Financial Counselor Resume Samples

A Financial Counselor can work for any sector, but the first and foremost duty is to work with customers of financial firms and help in selling debt-relief services to clients. The professional may also work for non-profit agencies, government, and hospitals. The major job duties are listed on the Financial Counselor Resume as follows – reviewing the debts and saving of the clients, making proposals on creating assets and decreasing debt, working with families to pay exceeding debts, teaching people how to manage money effectively and taking responsibility for avoiding future financial crunches.

Skills crucial for the post include – a strong and detail-oriented mindset, good analytical skills, mathematical abilities, and ability to simplify complex concepts; in addition, the person should have strong communication skills and interpersonal skills as well. Those interested in this field should earn a degree in either finance or accounting.

Financial Counselor Resume

Objective : Dedicated and experienced healthcare and customer service professional seeking employment within a highly respected organization to utilize my exceptional skills.

Skills : medical billing and coding, office manager, financial counselor.

Description :

    1. Thoroughly investigated past due invoices and minimized number of unpaid accounts.
    2. Demonstrated knowledge of HIPAA Privacy and Security Regulations by appropriately handling patient information.
    3. Arranged and assisted with hospital admissions.
    4. Confirmed patient information, collected copays and verified insurance.
    5. Evaluated the accuracy of provider charges, including dates of service, procedures, level of care, locations, diagnoses, patient identification and provider signature.
    6. Applied payments, adjustments and denials into medical manager system.
    7. Consistently informed patients of their financial responsibilities prior to services being rendered.
    8. Efficiently performed insurance verification and pre-certification and pre-authorization functions.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associates In Electronic Medical Records


Patient Financial Counselor Resume

Headline : Seeking a position in an office environment where there is a need for a variety of Office management task including, computer knowledge, organizational abilities, Business intelligent and database program use.

Skills : great customer service skills,multi-task.

Description :

    1. Responsible for the financial verification processes ensuring coverage for transplant patients.
    2. Ensure proper transplant contracts in place with case manager(s) for transplant services.
    3. Obtain re-authorization of insurance coverage for specific time frame(s) to ensure no lapse in coverage.
    4. Liaison between the insurance companies, PCP offices, patient representative(s) and/or family member(s).
    5. Handle direct communications with the insurance company/nurse case manager(s)/patient when obtaining transplant benefit information.
    6. Confirm real-time deductible information and other associated patient financial obligations in relation to accurate processing of an account.
    7. Obtain authorization for out-patient diagnostic testing of transplant services.
    8. Collaborated work efforts between Administrator and Physician(s) to identify delicate and/or complex financial situations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma


Financial Counselor III Resume

Summary : Over 11 years of benefits and financial services experience in the medical field, while adapting to the IT field, in hopes of transitioning and/or applying my knowledge of business expectations and experiences of IT in the medical field in the near future. Quickly learn and master new technology; equally successful in both team and self-directed settings; and proficient in a range of computer systems, languages, tools and testing methodologies.

Skills : Microsoft Office, Medical Coding, Medical Terminology, Medical Records, Patient Scheduling, Software Design, Microcomputer Operating Systems, Troubleshooting, Computer Hardware, Network Security, Programming, Network Communication, PC Hardware.

Description :

    1. Provided guidance and instruction to eligible patients on obtaining financial assistance from State or federally funded programs.
    2. Identified patients that meet the criteria for charity assistance and take the necessary action to resolve the account.
    3. Provided knowledge of State and Federal programs that provide funding for medical treatment for uninsured patients.
    4. Independently interpreted clinical data to justify and/or confirm services and charges using their own judgment.
    5. Successfully able to analyze, read and work from system reports and spreadsheets.
    6. Responsible for obtaining and verifying demographic and financial information for all inpatients and outpatients prior to or during the registration process.
    7. Minimized the financial risk of providing services by assessing the patient's financial status and verifying and entering accurate patient information into the HBOC (Clinstar) System.
    8. Obtained signatures on all required hospital, regulatory forms, and applicable patient payments prior to or at the time of services.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate In Cyber Security

Head Financial Counselor Resume

Objective : Highly analytical and successful healthcare professional combining more than 13 years of work experience in the healthcare industry with proficiency in financial management. Proven ability to effectively communicate, lead teams, be flexible and partner with all levels of the organization. Skilled at communicating, organizing and solving problems to raise the stature and rankings of health care facilities.

Skills : Microsoft Word, Microsoft Excel, Microsoft Power Point, Management, Sales, Fundraising, Financial Counseling, Taxes, Customer Service.

Description :

    1. Contacted insurance companies and collected payments accordingly.
    2. Utilized weekly green bar reports and spreadsheets to collect insurance payments.
    3. Reviewed and analyzed the Managed Care contracts for updates and corrections.
    4. Utilized all available systems to obtain claim status such as WEB MD, Availity, etc.
    5. Identified the various CPT, ICD-9, HCPCS, DRG, Revenue codes in order to ensure proper reimbursement.
    6. Requested and assessed medical records from the HIM Department for insurance companies.
    7. Communicated and assisted patients with Coordination of Benefits to acquire account resolution and/or payment.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma

Independent Financial Counselor Resume

Summary : Medical Front Desk receptionist performs a number of duties, including greeting and scheduling patients and visitors, bookkeeping, calling patients to remind them of appointments, handling billing, answering and routing calls, making transactions, and keeping paperwork organized.

Skills : Proficient with Microsoft programs such as Outlook, Word and Excel, Meditech, Cisco multi phone system, Xerox copy and scanners.

Description :

    1. Investigate, document and audit patient accounts.
    2. Review patient case-loads for Workers Compensation verifying the injury and sending clinical information to adjuster to ensure claim gets paid.
    3. Respond to patient inquiries and complaints regarding insurance coverage, payment plans and other financial issues.
    4. Handle all self pay patient accounts, Medicaid, Medicare, Commercial, and HMO insurances to ensure accuracy for billing process.
    5. Assist with writing and incorporating Financial Counselor Policy explaining patient financial responsibilities to ensure accuracy and completion of information.
    6. Greet patients, visitors, hospital personnel and all others demonstrating excellent customer service skills.
    7. Resolve problems regarding billing concerns and the handling of patient accounts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Masters Of Art In Computer Forensics

Medicaid Patient Financial Counselor Resume

Headline : Interested in an office / receptionist position in Winchester, VA. I possess strong customer service and receptionist skills, as well as database entry, switchboard operator, banking and cashier experience. I am a person that likes a challenge and getting the work done and I put every effort towards that goal. I have a friendly, outgoing personality and get along very well in a team environment.

Skills : Epic.

Description :

    1. Contact patients via telephone to discuss outstanding amounts due, alternatives for payment, such as bank loans, payment plans, or financial assistance.
    2. Identified and resolved problematic accounts, responded to oral or written inquiries to outstanding balances, account or billing information.
    3. Determination of when accounts should be turned over to an outside collection agency.
    4. Meet personally with patients to discuss their application of financial assistant and/or the collection of past due accounts, also meet with patients that are in-house to discuss the same.
    5. Responsible for preparing skilled nursing contracts, delivering and explaining contract to patient.
    6. Send out all contract billings each month and review accounts monthly.
    7. Prepare all paperwork to be completed by new physicians / CRNA's for CMS certification.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Financial Counselor II Resume

Headline : Highly experienced individual in Patient Access, Insurance Verification, and Financial Counseling, with over 15 years supervisory experience. Considerable knowledge working with commercial, Medicaid, CHIP, and Medicare plans, as well as extensive knowledge of government insurance rules and regulations. Highly motivated, experienced healthcare worker who is dedicated to producing top results. Seeking a position that will provide an opportunity to directly impact the success of organization through my exceptional customer service, leadership and team building skills.

Skills : Microsoft, EHR, Practice Management, Medical Manager, Medical Terminology, Medical Records, Medical Billing, Medical Records.

Description :

    1. Evaluate the financial situations of in-house patients.
    2. Interview patients to determine the income, debts, insurance coverage and/or state or government benefits available to the patients.
    3. Communicate the facility's policies and procedures with regards to payment, while taking in consideration financial limitations the patient may have.
    4. Regularly review the status of assigned past due accounts to ensure accounts receivable are meeting the department goals.
    5. Follow up as necessary with telephone calls and/or written communications, logging collection activities.
    6. Act as an intermediary between doctors offices, insurance companies and patients to help resolve disputes.
    7. Contact insurance companies to resolve denied accounts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Bachelor's In Business Administration

Financial Counselor/Benefits Coordinator Resume

Headline : Performance-orientated and results-driven business executive offering 10 years combined educational background and professional experience in sales and management. Dedicated to achieving sales goals by bringing real value to customers through differentiated products and services. Recognized natural leader with the ability to guide, motivate, and support a team in delivering top revenue and quality performance.

Skills : Business Operations, Customer Relations Development, Market Research And Analysis, Staff Training And Development, Sales And Profitability Management.

Description :

    1. Provided counseling services to assist clients filing Chapter 7 and Chapter 13 bankruptcy.
    2. Reviewed clients income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
    3. Drafted proposals on how to create assets and decrease debt.
    4. Taught clients how to manage their money effectively and responsibly in order to avoid future financial problems following bankruptcy.
    5. Answered clients' questions about the purposes and details of financial plans and strategies.
    6. Advised company on platform and analytic knowledge of digital marketing, e-commerce, and search engine marketing techniques to improve customer acquisition.
    7. Daily monitoring, posting, and content development of top social media sites Facebook, Twitter, and Instagram.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Marketing

Financial Counselor/Collector Resume

Objective : Ambitious and motivated customer service professional with ample customer service and client based experience that ranges through a variety different fields and disciplines. Displays versatility and professionalism in all positions previously held with a proven record of advancement and growth. Able to quickly adapt to new environments, software and company protocols.

Skills : Proficient in Microsoft Word, Excel, Powerpoint and Outlook, 10 key by touch, type at least 50 wpm.

Description :

    1. Provided clients with knowledge of credit counseling, credit industry, and personal finance.
    2. Received Counselor of the Week acknowledgment for most client completions.
    3. Assessed the client's financial situation through one-on-one phone calls Provided personal attention to each client in a professional manner while maintaining monthly performance goals.
    4. Followed up with client to ensure they took action on recommended options provided in counseling session.
    5. Worked with clients to develop individually tailored plans to assist them in reaching their financial goals.
    6. Maintained satisfactory quality evaluation to ensure clients acceptance on DMP for creditor compliance Client Services Representative Provide excellent customer service to assist clients in understanding creditor policies and requirements.
    7. Assisted clients in maintaining a successful debt management program.
    8. Follow up with clients on account issues and correcting errors on proposals to ensure acceptance on DMP Contacted clients regarding declined proposals to correct issues that would ensure best benefits and DMP completion rates.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Sr. Financial Counselor Resume

Headline : Revenue Cycle Specialist with nine years of diverse healthcare experience. Possesses an extensive working knowledge of managed care, IDPA, and regulatory requirements. Attentive Diligent Self-Motivating Engaged Collaborative Ambitious Innovative Flexible.

Skills : Microsoft Office, Google Docs, Insurance Verification, Customer Service, Spreadsheets.

Description :

    1. Provided patients with clear and concise financial information.
    2. Accept patient for future and outstanding balances.
    3. Advised patients of their financial obligation and methods of reconciling future/outstanding debts, including payment methods, discounts, and charity care.
    4. Determine patient's ability to pay and ensure the accuracy of the patient demographic information.
    5. Patient Access Financial Specialist Ensure the proper assignment for all patient admission.
    6. Tracked all patient activity and ensured the bed board and ADT system relayed accurate census information.
    7. Collaborated with clinical managers and administrative supervisors to anticipate and meet patient needs.
    8. Patient Access Representative Registered patients for Emergency Room, Outpatient and Inpatient visits.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Degree

Lead Financial Counselor Resume

Summary : Obtain a challenging position which will utilize my interpersonal and communication skills, and allow for an opportunity to apply my knowledge of Medicaid programs.

Skills : Microsoft office, Medical terminology, ICD-9 and 10, CPT, Medical Billing, Medicare/Medi-cal, Leadership, Customer Service Skills, Computer Skills, Cash Handling, Conflict Resolution, Detail Oriented, Organized, Provider relations.

Description :

    1. Responsible for accepting and loading referrals from hospital clients into MedAssist system.
    2. Performed outreach to patients/family and screened them for Medicaid programs.
    3. Filed necessary Medicaid applications with patients/family or referred them to various hospital assistance programs.
    4. Obtained required citizenship documentation, financial documentation, and/or, medical records documentation as needed.
    5. Verified with Department of Social Services that application was received timely and application was complete.
    6. Upon approval, would bill Medicaid on client system and note billing within the MedAssist system.
    7. Knowledgeable of filing Medicaid appeals on unfavorable decisions and the hearing process Analytical thinker in the production and reconciliation of various client reports demonstrating MedAssist outcomes.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Finance

Financial Counselor/Collection Specialist Resume

Objective : Experienced, enthusiastic, and creative person seeking a position in the clerical/administrative field area within the medical field or related.

Skills : Patient Registration, Insurance Verification.

Description :

    1. Obtained all demographic, billing and medical information and accuratedly entered into the computer for all pre op and surgical patients during registration and pre op registration process.
    2. Verified insurance coverage, eligibility, and precertification for procedures.
    3. Responsible for advising patients on payment options.
    4. Responsible for setting up payment arrangements on self pay patients.
    5. Provided assistance in determining financial assistance eligibility.
    6. Calculated and collected patient liable amounts (deductibles, copays and deposits) and attempted to collect payment on previous visit accounts with balance due.
    7. Provided customer service to all patients, family members and visitors.
    8. Additional duties included registering inpatients, emergency room patients and outpatients.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Jr. Financial Counselor Resume

Objective : Organized Professional with a foundation in records management. Experienced in billing and collection procedures. Advanced medical terminology knowledge. Superior communication and interpersonal skills primarily focused on providing excellence through Customer Service. Self-sufficient multi-tasker with the ability to work as an individual or within a group.

Skills : Strong oral, written and listening skills, Achieved.

Description :

    1. Collected and charted accurate and current demographic and financial information.
    2. Conducted financial screening interviews with the purpose of gathering financial information from self-pay patients.
    3. Assessed available patient financial information and worked directly with self-pay patients for qualifications of payment plans, Medicaid, Disproportionate Share Hospital (DSH) Program, Hospital Charity Program or any other potential funding options.
    4. Prepared all necessary forms and distributed appropriately obtaining necessary signatures.
    5. Collected deposits, co-pays, deductibles, and past due balances as identified in patient interviews.
    6. Implemented a scanning program that streamlined the filing of patient information.
    7. Precisely completed appropriate claims paperwork, documentation and system entry.
    8. Correctly coded and billed medical claims for various hospital and nursing facilities.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Graduate Certification In Human Resources Management

Financial Counselor/Collector Resume

Summary : To obtain a position that will enable me to use my strong organizational and problem solving skills as well as my medical insurance background and ability to work well with people.

Skills : Ability to communicate effectively in English and Spanish, knowledge of Microsoft Windows, Word, Excel and Outlook.

Description :

    1. Developed strategies to collect copayments and deductibles from patients admitted to the hospital in a professional manner.
    2. Identified customer service issues and initiated necessary follow up.
    3. Implemented service recovery efforts as appropriate.
    4. Coordinated the clinical information transfer from the Case Management Department to the reviewing nurse at the insurance companies.
    5. Provided Management with daily updates of department operations.
    6. Monitored department's productivity and quality assurance performance.
    7. Assist with AR collections with the Business Office.
    8. Emergency Room Registration Team Leader responsible for the smooth operation of the entire department.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor In Management

Financial Counselor Resume

Objective : SEEKING A CAREER OPPORTUNITY WHERE MY BILING KNOWLEDGE, ACCOUNTING SKILLS, FINANCIAL ABILITIES, CUSTOMER SERVICE SKILLS AND ORGANIZATIONAL ABILITIES WOULD BE A PROFESSIONAL CHALLENGE WHILE CONTRIBUTING TO THE GROWTH OF THE ORGANIZATION.

Skills : Excel, Word, Accounting, Financial Analysis.

Description :

    1. Met with patients to explain the cost of treatment, insurance coverage and patient responsibility.
    2. Coordinated proper insurance verification information/documentation of patient insurance to be used to estimate the patient responsibility.
    3. Developed a standard estimate that included CPT codes and standard units based on a normal cost of treatment for the particular diagnosis, including allowable costs based on MD treatment plan and script.
    4. Responsible for monitoring and collecting the financial balances owed by the patient during their course of treatment.
    5. Reviewed all payment/financial options (hardships, charity, coordinating Medicaid applications with Trinity, special arrangements options, payment plans, etc..) -Assisted patients with questions regarding billing and insurance payments.
    6. Developed a daily account receivable report that was forwarded to the front office staff detailing amount of money to collect from each patient owed.
    7. Assisted patients with Foundation Assistance and Drug Replacements when necessary.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Journalism/Communication