Finance Specialist - Resident Funds

Overview The Finance Specialist - Resident Funds is responsible for billing and posting charges and payments to the Accounts Receivable Resident Funds System. As well as assisting in the health information department. Responsibilities Job duties specific to this position: Completes data entry daily for all receipts and disbursements. Reconciles bank accounts and subsidiary accounts receivable ledgers to the general ledger monthly. Posts deposits received to the Accounts Receivable system and follows up on unpaid invoices. Ensures Residents' monthly expenses are paid timely and accurately Filing of documents into PCC Requests application be made for representative payee of resident's social security, SSI or VA benefits when appropriate. Secures Finance admissions packets and necessary signatures Adheres to the DOH Resident Right's regulations. Distributes Quarterly statements as required by DOH regulations to appropriate parties Promotes elders' autonomy in decision-making and honors choice while adhering to Medicaid regulations Works with Public Administrator to ensure timely notice of residents' passing and returning funds to appropriate county as required Collaborates with Finance Resources staff to assist with completing resident documents Provides updated insurance billing information to outside agencies (ie: LabCorp, K&A, TEAMhealth) Be willing to obtain notary license as requested by Finance Operations Director QualificationsAssociate's degree preferred. Minimum qualification: High School Diploma. 3+ years' experience in finance, accounts receivable preferred. 1-2 years' experience with automated finance software. Position requires travel between finance department and to the bank as necessary. Valid driver's license and reliable vehicle with insurance required. Ability to perform accounting and financial tasks with accuracy. Strong organizational skills and attention to detail. Strong customer service skills. Proficient in MS Office and able to learn new software rapidly. An equivalent combination of education and experience which provides proficiency in the areas of responsibility listed above may be substituted for the above education and experience requirements. Physical Requirements Walking 30.00% Standing 10.00% Sitting 60.00% Lifting Nominal The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Loretto reserves the right to modify position duties at any time, to reflect process improvements and business necessity. Benefits/CompensationPay range is $22.93 - $23.39/hour, based on experience Excellent medical, dental, prescription and vision insurance Disability coverage Tuition Reimbursement Program 401(k) Retirement/Pension Plans Discounted Gym Membership Free Loretto Health Clinic Visits Generous Paid Time-Off Accrual Fun events for employees Convenient locations with free parking Employee Coaches - to help you achieve life goals Diaper Assistance Program Opportunity for career growth and movement within 19 sites!

Created: 2026-03-04