HFD · 1 day ago
Team Lead – Chargeback Team
United States
Full-time
Remote
Senior Level
$24/hr - $30/hr
7+ years expHFD is dedicated to helping the underserved live healthier, and they are seeking a Team Lead for the Chargeback Team. This role involves providing effective leadership and support to team members while ensuring departmental standards are met and processes are improved.
Financial Services
Responsibilities
Provide effective leadership, coaching, and mentoring of staff to identify and implement opportunities for improvement in processes
Analyze information and evaluate results to choose the best solution and solve problems
Lead team to maximize productivity, communicate issues, and implement ideas to improve processes
Establish a high standard for productivity and quality, as well as define user guidelines. Ensure all tasks, emails, correspondence, and research functions are handled with SLA and compliance standards
Identify trends and escalate issues to manage timely, for minimizing corporate risk, enhancing the customer experience, and adherence to root cause policies and procedures
Assist with the creation of training material for new hires and development of department KPIs
Maintain the highest level of quality and collaboration with every interaction
Utilize programs including Microsoft Excel
Ensure that work is accurate, complete, and delivered in a timely manner according to Standard Operating Procedure guidelines
Deliver digital content to customer systems and verify data integrity in delivery processes
Complete daily dashboards for assigned tasks and save in proprietary software system
Process and post auto ACH and credit card payments, reversals, and manual ACH payments
Upload all payment data to public file for record keeping
Assist the team with responding to Customer payment disputes with payment processors
Process cancellations, write-offs, and adjustments in ledger i.e. outstanding fees or negative liability owed to HFD, ledger adjustments
Verify posting accuracy in our proprietary software program, ELI
Meet weekly with direct reports for performance metrics review and professional development and report weekly to supervisor detailing accomplishments, areas for improvement, clear performance goals, maintenance of timecards, and effectiveness of systems
Perform other duties and responsibilities, as assigned
Qualification
Required
7 + years of relevant experience
Provide effective leadership, coaching, and mentoring of staff to identify and implement opportunities for improvement in processes
Analyze information and evaluate results to choose the best solution and solve problems
Lead team to maximize productivity, communicate issues, and implement ideas to improve processes
Establish a high standard for productivity and quality, as well as define user guidelines
Ensure all tasks, emails, correspondence, and research functions are handled with SLA and compliance standards
Identify trends and escalate issues to manage timely, for minimizing corporate risk, enhancing the customer experience, and adherence to root cause policies and procedures
Assist with the creation of training material for new hires and development of department KPIs
Maintain the highest level of quality and collaboration with every interaction
Utilize programs including Microsoft Excel
Ensure that work is accurate, complete, and delivered in a timely manner according to Standard Operating Procedure guidelines
Deliver digital content to customer systems and verify data integrity in delivery processes
Complete daily dashboards for assigned tasks and save in proprietary software system
Process and post auto ACH and credit card payments, reversals, and manual ACH payments
Upload all payment data to public file for record keeping
Assist the team with responding to Customer payment disputes with payment processors
Process cancellations, write-offs, and adjustments in ledger i.e. outstanding fees or negative liability owed to HFD, ledger adjustments
Verify posting accuracy in our proprietary software program, ELI
Meet weekly with direct reports for performance metrics review and professional development and report weekly to supervisor detailing accomplishments, areas for improvement, clear performance goals, maintenance of timecards, and effectiveness of systems
Perform other duties and responsibilities, as assigned
Benefits
Medical, Dental, Vision Insurance.
401k with 4% company match.
Time off: 10 days of PTO, 6 days of paid sick time, plus 6 paid holidays and 1 floating holiday (from the preapproved HFD list).
EPIC company culture.
Company
HFD
HFD is a fintech platform that allows healthcare providers to offer innovative pay-over-time options to every patient, regardless of their credit.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tyler Johnson
Chief Executive Officer
Patrick Visser
Chief Technology Officer
Recent News
2025-05-01
2025-04-30
Fintech News America
2025-04-30
Company data provided by crunchbase