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Financial Counselor

Posted: October 23, 2023
Salary:US$18 - US$21 per hour
Job type: Permanent
Discipline:Revenue Cycle
Work Location:On-site

Job description

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


  • 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.


Monday-Friday, 9am-5pm

Monday-Friday, 8am-4pm