Funding Specialist Lead - South Region

Accountabilities:

• Funding Operations: Coordinate with funding leadership, branch managers, rehabilitation technology suppliers, and office support teams to ensure operational procedures are completed accurately, consistently, and within expected timelines.
• Funding Process Management: Monitor transaction cycle time from coding and pricing completion through documentation completion, ensuring each step is completed in the correct sequence to support timely, high-quality funding approvals.
• Team Coverage and Operational Support: Provide funding support during employee absences, vacancies, leave periods, and other operational needs. Assist with coding and pricing, submissions, authorization collection, quality assurance, and delivery verification tasks as required.
• Documentation Collection and Review: Request, gather, and review funding documentation, including prescriptions, Letters of Medical Necessity, rehabilitation technology evaluations, price lists, assignments of benefits, advance beneficiary notices, and rental or purchase letters.
• Insurance Verification and Compliance: Verify insurance coverage, communicate benefits and coverage details to clients, and ensure documentation meets applicable payer requirements and internal policies before marking work orders complete.
• Stakeholder Communication: Maintain professional, timely communication with referral sources, physicians, therapists, rehabilitation technology suppliers, clients, and internal teams to obtain required documentation, resolve issues, and keep funding cases progressing.
• Client Support and Financial Guidance: Keep clients informed throughout the funding process when applicable, explain financial responsibilities, coordinate collection of required payments, and guide eligible clients through hardship procedures where permitted.
• Escalation and Problem Resolution: Follow documentation collection escalation procedures, investigate funding issues, coordinate corrective actions, and communicate process changes to the relevant stakeholders.
• Team Leadership and Development: Provide direction, coaching, and guidance to Funding Specialists. Support training, encourage collaboration, motivate team members, and recognize strong performance.
• Quality Assurance and Performance Monitoring: Conduct routine audits to identify documentation errors, coaching opportunities, and performance gaps. Help maintain high standards of accuracy, productivity, and compliance.
• Process Improvement and Training: Identify best practices for obtaining clinical documentation, coordinate training opportunities, investigate discrepancies in the UPD, and recommend updates to funding procedures and payer documentation requirements.
• Management Reporting: Communicate team progress, task completion, operational challenges, and priorities to management. Support performance evaluations and help address customer complaints, billing questions, and payer correspondence.
• Additional Operational Support: Assist with new business acquisitions, temporary branch processing needs, and other funding-related assignments as requested.

Requirements:

• At least 3 years of experience in Durable Medical Equipment (DME) and/or Complex Rehabilitation Technology (CRT), with experience across Funding Specialist responsibilities strongly preferred.
• Extensive knowledge of funding processes and insurance requirements for DME and complex rehabilitation technology, including insurance verification and reimbursement procedures.
• Experience processing both repair and non-repair funding cases is preferred.
• Experience using Mobility Advisor or comparable data management and funding systems.
• Demonstrated leadership skills, including the ability to guide, coach, motivate, and develop team members in a remote environment.
• Excellent interpersonal, written, and verbal communication skills, with the ability to work effectively with clients, healthcare professionals, internal teams, and external partners.
• Strong organizational skills and attention to detail, with the ability to manage multiple cases, prioritize tasks, and meet deadlines.
• A customer-focused mindset and commitment to accurate, compliant, and timely service.
• Proficiency with Microsoft Office applications, including Outlook, PowerPoint, and Excel, with practical experience using spreadsheets and formulas.
• Ability to interpret business reports, technical procedures, work instructions, and applicable governmental regulations.
• Ability to prepare reports, business correspondence, and training materials, and to present information clearly to different audiences.
• A collaborative mindset, adaptability, and willingness to learn and apply professional and industry standards.
• Ability to work effectively from a home office while following established remote work policies and requirements.

Benefits:

• Primarily remote work environment, with occasional work in a professional office setting as needed.
• Opportunity to lead and develop a team supporting essential healthcare equipment funding operations.
• Meaningful work that helps clients access durable medical equipment and complex rehabilitation technology to support their mobility and independence.
• Opportunities to contribute to process improvements, staff development, and operational excellence.
• The original job description does not specify a salary range or detailed benefits package.