Financial Review Specialist

Position Information

Job Title: Financial Review Specialist
Department: Financial Review Services
Reports To: Financial Review Team Lead / Operations Manager
Location: Onsite – Kingston, Jamaica
Employment Type: Full-Time

Job Summary

The Financial Review Specialist is responsible for reviewing financial documentation submitted in support of Medicaid eligibility applications to ensure completeness, accuracy, and compliance with client requirements. This role requires the ability to analyze financial records, identify discrepancies, document findings, and process cases in accordance with established policies, procedures, service level agreements (SLAs), and HIPAA regulations.

Working within a structured production environment, the Financial Review Specialist will consistently deliver high-quality work while meeting productivity targets and maintaining the highest standards of confidentiality, professionalism, and accuracy. The ideal candidate is analytical, detail-oriented, organized, and committed to delivering exceptional results in a fast-paced environment.

Work Schedule

• Schedule: Monday to Friday
• Standard Hours: Based on client operational requirements - any shift between 8:00 am CST to 6:00pm CST
• Location: Onsite – Kingston, Jamaica
• Time Zone: Must be available to work aligned with U.S. business hours
• Daylight Savings: Work schedule may adjust to align with U.S. Daylight Saving Time
• Flexibility: Required based on client and operational needs

Essential Job Functions

(Listed in order of importance with approximate % of time. Total equals 100%.)

#

Function

% of Time

Financial Document Review & Analysis – Review bank statements, financial statements, tax documents, billing records, income documentation, and supporting financial records submitted for Medicaid eligibility applications. Verify completeness, identify discrepancies, determine missing information, and accurately document findings while ensuring compliance with established client requirements.

40%

Case Documentation & Quality Assurance – Maintain accurate case documentation, record findings, update internal systems, and ensure all reviews meet quality standards, service level agreements (SLAs), HIPAA requirements, and company policies. Escalate cases requiring additional investigation or clarification.

25%

Productivity & Workflow Management – Manage daily case assignments, prioritize workload, meet productivity expectations, maintain accuracy standards, and consistently achieve established turnaround times while balancing quality and efficiency.

15%

Compliance & Confidentiality – Handle sensitive financial and healthcare information with the highest level of confidentiality. Ensure compliance with HIPAA, data privacy regulations, client requirements, and VLBPO policies governing information security and document handling.

10%

Collaboration & Continuous Improvement – Collaborate with Quality Assurance, Operations, and leadership to resolve case issues, participate in training initiatives, provide feedback on process improvements, and contribute to continuous operational excellence.

10%

Total:
100%

Required Qualifications (Knowledge, Skills & Experience)

Education

• Associate Degree in Accounting, Finance, Business Administration, Economics, Banking & Finance, Healthcare Administration, or a related field; or
• Bachelor's Degree (completed or in progress) in a related discipline.
• Final-year university students with strong analytical abilities are encouraged to apply.

Experience

• Previous experience in financial document review is preferred but not required for exceptional candidates.
• Six (6) months to two (2) years of experience in one or more of the following areas is considered an asset:
  • Accounting
  • Finance
  • Banking
  • Insurance
  • Healthcare Administration
  • Medical Billing
  • Loan Processing
  • Mortgage Processing
  • Financial Document Review
  • Bookkeeping
  • Accounts Payable/Receivable
  • Administrative Support

Technical Skills

• Intermediate Microsoft Excel skills.
• Proficiency in Microsoft Word and Outlook.
• Ability to review and interpret financial documents.
• Strong numerical reasoning and analytical abilities.
• Excellent written and verbal communication skills.
• Ability to manage confidential information with discretion.
• Strong organizational and time management skills.

Preferred Qualifications

• Experience reviewing financial or eligibility documentation.
• Experience working within a healthcare, insurance, banking, financial services, or BPO environment.
• Familiarity with Medicaid or healthcare eligibility processes.
• Experience working within quality-driven production environments.
• Knowledge of HIPAA or data privacy requirements is an asset.

Core Competencies

• Attention to Detail
• Analytical Thinking
• Accuracy
• Critical Thinking
• Integrity
• Accountability
• Confidentiality
• Problem Solving
• Decision Making
• Organization & Planning
• Time Management
• Communication Skills
• Customer Focus
• Adaptability
• Team Collaboration

Performance Expectations

Successful candidates will be expected to:

• Maintain a minimum 98% quality accuracy.
• Meet established daily productivity targets.
• Achieve all client service level agreements (SLAs).
• Demonstrate excellent attendance and reliability.
• Protect confidential financial and healthcare information.
• Consistently comply with HIPAA and client confidentiality requirements.
• Contribute to continuous improvement initiatives and operational excellence.

Work Conditions / Physical Demands / Travel Requirements

This position operates in a professional onsite office environment and requires:

• Extended periods of computer use while reviewing financial documentation.
• Reviewing high volumes of detailed financial and healthcare records.
• Maintaining sustained concentration and accuracy throughout the workday.
• Meeting strict productivity and quality expectations.
• Maintaining confidentiality and adherence to data security standards.
• Collaboration with Operations, Quality, and Leadership teams.
• Flexibility to support changing operational priorities and client requirements.

Who You Are

You are a highly analytical and detail-oriented professional who enjoys working with financial information and solving complex problems. You take pride in producing accurate, high-quality work while managing multiple priorities in a fast-paced environment. You possess excellent judgment, maintain strict confidentiality, and understand the importance of following established processes and compliance standards. Most importantly, you are committed to delivering exceptional service while contributing to the success of both the client and VLBPO.

What We Offer

At Virtual Leaders BPO, we are committed to creating an environment where our employees can grow professionally while enjoying a healthy work-life balance. As a Financial Review Specialist, you'll enjoy:

• Competitive Salary: JMD $120,000 to JMD $140,000 per month upon successful completion of probation.
• Health Insurance Benefits
• Corporate Business Hours aligned with U.S. operations
• Monday–Friday Work Schedule
• Weekends Off
• Professional Growth & Career Development Opportunities
• Supportive, Collaborative Team Environment
• Comprehensive Training & Ongoing Coaching
• Opportunity to work with a growing international healthcare client

Important Notes

• Responsibilities may evolve based on client requirements, regulatory changes, operational needs, or business growth.
• The Financial Review Specialist is expected to uphold the highest standards of professionalism, confidentiality, integrity, and compliance.
• Accuracy, accountability, and adherence to quality standards are essential for success in this role.

Disclaimer

This job description outlines the general nature and level of work performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Duties may be modified or assigned as business needs evolve.

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