Insight Global
Member Payments Operations Specialist
Insight Global - San Diego, California, United States, 92101
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Overview
Member Payments Operations Specialist
MedImpact is looking for a detail-oriented and systems-savvy Member Payments Operations Specialist to help manage the full cycle of member payments. This person will play a critical role in reconciling deposits, resolving member issues, working across multiple systems (including US Bank, PMT Lite, and Wipro portals), and coordinating with internal teams like Accounting and Treasury. Key Responsibilities: Track and reconcile member payments sent via mail to the lockbox vendor, including live checks and ACH transactions. Use US Banks platform to create and validate BAI2 files and bank payment files. Collaborate with Wipro to request and upload required financial reports: Refund Report (unapplied or out-of-pocket payments) ACH Returns Member Draft Failures Lockbox Returns Valid/Invalid Payment Reports Load invoice and plan payment files into the PMT Lite (Apex Tool) to support real-time payment tracking. Perform daily reconciliation tasks using the Feedback File and identify errors or missing records. Work with Treasury and Accounting to complete cash receipts creation and bank reconciliations. MI Accounting - Manage credit memo workflows using Salesforce eFAR, EBS, and Navision for adjustments and offsets.(Credit memo workflow is still being worked on - pending confirmation with Blake) Handle any exception payments (e.g., live checks sent to the office) outside of the standard lockbox flow. Act as a liaison between the finance team, Wipro, and the lockbox vendor to ensure smooth operations. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form.
MedImpact is looking for a detail-oriented and systems-savvy Member Payments Operations Specialist to help manage the full cycle of member payments. This person will play a critical role in reconciling deposits, resolving member issues, working across multiple systems (including US Bank, PMT Lite, and Wipro portals), and coordinating with internal teams like Accounting and Treasury. Key Responsibilities: Track and reconcile member payments sent via mail to the lockbox vendor, including live checks and ACH transactions. Use US Banks platform to create and validate BAI2 files and bank payment files. Collaborate with Wipro to request and upload required financial reports: Refund Report (unapplied or out-of-pocket payments) ACH Returns Member Draft Failures Lockbox Returns Valid/Invalid Payment Reports Load invoice and plan payment files into the PMT Lite (Apex Tool) to support real-time payment tracking. Perform daily reconciliation tasks using the Feedback File and identify errors or missing records. Work with Treasury and Accounting to complete cash receipts creation and bank reconciliations. MI Accounting - Manage credit memo workflows using Salesforce eFAR, EBS, and Navision for adjustments and offsets.(Credit memo workflow is still being worked on - pending confirmation with Blake) Handle any exception payments (e.g., live checks sent to the office) outside of the standard lockbox flow. Act as a liaison between the finance team, Wipro, and the lockbox vendor to ensure smooth operations. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form.