Join the People Helping People Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider.
Billing & Documentation Specialist
Job description
Position Summary
This role is critical to ensuring the organization is accurately paid for all services performed. We manage a high-volume social services contract, with approximately $3.5 million in annual billing, hundreds of active clients each month, and approximately 3,000–5,000 documents processed quarterly.
The person in this role must be able to work with extreme accuracy, follow structured billing processes, identify missing information, upload documents correctly, and support audit readiness.
The ideal candidate is highly organized, comfortable working in spreadsheets and billing systems, able to read and understand English documentation, and capable of carefully reviewing client files, service records, and billing documents to ensure nothing is missed.
Key Responsibilities
Monthly Billing Support
● Assist with preparing and completing monthly billing for DCS-related client services.
● Review service documentation to confirm billing accuracy before submission.
● Ensure all billable services are captured so the agency is paid for services performed.
● Upload required documents into billing systems, software platforms, and/or designated folders.
● Follow strict billing timelines with a strong sense of urgency.
Document Uploading & File Management
● Upload large volumes of client-related documents with accuracy and consistency.
● Ensure documents are named, saved, categorized, and uploaded according to company
standards.
● Review uploaded files to confirm accuracy, completeness, and correct placement.
● Maintain organized electronic records for billing and audit purposes.
Auditing & Quality Control
● Conduct routine audits of billing documentation, client records, and service files.
● Identify missing, incomplete, inaccurate, or inconsistent information.
● Compare documentation across spreadsheets, billing systems, and internal software.
● Flag discrepancies and follow up with the appropriate internal team member.
● Help ensure the organization is prepared for audits and compliance reviews.
Spreadsheet & Data Tracking
● Use spreadsheets to track billing status, missing documents, client information, and audit
findings.
● Enter and update data accurately.
● Use filters, sorting, basic formulas, and organized tracking systems to manage
high-volume information.
● Maintain confidentiality and accuracy when working with sensitive client and billing
information.
Communication & Follow-Up
● Communicate clearly and professionally with U.S.-based team members.
● Provide updates on billing progress, missing documents, and urgent issues.
● Ask clarifying questions when documentation is incomplete or unclear.
● Escalate concerns quickly when deadlines or billing accuracy may be impacted.
Required Skills & Qualifications
● Strong written and reading comprehension in English.
● Experience with billing, documentation review, data entry, auditing, or administrative
support.
● Strong spreadsheet skills, including Google Sheets or Microsoft Excel.
● Ability to learn and navigate billing systems, client management systems, and document
management platforms.
● Excellent attention to detail and accuracy.
● Ability to work with repetitive, high-volume documentation without losing focus.
● Strong organizational and time management skills.
● Ability to identify missing information and inconsistencies across systems.
● Comfortable working under deadlines and with a sense of urgency.
● Able to maintain confidentiality when working with sensitive client information.
● Reliable internet connection and remote work setup.
Preferred Experience
● Experience supporting U.S.-based companies.
● Experience in healthcare, behavioral health, social services, child welfare, insurance
billing, government contracts, or compliance-related work.
● Experience reviewing documentation for audits or billing accuracy.
● Experience working with remote teams across different time zones.
● Familiarity with Google Workspace, including Google Drive, Google Sheets, Gmail, and
Google Calendar.
Ideal Candidate Profile
The ideal candidate is someone who:
● Is extremely detail-oriented and does not overlook small errors.
● Takes ownership of deadlines and follows through without constant reminders.
● Understands that billing accuracy directly impacts the company’s ability to serve families.
● Can manage large volumes of documents and information.
● Is comfortable asking questions when something does not look correct.
● Has a strong sense of urgency, especially during monthly billing deadlines.
● Can work independently while staying aligned with team expectations.
● Values accuracy, confidentiality, and consistency.
Requirements
This is a 100% Remote Work
Up to $7/hr
Available regions
Each region below is open to applicants in that country only. Apply through the link for your region.
You will be redirected to the company's website to complete your application.