Finance Banking Specialist

Imagine360 is seeking a Finance Banking Specialist to join the team!  As a third party payer for self-funded health and welfare plans, Imagine360 is committed to driving change in the healthcare industry. Imagine360 is continuously disrupting the industry with solutions that bring results. Our strategies are transforming the health and well-being of individuals and organizations. We also offer multiple levels of service within every solution category, for a truly customizable experience. This position of Finance Banking Specialist is responsible for compiling, calculating, reconciling and posting financial data for use in maintaining client records and producing financial reports for Imagine360 clients. This position also assists the Finance team in performing daily activities to support successful team outcomes and achieves quality and production metrics.

Position Location: 100% remote

Responsibilities include but are not limited to:

• Check/ACH Processing

• Prepare checks for deposit based on provided task instructions and closing the tasks are they are completed.

• Issue checks or prepare ACH transactions for claims reimbursement payments.

• Post check deposits and payments.

• Verify, monitor, and resolve funding and banking items, such as refunds, voided checks, reissued checks, etc.

• Monitor accounts receivable and over/short payments.

• Adhere to department policies and procedures.

• Back-up and other duties, as assigned.

• Record keeping

• Complete premium and claims reconciliations accurately and timely, producing related reports for clients.

• Collect banking transaction information, verify for accuracy, and coordinate posting record keeping entries.

• Compile information and verify for accuracy, client ledgers and other financial reporting.

• Maintain internal control systems, such as check log, banking account ledger, etc.

• Adhere to department policies and procedures.

• Back-up and other duties, as assigned.

• Customer Service

• Acts as a role model in demonstrating the core values in customer service delivery.

• Provide timely and thorough follow up with, internal and external customers.

• Appropriately escalate difficult issues up the chain of command.

• Quality Assurance

• Perform review and/or audit of other employees' work to ensure quality and procedural measures are being met.

• Actively participate in staff meetings and cross-departmental meetings, ensuring financial standards are met.

• Serve on committees, work groups, and/or process improvement teams, as assigned, to assist in improving quality/customer satisfaction.

• Recognize and alert appropriate supervisor of trends within their scope of responsibility that fall outside of quality parameters.

• Performs self-quality monitoring to develop and execute plans to meet established goals.

• Provide ongoing feedback to help optimize quality performance.

• Develop new or improve current internal processes to improve quality.