARY DUTIES 

• Oversee the review and management of credit balances and overpostings. 

• Evaluate and process refund requests from WFM staff. 

• Work with the billing team to address overpayment requests and recoupments from payors. 

• Maintain accurate and current financial records. 

• Ensure timely reporting of credit balances for financial reporting purposes, including the CMS Medicare 838 credit report. 

• Remittance Processes and Discrepancy review in collaboration with Billing IT support staff 

• Handle reports related to unclaimed property as required. 
• Perform reconciliations with the credit card vendor. 
• Communicate effectively with staff and payers to resolve discrepancies. 
• Ensure adherence to organizational policies and procedures. 
• Generate regular reports on credit balances and refund activities. 
• Assist with audits and financial reviews as required. 
• Collaborate with other departments to enhance financial processes. 
• Maintains strict confidentiality. 
• Provide backup support for billing staff as needed 
• Demonstrates a commitment to the mission, core values, and goals of Waco Family Medicine and its healthcare delivery, including the ability to deliver exceptional patient focus with quality, compassion, and respect. 

• Other duties as assigned by supervisor 

                                                                                Credit Resolution Coordinator

REPORTS TO: Director of Billing Operations 

JOB SUMMARY: The Revenue Cycle Credit Coordinator oversees the management of credit balances and overpostings, evaluates refund requests from staff, and addresses overpayment requests and recoupments from payors. This role is crucial in maintaining accurate financial records and ensuring adherence to organizational policies and procedures. 

EDUCATION AND EXPERIENCE:   High school diploma or equivalent; associate or bachelor’s degree in finance, accounting, or a related field preferred. Minimum of 2 years of experience in a similar role, preferably in a healthcare setting. 

SKILLS: Strong understanding of financial principles, credit management, and accounting practices. Ability to maintain accurate financial records and identify discrepancies. Proficiency in analyzing financial data and making informed decisions. Excellent verbal and written communication skills to interact effectively with staff and payers. Strong ability to manage multiple tasks and prioritize work efficiently. Attention to detail and strong analytical skills. Capability to resolve discrepancies and handle complex financial issues. Familiarity with financial software, electronic health records (EHR) systems, and Microsoft Office Suite. Understanding of healthcare billing and coding practices, as well as organizational policies and procedures. Ability to work well with other departments to improve financial processes. Commitment to providing excellent service to both internal and external stakeholders. Ability to analyze data, trends, and patterns. Skill in exercising initiative, judgment, discretion, and decision-making to achieve organizational objectives. Contribute to a team environment supporting diversity, equity, inclusion, and belonging. Identify and communicate challenges in day-to-day activities 

PHYSICAL AND MENTAL REQUIREMENTS: 

• Visual and auditory accuracy 

• Shift length: 8-9 hours 

• Indoor setting 

• Continuous use of computer, calculator 

• Long periods of sitting and walking 

• Frequent use of telephone 

• Frequent use of stepladder 

• Continuous repetitive grasping and manipulation of both hands 

• Continuous conversational communication 

• Occasional reaching, standing, squatting, bending, kneeling, twisting and climbing 

• Occasionally carrying, lifting, pushing, and pulling up to 25 lbs. 

• Infrequent use of personal transportation (possess a valid Texas driver’s license and appropriate liability insurance) 

• Occasionally working in confined, noisy, dusty areas 

• Understand/carry out simple/detailed, oral/written instructions 

• Memorize and retain instructions 

• Read and interpret detailed specifications.