This role is office-based in Mexico. The role requires professional fluency in English (spoken and written).
Position Summary:Primary Accountabilities:
Operational (60%)
Review unapplied checks daily and escalate issues that cannot be resolved within specified deadlines
Internally and externally document efforts to resolve unapplied cash
Research and request missing remittance via online portals, working with the Payer Relations Team to secure electronic remittance, or contacting the insurance carrier to request paper remittance
Process remittance received in order to create payment batches for association
Resolve payment batch exceptions
Analytical (30%)
Perform trending analysis of unapplied cash and provide actionable recommendations to leadership, operations and account teams
Complete research, trending and analysis in order to accurately identify which open checks can be manually associated to available payment batches
Use root cause analysis to identify and resolve issues
Administrative (10%)
Follow HIPAA policies and procedures per company guidelines
Participate in required and targeted departmental trainings, which may include (but are not limited to) AI, finance, systems, compliance, and process improvement initiatives
Complete ongoing learning and development activities that evolve year-over-year to support departmental, organizational, and industry changes
Required Qualifications:
High School Diploma/GED
1-2 years of related work experience and/or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the major responsibilities/essential functions of the position.
Proficient in Microsoft Windows and Google Office Suite
Competent in Microsoft Office Excel and Adobe
Individual Competencies:
Analytical and Critical Thinking
Ability to tackle problems using a logical, systematic, and data-driven approach, including the evaluation of trends, financial impacts, and process outcomes.
Adaptable
Responds to change with a willingness to learn new tools, technologies, processes, and ways of working as business needs evolve.
Teamwork
Builds relationships and works cooperatively with others, inside and outside the organization, to achieve shared goals and maintain mutually beneficial partnerships.
Communication
Clearly gives and receives information in written, verbal, and visual formats to ensure understanding, alignment, and effective execution.
Curiosity and Continuous Learning (expanded)
Demonstrates a strong desire to learn and explore new concepts, including emerging technologies such as AI and machine learning, financial principles, and process efficiencies. Actively seeks opportunities to apply new knowledge to improve accuracy, efficiency, and outcomes.
Problem Solving
Gathers, analyzes, and evaluates information to develop effective solutions while weighing accuracy, relevance, and potential financial or operational impact.
Collaboration
Works collaboratively across teams and functions to drive improvements, share insights, and support operational and analytical excellence.
Efficiency & Process Improvement (new)
Shows curiosity and initiative in identifying opportunities to improve workflows, leverage automation or AI-enabled tools, and enhance financial and operational efficiency
The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
While performing the duties of this job, the associate is:
Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.
Regularly required to talk or hear and read instructions on a computer monitor and/or printed on paper.
Rarely required to stand, kneel or stoop, and lift and/or move up to ## pounds.
Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.
Occasionally: Job requires this activity up to 33% of the time
Frequently: Job requires this activity between 33% - 66% of the time
Regularly: Job requires this activity more than 66% of the time
Safety:
Support a safe work environment by following safety rules and regulations and reporting all safety hazards.
Put Customers First
Consistently place clients at the center of your work by actively listening, anticipating needs, and delivering accurate, results-driven solutions that meet both short-term priorities and long-term goals.
Raise the Bar
Approach your work with a positive, accountable mindset, taking ownership of outcomes and striving for high-quality results that exceed expectations through continuous improvement and attention to detail.
Seek Truth Together
Communicate clearly, respectfully, and transparently with clients and teammates. You collaborate across teams, share insights, and leverage information to drive alignment, solve problems, and achieve shared objectives.
Learn in Action
Remain open to new ideas, feedback, and evolving ways of working. You apply curiosity and learning—across systems, processes, finance, and emerging technologies—to improve efficiency, accuracy, and effectiveness.
Uphold Commitments
Set and achieve meaningful goals with a strong sense of urgency, integrity, and accountability, honoring promises made to clients, teammates, and the organization.
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