Jobs · Finance · California

Operations & Compliance Auditor

WeShare Health · Orange, CA · 3 wk ago
FinanceFull-time

About the role

The Operations & Compliance Auditor ensures accuracy, compliance, and efficiency across call-center and operational workflows. This role conducts advanced, risk-based audits across multiple communications channels, identifies systemic gaps, and provides strategic insights that protect revenue, data integrity, and member experience.

Responsibilities

  • Quality Oversight & Multi-Channel Auditing:
    • Conduct risk-based audits across calls, case documentation, emails, texts, escalations, exceptions, and retention/saves
    • Perform high-risk and escalated audits requiring independent judgment and regulatory awareness
    • Identify systemic process gaps, compliance deviations, terminology inconsistencies, operational risks, and provide actionable recommendations
    • Peer-to-peer audits and audit the auditors
    • Operational Expertise & Escalation Support:
      • Serve as a subject matter expert for eligibility, application outcomes, cancellations, reinstatements, saves, and compliance workflows
      • Act as an escalation resource for complex or high-risk cases
      • Ensure adherence to internal protocols, documentation standards, and compliance requirements
      • Proactively identify and resolve operational or compliance issues with a solutions-oriented approach
    • Trend Analysis & Strategic Insight:
      • Analyze audit trends and performance metrics to support leadership decision-making
      • Identify recurring errors, blind spots, and systemic issues and contribute to process improvement planning
      • Provide complete, accurate reporting with clear recommendations
      • Participate in calibration sessions to ensure consistent scoring
      • Detect errors impacting revenue, billing accuracy, eligibility, or member records
      • Support special projects and implementation of safeguards that protect revenue and reputation
    • Reporting, Documentation, & System Optimization:
      • Maintain accurate audit logs and documentation
      • Support development of audit scorecards, QA workflows, and reporting frameworks
      • Participate in system optimization initiatives to improve operational efficiency
    • Reliability & Performance:
      • Consistently meet or exceed KPIs with minimal supervision
      • Demonstrate strong follow-through, confidentiality, and discretion with sensitive data
      • Maintain a solutions-oriented mindset in resolving operational challenges

Qualifications

  • HS Diploma/GED or higher
  • 1+ year in QA, auditing, compliance review, call-center QA, or customer service
  • Experience auditing calls, written correspondence, and case documentation
  • Strong analytical skills with trend and root-cause identification
  • High attention to detail, risk assessment ability, and independent judgment
  • Strong written and verbal communication skills
  • Proven reliability, confidentiality, and ability to provide objective feedback
  • Excel proficiency and experience creating structured reports
  • Demonstrated process-improvement and system-optimization experience
  • Strong organizational skills and ability to work with minimal supervision

Preferred Qualifications

  • Experience in healthcare, health-sharing, insurance, or non-profit environments
  • Familiarity with compliance frameworks and HIPAA
  • Bilingual (Spanish/English) and tech-savvy

What we offer

  • Competitive hourly and benefits package, including health, life dental, and vision insurance, 403(b) with company match, and time off
  • The chance to make a meaningful impact in the lives of individuals and families seeking affordable, faith-based healthcare solutions
  • A great culture where you work with the founders and key stakeholders in a relaxed, but innovative atmosphere
  • UHSM is an Equal Opportunity Employer

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