VirtualVocations
via Talent.com
Financial Services Team Lead
Compensation
$Not specified
Responsibilities
Oversee daily workflows and lead a financial services team to improve processes and productivity.
Requirements
High school diploma, 1+ years of supervision or team lead experience in a financial services-related role, proficiency in Microsoft Office, especially Excel, and experience with specific PM/EHR systems preferred.
Full Description
A company is looking for a Financial Services Team Lead to support the RCM Financial Services area and oversee daily operations within the team. Key Responsibilities Oversee daily workflows for payment posting, unassigned accounts, credit balance resolution, and reconciliation Lead and promote standardized payment posting and reconciliation processes across the organization Provide coaching, mentorship, and real-time support to staff to improve quality, productivity, and competency Required Qualifications 1+ years of supervision, team lead, or trainer experience within a financial services-related role High school diploma required Proficient in Microsoft Office with strong Excel skills Experience with Nextech, Allscripts, HST, PayerPath, or similar PM / EHR systems preferred
This job posting was last updated on 1/8/2026
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