Financial Counselor Resume Samples

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Financial Counselors offer the customers of financial firms advice and guidance on a variety of issues, such as how to reduce debt. Their role is to assess the situation of clients and to suggest them solutions for managing money responsibly and establishing financial assets. An attractive financial counselor resume sample needs to enclose a Bachelor's degree in finance or accounting; various certifications can be required too. In terms of abilities, resumes should mention a detail-oriented attitude, good communication skills, customer service experience, explaining complex financial concepts in plain English and, most of all, analytical skills.

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1

Financial Counselor/ Quality Assurance Analyst

Highly experienced in all phases of medical billing: Medicare, Medicaid, Champus, HMO's, PPO's and private insurance carriers, including secondary claims

  • Maintained a highly above-average billing ratio and patient collections
  • Reduced returned claims from Medicare/Medicaid by nearly 95%
  • Significantly reduced outstanding account receivables over 90 days
  • Promoted to Quality Assurance Analyst enhancing productivity and higher performance standards of the Admission Department
  • Developed and implemented highly successful strategic plans for employee training and education on the proper identification of insurance for billing purposes
Candidate Info
2
years in
workforce
2
years
at this job
AS
Business Accounting
2

Patient Financial Counselor

Responsible for overseeing patient accounts, including charges, payments, coordinating financial arrangements, and collections.

  • Advised patients in compliance with company's policies and procedures.
  • Followed proper insurance protocol, which included verifying eligibility and benefits, obtaining pre-certification, and billing as directed.
  • Analyzed patient financial data to determine eligibility of financial aid and assistance programs.
  • Developed and distributed patient correspondence and notification protocols that increased business profits.
  • Created successful training programs that were used across teams to increase company - wide communication and effectiveness.
Candidate Info
10
years in
workforce
3
years
at this job
AA
Associate of Arts
BA
Bachelor of Arts
3

Financial Counselor

Provided education on the mechanics and management of consumer credit to individuals

  • Conducted HUD required HECM reverse mortgage counseling
  • Provided available loss mitigation options available dependent on specific individual situation
  • Created customized budget and financial plans
  • Participated in community outreach regarding housing, budget and credit education
Candidate Info
10
years in
workforce
6
years
at this job
BA
Finance
Archaeology
4

Patient Financial Counselor

Monitored reports to determine financial responsibilities of payors and patients

  • Prepared medical care proposals for physicians to be approved by head directors
  • Reviewed patients' medical records to determine services medically necessary
  • Communicated discrepancies to payors and patients to correct billing errors
  • Read medical notes to summarize patients immediate health needs and clarify areas of anatomy affected medical condition and/or medical treatment suggested
  • Researched patients with similar diagnoses and courses of treatment to acquire information needed for medical/financial proposal
Candidate Info
10
years in
workforce
5
years
at this job
Business Administration
5

Lead Financial Counselor

Conducted case by case financial evaluation of self-pay admissions assigned to determine if reimbursement was available through various Governmental and non-Governmental programs or other third party sources

  • Reviewed patient financial reports daily and performed follow-up with patients and coworkers as necessary
  • Provided the approval for continuation of care services for patients that were pending medical coverage
  • Assisted patients and families in applying for charity care and other state funded programs
  • Trained other financial counselors in the Emergency Department as well as the Care Centers
  • Provided financial approval to the infusion departments for patients suffering chronic illnesses
  • Selected to be apart of the Rapid Improvement Team to assist with developing a new process flow for the registration department to decrease denials from Medicare
Candidate Info
6
years in
workforce
3
years
at this job
BS
Health Care Management
6

Financial Counselor

Member of former Focus Group, organized to promote employee engagement and recognition, and encourage collaboration and team building within the department.

  • Helped design and launch the ER Financial Counselors in 2000 which has expanded from 3 positions to 8 positions at this current time.
  • Extensive knowledge of insurance eligibility and benefit verification, procedure authorization, notification for surgery admits, observation stays, ER admits, and radiology exams including Breast Center MRI's and various exams and procedures.
  • Trained and familiar with EPIC ADT, authorization/certification, and referral work flows.
  • Experience with general billing practices and coordination of benefits.
Candidate Info
15
years in
workforce
15
years
at this job
AAS
Associate of Applied Science
Anatomy
7

Senior Financial Counselor

Provided individual counseling to families in the areas of pre-purchase, post-purchase, mortgage default, rental and homeless counseling

  • Originated loans for the Tennessee Housing Development Agency's (THDA) Hardest Hit Program
  • Assessed loan attributes and documentation for Hardest Hit loan program for soundness and accuracy
  • Counseled individuals on a case by case basis to help prevent foreclosure by looking at all tools and programs available
  • Evaluated debt ratio, loan-to-value ratios, credit score, property valuation and various other factors
  • Cut loan processing time by fifteen minutes using existing technology
Candidate Info
12
years in
workforce
4
months
at this job
BS
Business Administration
8

Financial Counselor

  • Daily practice of front end cash collection practices for both JHU & JHH and evaluated past due accounts from billing and assisted patients in paying off balances through payment plans, government or internal assistance.
  • Opportunity to help inform and influence financial policy changes at the institutional level while being recruited to be 1 of 28 to train as a Certified Application Counselor (CAC) for the Affordable Health Care Act institution wide.
  • Submitted weekly reports of progress as well as meeting monthly required 20% collection goal.
  • Provided strong customer service excellence, such as detailed instructions on proceeding with billing or referral/authorization issues.
  • Calculated estimates for surgery or procedures for Department of Surgery, Plastic Surgery and Avon Breast Center.
Candidate Info
9
years in
workforce
6
years
at this job
BA
English
9

Financial Counselor

  • Managed over 1000 client accounts while maintaining the second highest account in the portfolio.
  • Advised customers in budget positioning as well as budget balancing to help with their financial needs.
  • Met or exceeded my team goals as well as individual goals every month.
  • Increased productivity within my own team by 10%.
Candidate Info
6
years in
workforce
3
years
at this job
BS
Communication
Business Administration
10

Lead Financial Counselor

Work as Team Lead providing leadership, direction and training for Financial Counselor I, II and Senior

  • Assisted in implementing processes for expanding Practices for the Financial Counselors and Revenue Cycle staff positions
  • Monitored SOX controls audits on claims and insurance processes
  • Implements policies, procedures in regards to Financial Counselors
  • Collaborated with all levels of Managements and Corporate for effective Best Practices
Candidate Info
24
years in
workforce
7
years
at this job
BA
Bachelor of Arts
BA
Counseling And Psychology
Medical

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