Finance Service Representative Jobs in Fort Worth, TX

Responsibilities include performing servicing request and monitoring of existing loans including tickler follow up. RESPONSIBILITIES Responsible for conducting post-closing audits to comply with loan authorizations Ensures financial statements, tax returns, recorded documents, and UCC ticklers are current and properly maintained Responsible for follow up on delinquent loan accounts Handles all servicing requests (including, but not limited to: deferments, collateral substitutions, restructures and assumptions) requested by a borrower Collects and analyzes annual financial information from clients Monitors loans for possible risk rating changes. Monitors classified loans on a quarterly basis using Special Attention Credit reports Follow up for renewal insurance policies Performs various other duties assigned by the department supervisor Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Anti-Money Laundering, Code of Conduct, and etc.). Must complete all required training SKILLS / QUALIFICATIONS Familiarity with SBA and/or USDA lending Well-developed written and oral communication skills Detail oriented, good problem solving and negotiating skills are required to overcome obstacles and drive the closing process to meet deadlines Ability to read and interpret complex commercial loan documents Ability to deal effectively and tactfully with all types of customers EDUCATION / EXPERIENCE Bachelor's Degree from an accredited 4-year University 3-5 years of commercial/SBA loan related experience BENEFITS PACKAGE Medical Insurance Dental Insurance Vision Insurance 401(k) Retirement Savings Plan We offer a competitive total rewards package, including but not limited to Medical, Dental, Vision, and Life Insurance, 401k retirement savings plan, and paid federal holidays, for this full-time position within the annual range of $60,000 - $80,000. Annual ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Must be authorized to work in the US. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

In this role you will provide support to customers while delivering excellent Customer Service to promote long-term customer retention. The Customer Service Representative will answer customer questions, explain product and service options, and assist customers with any existing problems. You will also maintain accurate customer records, notating any incidents or upgrades as needed, and provide customer solutions. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely. Tasks and Responsibilities: ● Support the Customer Service Center by performing tasks assigned by the Customer Success Manager ● Provide first level support to customers ● Resolve issues effectively, escalating as needed ● Greet customers with a professional and welcoming manner ● Speak to as many customers as possible daily ● Monitor and track recurring customer issues ● Update customer accounts ● Offer upgrade paths or new services to new and existing customers ● Support the Customer Success Manager as needed Requirements: ● Demonstrate experience utilising computers ● Ability to troubleshoot and effectively ● Clear communication with peers ● Must think independently with an attention to detail ● Track and monitor tasks to completion ● Must be team oriented and maintain a professional demeanour at all times ● Enjoy helping and speaking with customers ● Excellent customer service and communication skills ● Must have a collaborative approach and positive attitude Please submit your to apply!

Swan Transportation Services is a full-service freight broker based in Kennedale, TX. We are dedicated logistics professionals who provide unique solutions for our clients' shipping needs, goals, and challenges. With advanced technologies and proactive communication, we strive to be the premier supply chain partner for businesses. Swan Offers: Competitive Salary Paid Training Comprehensive Benefits Package (health, life, dental, ect) Advancement Travel Opportunities PRIMARY FUNCTION: The primary function of this position is maintaining solid relationships with existing and new customers while also providing our Sales Team with new prospects for our freight solutions. This individual will be responsible for a high volume of customer interactions, including prospecting, maintaining relationships, and account management. DUTIES AND RESPONSIBILITIES include the following: Initiate sales and marketing calls to prospective or current clients Build and maintain relationships with existing and potential clients Use and update our CRM platform daily Manage accounts to retain existing relationships Prospect for leads to build a pipeline, using the phone, emails and social media Be available to attend company events MINIMUM QUALIFICATIONS/EXPERIENCE: Proven successful sales experience in telephone sales, personal selling, and customer service is a must Upbeat and energetic attitude Strong communication and interpersonal skills Ability to prioritize and multi-task in a fast-paced environment Proficiency with MS Office software; experience with Sales Automation, Customer Relationship Management or web-based software programs Ability to execute a vision, manages multiple priorities, and achieves results Outgoing personality with expertise at developing relationships Adaptable and coachable Pay: $45,000.00 - $55,000.00 per year plus commissions and bonuses Benefits: Dental insurance Flexible schedule Health insurance Paid time off Vision insurance

We are hiring a Customer Service Specialist in Dallas, TX. The Customer Service Specialist is primarily tasked with the essential function of delivering exceptional customer service to our valued clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, interacting with customers and ensuring their needs are met with efficiency, respect, and professionalism. Customer Service Specialist Qualifications: · Superior verbal & written communication skill-sets · Work with a sense of urgency; demonstrate timely and thoroughly execution · Upbeat & outgoing mindset with positive energy · Interacts successfully with individuals and also teams · Maintains fruitful customer connections · Prior customer service or sales experience · Interacts successfully along with all amounts of management as well as staff members · Ability to work effectively independently and within a team to perform all tasks as assigned · High school diploma or equivalent · 1 year prior sales coordination or customer support experience · Prior SAP experience is a plus · Flexible with an ability to handle multiple tasks when priorities shift · Must be available to work on-site in Dallas, TX Customer Service Specialist Tasks & Duties · Processes new orders based on customer requests. · Tracks open orders to ensure completeness in a prompt manner. Checks pricing and verifies availability. · Reviews and troubleshoots customer problems and initiates standard action for repair, replacement, return or field service as guided by customer service policies. · Provide sales support · Demonstrate solid troubleshooting skills when issues arise · Respond to customer questions · Maintain a reliable working knowledge of customer information · Effectively handle a number of competing priorities. · Handle customer inquiries, complaints, and escalations in a professional manner · Maintain accurate and detailed records of customer interactions · Other duties as assigned to meet operational needs Benefits: · Standard starting compensation is commensurate with experience · Regular performance reviews · Training, networking and development opportunities · Flexible scheduling To begin the application process, please submit your resumé.

The Customer Service Representative is responsible for providing exceptional phone-based support to insured customers, agents, and internal company personnel. This role involves processing policy-level transactions (such as cancellations and policy changes) within the assigned authority and ensuring a first-class customer service experience. The representative will also participate in team projects as needed. Key Responsibilities: Process customer requests accurately and efficiently in accordance with company policies. Identify situations that require escalation or transfer to another department. Provide knowledgeable responses to customer inquiries regarding products, policies, and procedures. Actively listen to customer concerns, demonstrating empathy and professionalism. Read, analyze, and interpret policies, procedures, and other relevant documents. Stay updated on marketing campaigns to address related inquiries effectively. Identify and report discrepancies in procedures and policy details to management. Solve practical problems and adapt to various situations. Follow written, oral, or diagram-based instructions as required. Perform additional duties as assigned. Qualifications & Skills: High school diploma or equivalent; some college coursework in business or insurance is preferred. 1+ years of related customer service experience, preferably in an insurance agency. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Strong attention to detail and problem-solving skills. Excellent communication, organizational, and teamwork skills. Ability to adapt to a changing business environment with minimal supervision. Flexibility to work various shifts supporting multiple time zones. Licensing & Certifications: Preferred: Property & Casualty (P&C) insurance license.

About Us: Loloi Rugs is a leading textile brand that designs and crafts rugs, pillows, and throws for the thoughtfully layered home. Family-owned and led since 2004, Loloi is growing more quickly than ever. To date, we've expanded our diverse team to hundreds of employees, invested in multiple distribution facilities, introduced thousands of products, and earned the respect and business of retailers and designers worldwide. A testament to our products and our team, Loloi has earned the ARTS Award for “Best Rug Manufacturer” in 2010, 2011, 2015, 2016, 2018, and 2023. Security Advisory: Beware of Frauds Protect yourself from potential fraud and verify the authenticity of any job offer you receive from Loloi. Rest assured that we never request payment or demand any sensitive personal information, such as bank details or social security numbers, at any stage of the recruiting process. To ensure genuine communication, our recruiters will solely reach out to applicants using an @loloirugs.com email address. Your security is of paramount importance to us at Loloi, and we are committed to maintaining a safe and trustworthy hiring experience for all candidates. Loloi Rugs is seeking a highly motivated and enthusiastic Customer Service Representative for our inbound team based full-time in Dallas, TX. The ideal candidate should have excellent customer service skills, be able to multitask and manage time effectively and exhibit a high degree of professionalism. If you have prior customer service experience and enjoy a fast-paced, entrepreneurial, creative environment with a growing company, then we'd like to hear from you. How to Apply Please submit a resume and cover letter when applying. Within your cover letter, please specify your preferred salary as well as your available start. Responsibilities: Receive incoming calls and make outbound calls Maintain company standards to ensure high-quality service Build relationships with customers to ensure satisfaction and repeat purchasing Provide website login and order information to Customers and Sales Representatives Navigate proprietary software to process faxed, emailed and web submitted orders Analyze back-order reports, fill backorders, and process payment information Complete new account setups using our proprietary software Identify, assess, and maintain a follow-up on the customer, whose query you have solved, ensuring they are satisfied with the outcome Payment processing via multiple processing platforms Issue return authorizations and process credits, along with rebills to resolve shipping discrepancies Generate and effectively communicate Reports to provide to the customer or representative Attend required departmental meetings Coordinate with internal departments to find solutions and resolve matters Provide customers/ Reps with accurate shipping quotes and services Possess the ability to organize and maintain a positive & productive work environment as well as an organized and clean work area Qualifications: Excellent organization skills Must be able to multi-task, prioritize and manage time effectively Excellent verbal and written communication skills Proficiency in administrative and documentation procedures Ability to always remain professional and courteous with customers Requirements: High School Diploma or equivalent; college degree preferred 2+ years of related work experience in a customer-oriented environment What We Offer Health, dental, and vision benefits Paid parental leave 401(k) with employer match A culture of meritocracy that fosters ongoing growth opportunities A stable, growing family-owned company that looks after its employees Loloi Rugs does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. We seek a diverse pool of applicants and consider all qualified candidates regardless of race, ancestry, color, gender identity or expression, sexual orientation, religion, national origin, citizenship, disability, Veteran status, marital status, or any other protected status. If you have a special need or disability that requires accommodation, please let us know.

The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists Responsibilities Communicate with customers via phone, email and chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Qualifications At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work

Selby Jennings currently represents a highly reputable global Asset Management firm. This position would be on a new business unit within the larger platform that focuses on secondary transactions, and is a great opportunity for candidates with an entrepreneurial mindset as you will be on a lean deal team, gain a ton of exposure, and help continue to grow the team. Responsibilities include: Support the investment process from start to finish Conduct detailed due diligence, and quantitative analysis to support investment underwriting Managing the investment portfolio, including quarterly and annual reporting Qualifications: 2+ years of transaction-oriented experience from an investment bank or buy-side firm Experience in NAV lending or GP/LP led secondaries preferred but not required Undergraduate degree and in good academic standing Extensive financial modeling skills (three statement models, LBO, etc) Written and communication skills Living in Dallas or willing to relocate to Dallas

"Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree - You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Business Fundamentals - Banking & Customer Success - Helpdesk/Desktop Support - Data Analytics - Quality Assurance - Investment Operations - Project Management Support Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year." PandoLogic. Category:General, Location:Dallas, TX-75201

Job Title: Customer Service Representative (B2B & Data Entry - SAP) HYBRID - Temp To Hire We are seeking a detail-oriented Customer Service Representative with experience in B2B customer support, data entry, and SAP to join our team. In this role, you will handle business-to-business interactions, process orders, manage customer accounts, and ensure accurate data entry in SAP. The ideal candidate is highly organized, proactive, and able to provide excellent customer service while maintaining data accuracy. Key Responsibilities Serve as the primary point of contact for B2B clients, addressing inquiries, orders, and account-related concerns. Accurately enter, update, and maintain customer data, sales orders, and invoices in SAP. Process customer orders, track shipments, and coordinate with internal departments to ensure timely delivery. Resolve customer issues, discrepancies, and complaints efficiently while maintaining a high level of professionalism. Generate reports and analyze data to assist in improving customer service and operational processes. Maintain accurate records of customer interactions and transactions in company databases. Collaborate with sales, logistics, and finance teams to ensure smooth business operations. Follow company policies and procedures to ensure compliance with industry standards and data security. Qualifications & Skills Experience: 2+ years in customer service, B2B support, or data entry, preferably using SAP. Technical Skills: Proficiency in SAP, Microsoft Office (Excel, Word, Outlook), and CRM systems. Communication Skills: Strong verbal and written communication skills for professional client interactions. Attention to Detail: Ability to accurately input and review data, ensuring order and account information is correct. Problem-Solving: Proactive approach to troubleshooting and resolving customer concerns. Team Player: Ability to collaborate with cross-functional teams in a fast-paced environment. Preferred Qualifications Experience in supply chain, manufacturing, or a similar industry. Knowledge of ERP systems and order processing. Benefits (If applicable) Competitive salary Health, dental, and vision insurance 401(k) with company match Paid time off and holidays Opportunities for career growth Apply Now! If you are a motivated customer service professional with SAP experience, we'd love to hear from you! Would you like any modifications based on specific company needs? All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Lewisville, Texas The Customer Service Representative will be responsible for answering heavy call volume, addressing customer concerns, generating payoff quotes, taking payments, and creating title release packets. This position will assist in releasing titles to our Used Equipment Sales Department (UESD), consisting of Truck Centers and end-users. Job Functions / Responsibilities Receive incoming customer calls; point of contact for general inquiries Provide payoff quotes, bill of sales, and final invoices Assist customers with online registration Advises customers by phone or in writing about loan information Process title and lien releases Provide adequate documentation support for the administration department Maintains various logs and reports Maintain toll violations on lease customers

Our Banking client in Dallas, TX is looking to hire a Member Services Representative on a direct hire basis. Company Profile: Well established credit union Friendly staff and happy work environment Member Services Representative: Open, Close and Maintain member accounts Refer loan products Assist members with bookkeeping and checking account issues Educate members on applicable products to enhance their banking experience Reset mobile application and website logins Help with bill payer questions and troubleshoot basic website issues Responsible for handling customer inquiries via email and chat Responsible for maintaining a high level of professionalism, dependability, availability and flexibility Member Services Representative Profile: Bachelors degree highly preferred 2+ years of customer service/ call center experience Financial institution experience preferred MUST have an acceptable Credit Report Professional phone presence Strong MS Office Skills (Word, Excel, Outlook) Features and Benefits of Client: Medical/Dental/ Vision- 100% covered by employer Casual Fridays 401K with match 12 paid holidays PTO Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas. Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.

Join Our Team as a Customer Service Representative and Make a Difference! Are you a problem-solver who enjoys interacting with people? We're looking for a Customer Service Representative to provide outstanding service to our customers. You'll play a key role in ensuring customer satisfaction and building lasting relationships. Responsibilities Handle customer inquiries and complaints via phone, email, or in-person Provide product and service information to customers Process orders, forms, applications, and requests Keep records of customer interactions and transactions Follow up to ensure resolution of customer issues Participate in team-building activities and career development workshops Collaborate with team members to improve service delivery Qualifications Strong communication and interpersonal skills Customer-oriented mindset and ability to adapt/respond to different types of customers Proficiency in MS Office and customer service software Excellent problem-solving skills and attention to detail High school diploma; college degree preferred Experience in customer service or related field is advantageous Benefits Professional growth and advancement opportunities Supportive and collaborative work environment Participation in workshops and professional development programs Be the voice of our company. Apply now to become a Customer Service Representative!

SNI Companies has partnered with a Financial Services firm in the Irving, TX area that is seeking multiple Bilingual Customer Service Advisors to join their team. This opportunity offers remote flexibility and bonus potential. The ideal candidate will have 2-3 years of call center or customer service experience. Hybrid Schedule: 80% remote, 20% in office. Responsibilities: Effectively identify and assess customer's needs to improve customer satisfaction Handle customer questions, provide appropriate solutions and alternatives within appropriate time limits and follow up to ensure resolution Accurately capture customer info related to payment, contract questions, billing, and cancellation Handle delinquents with calls, emails, letters, and reporting Process cancellations & refunds and keep reporting up to date Verify and set up payments Verify and set up payments Take overflow queue calls for quoting Handle verifying and calculating if a customer is eligible for a mileage waiver Assist with admin duties Job Qualifications: A minimum of one year of prior experience in customer service, call center and/or collections Possess a team mentality that emphasizes collaboration and support with the ability to work independently and part of a team Highly proficient in MS Office; intermediate PC Skills, AS4000 experience is a plus Strong customer service orientation and ability to adapt/respond to different types of personalities and situations that could require negotiation and conflict resolution Results oriented, and ability to multi-task, prioritize, and successfully work in a fast-paced, self-directed environment Bilingual (Fluent in English and Spanish) is a PLUS!

Compensation: Competitive base salary + non capped commission PTO: Flexible Job Description: We are seeking a motivated and results-driven Sales Representative with an entrepreneurial mindset to join our growing team. This role is focused exclusively on sales, with primary responsibility of generating new business, closing deals, and driving revenue growth. If you're a natural closer, love the thrill of the sale, and are hungry for success, we want to hear from you. Responsibilities: · Prospect, identify, and develop new business opportunities · Conduct outbound calls, emails, and follow-ups with potential clients · Present and sell company products/services to new and existing customers · Meet or exceed sales goals on a monthly and quarterly basis · Build and maintain strong relationships with clients · Accurately track all sales activities in pipeline in CRM system Qualifications: · Bachelor's degree · Ability to obtain property and casualty insurance license · Ability to obtain life, health and HMO insurance license · The ability to work well with others in a team environment

Our client is seeking a talented and motivated Banking & Finance Associate (Class of 2019 - 2021) to join their esteemed team in Dallas. Their Banking & Finance practice is globally recognized for its market-leading expertise, providing comprehensive legal solutions across leveraged finance, institutional finance, private equity finance, and investment-grade finance. Responsibilities: Advise corporate borrowers, private equity sponsors, and financial institutions on a wide range of financing transactions. Work on complex leveraged acquisition and recapitalization transactions, investment-grade lending, and syndicated lending. Assist in structuring and negotiating cash flow lending, asset-based lending, loan restructurings, and debtor-in-possession financings. Collaborate with our global M&A, Private Equity, and Restructuring teams to provide integrated solutions to clients. Conduct due diligence, draft documentation, and support deal execution across various finance structures. Qualifications: J.D. from a top-tier law school with strong academic credentials. Admission to the Texas Bar or eligibility to waive in. 3-5 years of experience at a major law firm working on sophisticated finance transactions. Strong analytical, drafting, and negotiation skills with the ability to manage multiple transactions. Experience representing lenders, borrowers, and private equity sponsors in financing matters. Ability to work collaboratively in a fast-paced, high-stakes environment. Benefits: Competitive compensation and performance-based bonus structure. Comprehensive health, dental, and vision insurance. 401(k) retirement plan with firm contributions. Professional development and mentorship opportunities. A collaborative and inclusive firm culture that values diversity and innovation. The opportunity to work on some of the most significant deals in the market with top-tier clients and colleagues. How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (******************************) or you can hit apply now.

Are you detail-oriented, analytical, and excel in a fast-paced environment? Our client, a high-volume insurance office, is seeking a Customer Success Representative to join their dynamic team in a hybrid role. This is a great opportunity to advance within a company that values dedication, precision, and exceptional customer service. Key Responsibilities: ✅Handle a high volume of incoming calls daily ✅Process policy changes efficiently and accurately ✅Provide top-notch customer service that reflects the company's 5-star standards ✅Enter and maintain accurate client data in insurance quoting systems ✅Complete insurance applications and gather documentation to secure underwriting approval What We're Looking For: ✅ 1+ year of customer service experience in the insurance industry (experience with independent agencies is a plus) ✅ Property and Casualty License ✅ Strong attention to detail-able to carefully review policies and contracts for accuracy ✅ Excellent analytical skills and the ability to identify potential risks and solutions ✅ Outstanding communication skills and the ability to build rapport with clients ✅ Process-driven with the ability to follow workflows and improve processes where needed ✅ Proficient in Microsoft Outlook, Excel, and Word, with the ability to learn new software Perks & Benefits: 💪 Health Insurance 🛡️ Employer Paid Short-Term & Long-Term Disability 🩺 Telehealth & Teletherapy 💰 Flexible Spending Account 🦷 Dental & Vision Coverage 🚑 Accident, Life & AD&D, Critical Illness, Hospital Indemnity ⚖️ Legal & Pet Insurance 💼 401(k) 🌴 Paid Time Off & Volunteer Time 💼 Paid Leave (Bereavement, Parental) 👨 💻 Employee Assistance Program 📈 Professional Development Assistance This is a long-term career position offering opportunities for growth and advancement. If you're ready to be part of a team that values precision, excellent service, and continuous improvement, we want to hear from you! Apply Today and Take the Next Step in Your Career!

The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of these positions is to ensure account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts. The position works in a cooperative team environment to provide value to internal and external customers. The associate carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CHRISTUS Health, and fully supports CHRISTUS Health's Mission, Philosophy, and core values of Dignity, Integrity, Compassion, Excellence and Stewardship. Responsibilities: • Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. • Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics. • Ensures PFS departmental quality and productivity standards are met. • Collects and provides patient and payor information to facilitate account resolution. • Maintains an active working knowledge of all Government Mandated Regulations as it pertains to claims submission. Responsible to perform the necessary research in order to determine proper governmental requirements prior to claims submission. • Responds to all types of account inquires through written, verbal, or electronic correspondence. • Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers. Maintains working knowledge of all functions within the Revenue Cycle. • Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution. • Meets or exceeds customer expectations and requirements, and gains customer trust and respect. • Compliant with all CHRISTUS Health, payer, and government regulations. • Exhibits a strong working knowledge of CPT, HCPCS, and ICD-10 coding regulations and guidelines. • Appropriately documents patient accounting host system or other systems utilized by PFS in accordance with policy and procedures. • Provide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience. • Professional and effective written and verbal communication required. Billing • Review and work on claim edits. • Works payor rejected claims for resubmission. • Works reports and billing requests. • Demonstrates strong knowledge of standard bill forms and filing requirements. • Exhibits and understanding of electronic claims editing and submission capabilities. • Correct claims in RTP status in the designated claim system per Medicare guidelines. • Maintains an active knowledge of all governmental agency requirements and updates. Collections • Collect balances due from payors ensuring proper reimbursement for all services. • Identifies and forwards proper account denial information to the designated departmental liaison. Dedicated efforts to ensure a proper denial resolution and timely turnaround. • Maintain an active knowledge of all governmental agency requirements and updates. • Works collector queue daily utilizing appropriate collection system and reports. • Demonstrates knowledge of standard bill forms and filing requirements. • Identify and resolve underpayments with the appropriate follow-up activities within payor timely guidelines. • Identify and resolve credit balances with the appropriate follow-up activities within payor timely guidelines. • Identify and communicate trends impacting account resolution. • Corrects claims in RTP status in the designated claim system per Medicare guidelines. • Initiates Medicare Redetermination, Reopening and/or Reconsideration as needed. • Working knowledge of the CMS 838 credit balance report. Vendor Coordinator • Acts as liaison between external vendors and Revenue Cycle departments to monitor external vendor activities and ensures accounts placed for collection are received timely and acknowledged as received by the vendor. • Manages account transfers between CHRISTUS Health and the various contracted vendors. • Coordinates with Revenue Cycle Managers (Collections, Billing, Cash Applications, etc.) to review of selected accounts prior to transfer and placement with an external third party. • Ensures accounts deemed as closed or uncollectible by the vendors are properly reflected in applicable AR systems. • Maintains department reports measuring agency performance, which includes account placements, collections, returns, and performance metrics. • Advises vendors of CHRISTUS Health billing and collection procedures and ensures accounts identified with third-party coverage are properly billed by the entities as requested by the vendor. • Audits all vendor remittances and ensures all fees billed to CHRISTUS Health are in accordance with the contract and include supporting documentation of payments posted to the account on the patient accounting systems. • Recalls accounts incorrectly placed and/or as requested by Revenue Cycle Managers with the external vendor and returns accounts to open receivables as appropriate. • Creates tools, reports, or documentation that enables Revenue Cycle Leadership to understand, manage, and measure their vendor's performance and to prioritize important relationships. • Performs account reconciliation between CHRISTUS Health system and vendor system. Requirements: HS Diploma or equivalent years of experience required. Post HS education preferred. 1-3 years of experience preferred. Experience working within a multi-facility hospital business office environment preferred. College education, previous Insurance Company claims experience, and/or health care billing trade school education may be considered in lieu of formal hospital experience. Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred. Experience with Medicare & Medicaid billing processes and regulations preferred. Understanding of Medicare language. Knowledge in locating and referencing CMS and/or Medicare Regulations preferred. Work Schedule: TBD Work Type: Full Time EEO is the law - click below for more information: ******************************************************************************************** We endeavor to make this site accessible to any and all users. 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