Refund/Credit Balance Specialist

Are you interested in harnessing technology and AI to transform healthcare?

 At XiFin, we believe a healthier, more efficient healthcare system starts with strong financial and operational foundations. Our innovative technologies help diagnostic providers, laboratories, and healthcare systems manage complexity, drive better outcomes, and stay focused on what matters most: patient care.

We’re on a mission to simplify the business side of healthcare—and we know that mission takes people from all backgrounds and experiences. Whether you’re early in your career or bringing years of expertise, we welcome your perspective, your curiosity, and your passion. We value individuals who ask questions, challenge the status quo, and want to grow while making a real difference.

About the Role

The Refund/Credit Balance Specialist is responsible for ensuring all outstanding credits tied to a specific accession are researched to validate any refund needed back to the patient, payor, and/or client. This is done by reviewing all corresponding EOB’s, patient payments, and/or client invoices. This role requires a strong team player, who can partner with others to share information. You will also be highly organized with excellent follow-up and comfortable in a fast-paced environment. This is an excellent opportunity to develop your career in the field of Revenue Cycle Management. 

This position will be located at our offices in Charleston, SC. 

This position is not eligible for employment sponsorship now or in the future. Applicants must have current and ongoing authorization to work in the United States.

How you will make an impact:

In this role, you’ll:

• Oversite and management of vendor clarifications and timely turnaround time on all outstanding credit balance accounts
• Assist in monitoring production and quality assurance for vendor and work assigned
• Work all escalated accounts in a timely manner
• Ensure that we maintain compliance based on XIFIN and governmental guidelines to ensure no more than a 60-day turnaround time, depending on payor
• Make calls to payors when unclear on who should be refunded based on documentation in review.
• Understanding regulations at a payor level pertaining to credit balance procedures & processes

What you will bring to the team:  

We’re looking for someone with a growth mindset and a passion for learning. You might be a great fit if you:

• Are detail-oriented, organized, and proactive
• Communicate clearly and confidently, both in writing and in conversation
• Are eager to learn, ask great questions, and work with others to solve problems
• Possess the ability to translate technical concepts to a non-technical audience
• Have the ability to identify denial issues form insurance payors 

Skills and experience you have: 

You don’t need to check every box. We will consider a combination of education and experience, including:

• High School diploma required, Associate degree or higher preferred
• 1-year related experience in medical field
• Professional working experience in MS Suite 
• Understanding of medical terminology

Why XiFin?

We’re more than just a healthcare technology company—we’re a team that cares about people.
 Here’s a glimpse at what we offer:

• Comprehensive health benefits including medical, dental, vision, and telehealth
• 401(k) with company match and personalized financial coaching to support your financial future 
• Health Savings Account (HSA) with company contributions
• Wellness incentives that reward your preventative healthcare activities
• Tuition assistance to support your education and growth
• Flexible time off and company-paid holidays
• Social and fun events to build community at our locations!  

Pay Transparency

At XiFin, we believe in pay transparency and fairness. The expected hourly range for this role is $20 to $24, based on your experience, skills, and geographic location.

Depending on your qualifications, you may be considered for either a Refund/Credit Balance Specialist or Sr. Refund/Credit Balance Specialist title. Final compensation will be determined during the selection process and may vary accordingly.

Accessibility & Accommodations

We’re committed to providing an inclusive and accessible experience for all applicants. If you need a reasonable accommodation during the application process, please contact us at 858-436-2900.

Equal Opportunity Employer

XiFin is proud to be an equal opportunity employer. We value diverse voices and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity, sexual orientation, disability, age, veteran status or any other basis protected by law.

Ready to apply?
We’d love to hear from you—even if you’re not sure you meet every qualification. If you're excited about the role and believe you can contribute to our team, please apply. Let's build something meaningful together.