Financial Counselor

The Financial Counselor conducts financial screenings of patients in order to secure payment for healthcare services for those that are uninsured and underinsured.

Skills/Qualifications:

• Bilingual (English/Spanish) HIGHLY preferred.
• Medical practice background is helpful, but not needed.
• Detail oriented.
• Aptitude for working with numbers.
• Analytical skills
• Investigative skills
• Someone from the banking industry would work
• Financial counselor background is very applicable (this is essentially the role, just for Charity Care specifically)
• Computer skils

Roles and Responsibilities:

• Evaluate bank statements and tax returns
• Investigate the story behind what is taking place in a bank statement.
• Determine why money is being transferred from account to account.
• Counselor patients about their financial position and how it relates to their health.
• Screen customers to determine eligibility for Charity Care and process the applications for those programs.
• Create and provide estimates.
• Request and collect up front payments.
• Perform general office tasks.

Shifts:

Monday-Friday, 9am-5pm

Monday-Friday, 8am-4pm