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Chargeback Analyst – Portfolio Team
HFDChargeback Analyst ensuring compliance and analyzing performance of purchased loans in healthcare finance. Collaborating with business partners for effective operations and continuous improvements.
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Assist Portfolio Manager in identifying first payment default and down payment chargebacks within HFD's enterprise level portfolios.
- Submit chargeback responses in an accurate timely manner to assist HFD in winning such disputes.
- Using our contracts and operational term sheets, ensure that we are compliant with terms of our agreement to enterprise level customers.
- Utilizing operational term sheets, assist in managing enterprise level providers to track thresholds and maximize its return on investment.
- Assist with monitoring post charge off collection vendor performance and remittances.
- In this role, you will be trained to be able to read contracts and create operational term sheets.
- Assist in the creation of operational processes and workflows.
- Be able to identify and alert management to "red flags" or trends within data.
- Assist in creating feedback loops with our providers to ensure timeliness and accuracy in our submissions.
- Participate in special projects aimed at continuous process improvements related to operational processes and procedures.
- Perform ad hoc duties as assigned.
Requirements
What you’ll need- Bachelor's Degree, preferably in Finance or Accounting
- Strong analytical skills and attention to detail
- Strong interpersonal skills with the ability to work in a collaborative team environment
- Ability to adapt to changing business needs with a solution-oriented mindset
- A willingness to learn
- Ability to multi-task
- Proficient in Microsoft Excel
- Not required, but Preferred skill set
- Dispute or Chargeback experience
- Previous experience in underwriting
- Payment portal compliance
- Hubspot
- MS SQL Database experience
Benefits
Comp & perks- Medical, Dental, Vision Insurance
- 401k with 4% company match.
- Time off: 10 days per year of PTO, 6 days of paid sick time, plus 6 paid holidays and 1 floating holiday.
- EPIC company culture
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
analytical skillsattention to detaildispute experiencechargeback experienceunderwriting experiencepayment portal complianceMicrosoft ExcelMS SQL Database
Soft Skills
interpersonal skillscollaborative team environmentadaptabilitysolution-oriented mindsetwillingness to learnmulti-tasking
Certifications
Bachelor's Degree in FinanceBachelor's Degree in Accounting