Balance Recesser Job Description Sample
Java Developer – Unique Tech & Work-Life Balance
Balance Sheet Control Sr. Analyst- Balance Sheet Substantiation (Buffalo, NY)
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
The Balance Sheet Substantiation (BSS) Team in Buffalo is a shared services function within the Controller's arm of Citi Finance. The BSS Team is a strategic component of the organization's vision toward Best in Class Finance. This vision includes enhancing the existing framework with global balance sheet governance that strengthens the control environment by enhancing Balance Sheet quality through centralization, standardization, and automation.
This role will be an integral player in support of any number of ongoing BSS responsibilities, which may include:
Financial statement analysis and interpretation.
System Conversions – including General Ledgers or internal data processors.
Daily Balance Sheet reporting – includes helping to write functional requirements documents and interface with technology teams.
Change Management of other Finance-Led initiatives, working with our global partners.
Bachelors in Business/Finance or related field (Masters Preferred).
5 years of relevant work experience (3 if proven exemplary ratings history).
Proven understanding of a company's financial statements, including Balance Sheet and Income Statement.
Capable of leading projects and/or teams in a dynamic environment.
Strong people-management skills and team leadership preferred.
Ability to multi-task, meet conflicting deadlines and effectively implement a project in a global environment.
Strong analytical skills, project management and proven ability to work in a cross-functional team.
Strong use of MS Office programs, including MSExcel/Access/PowerPoint. (Advanced use preferred).
Ability to present results to senior leaders in a clear and effective manner.
Required to effectively communicate via multiple channels and work independently when required.
Commercial Real Estate, Northeast Multifamily Balance Sheet Relationship Manager
Melville 1 (22567), United States of America, Melville, New York
At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.
Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.
Commercial Real Estate, Northeast Multifamily Balance Sheet Relationship Manager
Product specialist for Multifamily Lending - Balance Sheet, Fannie Mae and Freddie Mac
Develops marketing strategies that are used to sell Capital One CRE products and services
Works with internal partners to enhance relationships and capitalize on Multifamily opportunities
Coordinates activities, work streams, and resources needed to achieve goals; keeps others informed on status or issues; solicits and provides feedback to others; gets buy-in and builds consensus with others
Negotiates with internal and/or external parties (e.g. customers, Fannie Mae, Freddie Mac, vendors, potential business partners) to structure deals or establish formal agreements
Establishes and implements a sales strategy; interacts with customers or potential customers to explain Capital One products and services with the goal of persuading them to do business with the company
Demonstrates ability to influence others and champion new ideas to improve processes and client experience
At least 5 years of experience servicing commercial real estate loans as a multifamily Balance Sheet Lender
At least 2 years of experience servicing commercial real estate loans as a Fannie Mae or Freddie Mac lender
At least 8 years of experience servicing commercial real estate loans as a multifamily Balance Sheet, Fannie Mae or Freddie Mac lender
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
Credit Balance & Account Review Rep II
Located in Broomfield, CO., and as part of the Cash Management team, this position is responsible for reviewing and identifying overpayments, and processing refunds.
1.Resolve both undistributed and credit balance accounts while working from an assigned work list.
2.Research all aspects of the claim cycle to identify and correct errors which cause misappropriated funds. Document all actions taken on the electronic patient account.
3.Verify payer remittance to apply payments appropriately. Utilize resources to find payment documentation. Interpret payer contracts to ensure all codes on patient's account matches or contracts. Reviews EOB to make sure payments were applied correctly, insurance processes correctly, and the posting is correct. Understand how to evaluate over payments.
4.Trains new and existing associates for Patient Account Credits. Serves as a subject matter expert for the Credits Team and acts as interdepartmental liaison. Actively identifies opportunities for process improvement within the Cash Management Department. Creates documented workflows and tip sheets for use within the department. Completes payment reviews on complex accounts.
High School Diploma or Equivalent
Two (2) years of experience in revenue cycle with one (1) of years in patient account credits or insurance follow up experience required.
Three (3) years of Hospital/physician billing or claims follow-up experience.
Previous experience in Insurance denials and appeals, and payment posting.
Advanced understanding of insurance remits.
Advanced proficiency of EPIC Resolute Hospital Billing.
Demonstrates initiative and is able to see issues through to resolution.
Understanding of complete revenue cycle from patient charge entry to applying payment.
Proficient with MS Office programs including Word and Excel.
Knowledge of general medical billing, insurance, and compliance regulations and coding.
Organization: Corporate, Various Locations
Primary Location: CO-Denver/Boulder/Surrounding Areas-Broomfield
Department: SYS-RSC-Cash Mgmt Services
Shift: Day Shift
Job Number: 18004378
Credit Balance Refund Rep - The Physician Network (Lincoln)
JOB DESCRIPTION: POSITION SUMMARY
This job is responsible for facilitating the resolution of insurance and patient credit balances and issuing/requesting refunds as appropriate for patient satisfaction and compliance with applicable regulations. Work includes responsibility for the timely and accurate resolution of all credit balance accounts and any action on accounts that result in unapplied activity.
An incumbent researches accounts to determine whether: 1) a refund is appropriate to either the patient or the insurance company; 2) a payment transfer is needed; or 3) a reversal of contractual allowance or administrative adjustment is warranted.
Work requires an understanding of detailed billing requirements and insurance follow-up practices, as well as attention to detail, and the ability to accurately and timely troubleshoot/resolve (within scope of the position) resolution of refunds issues.
ESSENTIAL JOB RESPONSIBILITIES
Reviews and analyzes accounts and/or reports from insurance companies and patients to facilitate the resolution of credit balance accounts.
Reviews accounts and/or reports, including: Explanation of Benefits (EOB)/ Electronic Remittance Advice (ERAs), payments, adjustments, insurance contracts and contracting system, insurance benefits, and all account comments; contacts and communicates with insurance companies to gather additional information, as necessary.
Refunds overpayments on accounts and transfers payments to the appropriate accounts.
Verifies all patient account charges are billed to the insurance plan.
Validates that insurance has paid correctly and identifies any patient responsibility.
Conducts appropriate review to accurately transfer payments in accordance with established procedures.
Utilizes available resources to review payment discrepancies and identify trends/reasons for future discussion.
Proactively identifies, researches and resolves (with position scope) unusual, complex or escalated issues, as necessary.
Notifies Supervisor/Manager of ongoing issues and concerns.
Documents all activities and findings in accordance with established policies and procedures; ensures the integrity of all account documentation; maintains confidentiality of medical records.
- Adheres to refund approval protocols for non-routine refunds.
Required Education and Licensure
High School Diploma or GED
Required Minimum Experience
Three years of revenue cycle or related work experience that demonstrates attainment of the requisite job knowledge and abilities.
Graduation from a post-high school program in medical billing or other business-related field is preferred
Balance Sheet Derivative Financial Analyst
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
At Regions, our Financial Analyst I develops financial planning systems and procedures designed to protect assets. Gathers, organizes and documents relevant financial information.
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
Analyzes, consolidates and interprets financial data
Prepares detailed reports and presentations for review by all levels of management
Monitors actual results of financial data against plans, forecasts and budgets
Consolidates a wide range of operating and financial projections for the development of both short-term and long-term business plans
- Bachelors degree in Accounting, Finance or a directly related field
Strong verbal and written communication skills
Excellent PC skills including experience with Microsoft applications
Good knowledge of financial statements and strong quantitative skills
Knowledge of interest rate swaps and other derivative products
Previous experience with Calypso or Openlink software application
Previous regulatory and/or SEC reporting experience
Ability to work independently
Credit Balance Specialist
Are you ready to take your skills and expertise, work in a FUN environment where you truly KNOW that you, and the work you perform, absolutely make a difference at the end of the day? Are you at the point where you want to experience that the company you work for is genuinely a Community First, and a Company Second?! If so, then you've come to the right place!!!
One for All and All for One! We work together, sharing a common purpose,
a common culture and common goals. We genuinely care for and support, not only those to whom we provide care, but those with whom we work shoulder-to-shoulder. We work together to pursue achieving our Mission….To be the best healthcare company the world has ever seen!
We are excited to be looking for a talented individual to join our Team
as a Credit Balance Specialist. Reviewing and resolving outstanding credit
balances can be challenging, but this is a lively team with a group that pulls
together, works together and (most importantly) has fun together!
While you'll be able to show off your administrative and support skills
in this role, you'll also have the opportunity to show case any Excel skills
that you've painstakingly learned over the years. If you happen to have
experience with medical billing or revenue cycles, that's icing on the cake for
us! And, oh, did we mention that you'll be able to grow in your current skills
or learn new ones by assisting on an occasional team project? It's nice to know
that you can take charge of your career and learn something new along the way to get to the next level.
So what does a Credit Balance Specialist do anyway?
I'm glad you asked!! Credit Balance Specialists support the execution of refunds and overpayment retractions, think creatively to re-design processes and help to make processes and day to day work more efficient. A day can include digging deep to discover the root cause of unusual payer behavior, or reading through all of the reports and metrics they could ever want. Credit Balance Specialists also collect, review, analyze and report out on data to other exciting DaVita teams such as Cash Applications, Finance, and Core Accounting!
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The following duties and responsibilities generally reflect the
expectations of this position but are not intended to be all inclusive.
Review credit balances in billing system for governmental and non-governmental payors
Take appropriate steps according to department policies to resolve credit balances, including but not limited to requesting a refund check or recoupment from the payer and adjustment of the balance
Track refund requests, recoupment requests, and adjustment requests
Participate in quality assurance reviews and training as assigned
Provide feedback as requested about various aspects of Credits Team such as workload, policies, procedures and training needs
Assist in the completion of accurate and timely CMS-838 Medicare reports
Participate in department projects as requested
Other duties and responsibilities as assigned
Work overtime with little or no notice as needed
Attend team meetings, phone conferences, and training as needed
Know, understand, and follow teammate guidelines, employment policies, and department or company procedures
Consistent, regular, punctual attendance as scheduled is an essential responsibility of this position
Here is what you can expect when you join our Village:
A "community first, company second" culture based on Core Values that really matter.
Clinical outcomes consistently ranked above the national average.
Award-winning education and training across multiple career paths to help you reach your potential.
Performance-based rewards based on stellar individual and team contributions.
A comprehensive benefits package designed to enhance your health, your financial well-being and your future.
Dedication, above all, to caring for patients suffering from chronic kidney failure across the nation.
(Education, licenses, certifications, and experience required to fulfill
the essential duties, include computer skills as required)
High school diploma or equivalent required
Minimum of two (2) years' revenue cycle experience with an
emphasis on credits or strong working knowledge of credit balances and accounts receivable processes including ability to analyze EOBs required
Experience working with electronic billing and A/R systems required
Intermediate computer skills and proficiency in MS Word, Excel, and Outlook required
Join us as we pursue our vision "To Build the Greatest Healthcare Community the World has Ever Seen."
Why wait? Explore a career with DaVita today.
Go to http://careers.davita.com to learn more or apply.
Vice President, Balance Sheet Management Lead Analyst – U.S. Pension Investments
The U.S. Pension Investments Group is responsible for managing Citigroup's U.S. Defined Benefit and Defined Contribution Pension Plans , which is approximately $30 billion (USD). The Plans employ a diversified investment strategy which is similar to that of an endowment/foundation framework versus other U.S. corporate pension plans. The U.S. Pension Investments group is responsible for the execution and design of the Plans' investment strategy and reports to an independent fiduciary committees comprised of senior Citigroup executives.
The role supports the CIO and the Investment Committees and is responsible for contributing to the Plans' investment strategies and allocations. This position is an independent role which is not supported by other team members in the group and will report initially directly to the CIO (Chief Investment Officer). Therefore, requires good knowledge of alternative and traditional asset classes to perform the necessary function.
The roles primary responsibilities include:
Investment management and asset allocation for the company's Global Pension Investments division
Perform fundamental and quantitative analysis for the various asset classes
Enhance the investment and analytical processes across the asset classes and wherever new projects are taking place utilizing internal Pension Plan data and external data sources
Masters' Degree required in Economics, Financial Engineering or related field
Designation (or progress towards) in the following areas preferred: Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM)
Some programming knowledge: MS Excel VBA
At least 3-5 years of relevant work experience, preferably in financial services or asset management industry
Refund Specialist | Credit Balance
Intermedix is an international health care and emergency management solutions company committed to "serving those who save lives." Headquartered in Nashville, TN, the company has 32 offices around the world—29 of which are located in the United States, and three of which are located in the United Kingdom, New Zealand and Lithuania.
For more than 35 years, Intermedix has been a leader in pioneering innovations in data analytics and cloud-based technology to deliver best-in-class revenue cycle management, practice management and emergency management solutions to clients in over 25 countries. Intermedix supports more than 500,000 emergency preparedness and response incidents around the world and enables more than 15,000 health care providers to focus on delivering excellence in patient care.
Our team members thrive in our collaborative work environment where they contribute to innovative, meaningful work that makes an impact in communities around the world. If you're looking for a purposeful and meaningful career at a global company, then Intermedix may be the place for you. We are expanding our Columbus, OH office and looking for:
Refund Specialist | Credit Balance
The Credit Balance Specialist is responsible for evaluating credit balances on patient accounts and ensuring that refunds are issued to the appropriate payer in a timely and accurate manner.
Position reports to: Operations Manager
- Resolve Credit Balances:
oReceive credit balance report provided by regional management.
oReceive client requests.
oReceive Insurance Requests.
oReceive Medicare Requests. These must be completed within 45 days to avoid offsets.
oRetrieve imaged EOBs.
oRequest paper EOBs from the EOB clerk.
oReview payments and EOBs to determine who is due the refund.
oProcess Refunds (Medicare, Medicaid Voids, Insurance).
Clear the general account balances.
Prepare and distribute client refund documentation once a month.
oCreate refund file.
oCreate 3 part form.
oReturn paper EOBs to the EOB clerk.
oPost refund file to the client's secure site.
oProvide refund package to the mail room for delivery.
Process account transfers for multiple patient accounts. Where applicable create payment transfer documentation and provide to the Payment Poster
Communicate with clients to resolve refund issues as needed and inquiries at the discretion of regional management.
Change the payment posting screen, SICA code, and put the appropriate messages on accounts as updates are made.
Complete various projects as assigned by management.
Assist with other team member processing areas as directed by management.
Communicate trends and opportunities for improvement to regional management.
Compliance with Intermedix policies
Other duties as assigned
High School Diploma or equivalent required
Medical Billing experience preferred.
Ability to safely and successfully perform essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards
Skills/ Knowledge Requirements:
Knowledge of insurance carrier payment policies, practices, and amounts.
Logical and efficient, with keen attention to detail.
Highly self-motivated and directed.
Ability to effectively prioritize and execute tasks while under pressure.
Excellent listening, interpersonal, written, and oral communication skills.
Knowledge of insurance carrier policies and practices.
Experience working in a team-oriented, collaborative environment.
Knowledge of applicable data privacy practices and laws.
Able to manage multiple concurrent tasks
Flexible to handle unexpected daily challenges
Very strong written and verbal communication skills
Able to type a minimum of 40 words per minute
Basic computer operating skills
Able to use a 10 key by touch.
825 Tech Center Dr
Columbus, OH 43230
Maintains honesty, integrity and authenticity in all work, and gains the confidence and trust of others by doing so.
Shows up to work on time, meets deadlines, and follows instructions, policies, and procedures.
Uses available time and resources to the best of their ability.
Acknowledges and corrects mistakes, and doesn't make excuses for errors or problems.
Adapts to match the shifting demands of the organization when confronted by different situations.
Responds positively to change and embraces new practices or methods when trying to accomplish goals and solve problems.
Continues to make progress when things are unclear or not yet finalized.
Recovers quickly from setbacks, and finds alternative ways to reach goals or targets.
Networks and uses multiple resources to identify opportunities for growth and development.
Actively learns through experimentation when tackling new problems and sees successes and failures as opportunities to learn and grow.
Seeks and uses feedback to improve performance, while also acquiring new competencies, work methods, ideas, and information to improve effectiveness and efficiency.
"Intermedix is an Equal Opportunity, Affirmative Action employer."
© 2017 Intermedix Corporation │ www.intermedix.com
Trailblazing Innovation | Collaborative Mindset | Customer Obsession | Uncompromising Respect | Passionate Stewardship
Specialist, Material Balance
Enterprise Products Partners L.P. is one of the largest publicly traded partnerships and a leading North American provider of midstream energy services to producers and consumers of natural gas, NGLs, crude oil, refined products and petrochemicals. Our services include: natural gas gathering, treating, processing, transportation and storage; NGL transportation, fractionation, storage and import and export terminals; crude oil gathering, transportation, storage and terminals; petrochemical and refined products transportation, storage and terminals; and a marine transportation business that operates primarily on the United States inland and Intracoastal Waterway systems. The partnership's assets include approximately 50,000 miles of pipelines; 260 million barrels of storage capacity for NGLs, crude oil, refined products and petrochemicals; and 14 billion cubic feet of natural gas storage capacity.
Tap into the professional possibilities of the largest publicly traded energy partnership that features one of the most diversified cash flow streams in the midstream segment of the energy industry. With dynamic career opportunities and a creative and supportive environment, our unique midstream energy organization offers the chance to share and be recognized for your ideas. Join our team and increase your opportunities for success.
The Material Balance Specialist role will work in cooperation with and in support of the Manager of Liquid Measurement and the Supervisor of Liquid Measurement. The Material Balance Specialist interfaces with Engineering, Operations, Distribution, Laboratory, and Measurement personnel. Other responsibilities include, but are not limited to:
Performs daily balancing functions for assigned assets, facilities and pipelines.
Responsible for certifying the meter inputs into the balances are correct.
Ensure accurate reporting of measurement balance activities.
Assist in the mitigation of measurement imbalances.
Implementation of measurement policy and procedures.
Responsible for writing daily product movement tickets for the assets that are assigned. The tickets must be written in a timely manner and correctly, including the correct lab analysis.
Understanding and performing the gain/loss balances on the assets that are assigned; which includes reviewing the product headers and the measurement headers.
Working as part of a team to research and investigate measurement imbalance issues on the headers.
Issuing balancing reports in a timely manner and with minimal errors.
Performing the monthly closing duties during the first four days of the month, such as completing the entry of all monthly tickets, resolving any outstanding issues, and writing the product header gain/loss tickets.
Interact with external and internal customers and make decisions based on those interactions.
Keeping supervisor informed of any unresolved issues throughout the month.
Cross-train on other Material Balance Specialists' job duties.
Communicate with Measurement and Lab personnel about meter and lab analysis problems.
Make site visits to operational and meter station locations.
The successful candidate will meet the following qualifications:
High school diploma or G.E.D equivalent.
Bachelor's degree is preferred.
Previous experience in a plant or technical environment is a plus.
Five (5) years or more of accounting experience or related industry such as oil and gas or chemical.
Understands and demonstrates computer functionality and have advanced knowledge of Microsoft Office applications.
Familiar with the accounting systems used by Material Balance.
Excellent written and oral communication skills.
Strong interpersonal skills with the ability to work alone or as part of a team.
Self-starter with the ability to manage multiple tasks with limited supervision.
Demonstrates the ability to communicate effectively and perform in a leadership role.
Honest and forthcoming with details associated with gain/loss issues, mitigation and dispute resolution with customers.
Proficient math and analytical troubleshooting skills.
Excellent organizational skills and ability to set priorities and meet deadlines.
Ability to travel up to 10%.
Making better hires starts with building better job descriptions
- Browse 100s of templates across 40+ industries
- Customize your template with your company info & job requirements
- Post it to 20+ job boards in seconds – for FREE!