financial counselor

Indiana Wesleyan University

<div></div><div><div><b>Job no:</b> 495089<br>
<b>Work type:</b> Administrative (Full Time)<br>
<b>Location:</b> Marion, IN, Hybrid (2 Office / 3 Remote)<br>
<b>Categories:</b> Financial Aid<br>
</div>
<div></div><div><p><b>Job Title:</b> Financial Aid Counselor</p>
<p><b>
Reporting Relationship: </b>Assistant Director of Financial Aid, National &amp; Global Campus and Wesley Seminary</p>
<p><b>
Unit:</b> Central Administration</p>
<p><b>
Department:</b> Financial Aid</p>
<p><b>
Campus Location:</b> NGM Building, Marion, IN 2 days onsite / 3 days remote (Hybrid Schedule)</p>
<div>
<div><div><div><b>Summary of Position: </b>Serves Indiana Wesleyan University&rsquo;s National &amp; Global and Wesley Seminary student populations in either the Marion or Indianapolis North financial aid office locations. Helps students navigate through federal, state, and institutional student aid application processes. Determines eligibility and awards federal, state, and institutional student financial aid. Communicates financial aid information and concepts to students and colleagues while respecting student privacy and security.<p><br>
<b>
Duties and Responsibilities
</b></p><ul><li>Works closely with students to establish student financial aid eligibility and maintains a thorough understanding of need analysis and student financial aid eligibility requirements</li>
<li>Develops and finalizes student financial aid award packages in a timely and accurate manner consistent with Indiana Wesleyan University awarding policies and procedures and in conjunction with federal and state regulations</li>
<li>Counsels students in-person, by phone, or by email on rights and responsibilities regarding receipt of student financial aid and promotes financial literacy with professionalism and a customer service orientation; answer questions regarding maximizing aid eligibility and explains and advises regarding available and beneficial options and required actions</li>
<li>Completes review for verification and other general aid eligibility processes</li>
<li>Analyzes complex situations and resolves problems, understands and anticipates customer service needs with regard to student funding options</li>
<li>Maintains practical current knowledge of statutory and regulatory requirements regarding student financial aid, other aid agencies, and the university and applies this knowledge accurately to student financial aid packages</li>
<li>Works well both independently and within a team; possesses and models good communication and relational skills; works cooperatively with others</li>
<li>Uses tact, diplomacy, sensitivity, and good judgment in dealing with all customers and relates well to a diverse student population</li>
<li>May require some evening work and occasional travel; represents the office in outreach events as needed</li>
<li>A university-issued laptop computer is provided to enable the ability to work remotely as required and/or permitted by supervisor and when it enhances office productivity; manages remote work options/requirements responsibly</li>
<li>Serves as back-up for other financial aid counselor and support staff functions; other duties as assigned</li>
</ul>
<p><b>Qualifications: </b>According to Indiana Wesleyan University employment policy all employees must possess a strong Christian commitment and adhere to the standards outlined in the IWU Community Lifestyle Statement.</p></div></div><div><br>
<div>
<p><b>Education</b></p>
<ul>
<li>Bachelor&rsquo;s degree or equivalent transferable work experience and skills</li>
</ul>
<p><b>Experience</b></p>
<ul>
<li>Demonstrated ability to work effectively with individuals from diverse communities and cultures</li>
<li>Proficiency-level experience with office management software, enterprise software, and various web-based communication and informational systems</li>
<li>Proven ability to effectively convey technical information in a call center environment, through email correspondence, and through in-person interactions</li>
</ul>
<p><b>Required Skills</b></p>
<ul>
<li>Knowledge of federal, state, and institutional student financial aid administration</li>
<li>Comfortable working in a technology environment and a coordinated call center office setting</li>
<li>Attention to detail and accuracy</li>
<li>Understanding and application of complex student aid requirements and concepts</li>
<li>Capacity to work independently and within a team environment</li>
<li>Effective oral and written communication skills</li>
<li>Ability to keep sensitive information secure and private</li>
<li>Sound problem solving and analytical skills</li>
<li>Fluency in Spanish as a second language desired</li></ul></div><br>
</div><br>
<div><div><p><b>IWU Kingdom Diversity Statement</b></p>
<p><i>
IWU, in covenant with God's reconciling work and in accordance with the Biblical principles of our historic Wesleyan tradition, commits to build a community that reflects Kingdom diversity. We will foster an intentional environment for living, teaching and learning, which exhibits honor, respect, and dignity. Acknowledging visible or invisible differences, our community authentically values each member's earthly and eternal worth. We refute ignorance and isolation and embrace deliberate and courageous engagement that exhibits Christ's commandment to love all humankind.</i></p></div></div><div><br>
<div>
<p><b>LIMITATIONS AND DISCLAIMER</b></p>
<p><i>
As a religious educational institution operating under the auspices of The Wesleyan Church, Indiana Wesleyan University is permitted and reserves the right to prefer employees on the basis of religion (42 U.S.C., Sections 2000e-1 and 2000e-2).</i></p>
<p><i>
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. Employees will be required to follow other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.</i></p></div></div><br>
</div>
</div></div><p></p><p><b>Advertised:</b> 11 Jun 2026 Eastern Daylight Time<br>
<b>Applications close:</b> 12 Jul 2026 Eastern Daylight Time</p></div><p></p>

Financial Aid Counselor

Duke Health

<div><p>At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.</p><p><br>
</p><p><b>Patient Revenue Management Organization</b></p>
<p>Pursue your passion for caring with the Patient Revenue Management Organization, which is the fully integrated, centralized revenue cycle organization that supports the entire health system in streamlining the revenue cycle. This includes scheduling, registration, coding, billing, and other essential revenue functions for Duke Health.</p><p></p><div><div><div><div><p><b><br>
Duke Ancillary Service Access</b></p><p><b>
Financial Care Counselor</b></p><p><b>
Work hours:</b><b> </b>Monday &ndash; Friday 8:00a &ndash; 4:30p</p><p>
This is a float position and will require some travel.</p><p></p><p><b><br>
*** DUHS Commitment Bonus Program $5000.00 (paid in 2 installments over 12 months - 6 month increments) ***</b></p><ul><li>Only new hires who have not worked for Duke University in the past 12 months (at the time of offer) are eligible to receive the commitment bonus.</li></ul><p></p><p><b><br>
Duke University Health System - Patient Revenue Management Office (PRMO) </b>seeks to hire a <b>Financial Care Counselor </b>who will embrace our mission of Advancing Health Together.</p><p></p><p><br>
Accurately complete patient accounts based on departmental protocol, policies and procedures, and compliance with regulatory agencies, to include but not limited to pre-admission, admission, pre-registration and registration functions.</p><p>
Ensure all insurance requirements are met prior to patients' arrival and inform patients of their financial liability prior to arrival for services. Arrange payment options with the patients and screens patients for government funding sources.</p><p></p><p><b><br>
Work Performed</b></p><br>
<p></p><ul><li>
Analyze insurance coverage and benefits for service to ensure timely.</li><li>
Obtain authorizations based payment on insurance plan contracts and guidelines.</li><li>
Document billing system.</li><li>
Explain bills provides assistance to visitors and patients.</li><li>
Explain policies and departmental coverage as requested.</li><li>
Calculate and according to PRMO credit and collection policies.</li><li>
Implement appropriate collect cash payments appropriately for all patients.</li><li>
Reconcile daily necessity of third party sponsorship and process patients in accordance reimbursement.</li><li>
Obtain all Prior Authorization Certification and/or authorizations as appropriate.</li><li>
Facilitate payment sources for uninsured patients.</li><li>
Determine if patient's condition is the result of an accident and perform complete research to determine the appropriate source of liability/payment.</li><li>
Admit, register and pre-register patients with accurate patient demographic and financial data.</li><li>
Resolve insurance claim rejections/denials and remedy expediently.</li><li>
Evaluate diagnoses to ensure compliance with the Local Medicare Review Policy.</li><li>
Perform those duties necessary to ensure all accounts are processed accurately and efficiently.</li><li>
Compile departmental statistics for budgetary and reporting purposes.</li><li>
Collection actions and assist financially responsible persons in arranging payment.</li><li>
Make referral for financial counseling.</li><li>
Determine with policy and procedure.</li><li>
Examine insurance policies and other third party sponsorship materials for sources of payment.</li><li>
Inform attending physician of patient financial hardship.</li><li>
Complete the managed care waiver form for patients considered out of network and receiving services at a reduced benefit level.</li><li>
Update the billing system to reflect the insurance status of the patient.</li><li>
Refer patients to the Manufacturer Drug program as needed for medications.</li><li>
Greet and procedures, and resolves problems.</li><li>
Gathers necessary documentation to support proper handling of inquiries and complaints.</li><li>
Assist with according to policy and procedure.</li><li>
Enter and update referrals as required.</li><li>
Communicate with insurance carriers regarding clinical information requested and to resolve issues relating to coverage</li></ul><p></p><p><b><br>
Knowledge, Skills and Abilities</b></p><br>
<p></p><ul><li>
Excellent communication skills, oral and written.</li><li>
Ability to analyze relationships with patients, physicians, co-workers and supervisors. data, perform multiple tasks and work independently.</li><li>
Must be able to develop and maintain professional, service-oriented working,</li><li>
Must be able to understand and comply with policies and procedures.</li></ul><p></p><p><b><br>
Level Characteristics</b></p><br>
<p></p><ul><li>
Position responsible for high production generated accurately in accordance with established business processes or regulation.</li><li>
Requires working knowledge of compliance principles. Job allows the opportunity to work independently.</li></ul><p></p><p><b><br>
MINIMUM QUALIFICATIONS</b></p><p></p><p><b><br>
Education</b></p><p></p><p><br>
Work requires knowledge of basic grammar and mathematical principles normally required through a high school education, with some postsecondary education preferred. Additional training or working knowledge of related business.</p><p></p><p><b><br>
Experience</b></p><p></p><p><br>
Two years experience working in hospital service access, clinical service access, physician office or billing and collections. Or, an Associate's degree in a healthcare related field and one year of experience working with the public. Or, a Bachelor's degree and one year of experience working with the public.</p><p></p><p><b><br>
Degrees, Licensures, Certifications</b></p><p></p><p><br>
None required</p></div></div></div></div><br>
<p></p>
<br>
<div><p>Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.<br>
</p><br>
<br>
<div><p>Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas&mdash;an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.<br>
</p><br>
<div><b>Essential Physical Job Functions:</b>
</div><div><p>Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.</p></div></div></div></div>

Financial Care Counselor - Ancillary Service Access (Float Position)

Ascend Federal Credit Union

<div>ABOUT US:
<div>
Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 250,000 members from 28 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union&rsquo;s sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.</div>
WHAT WE OFFER:
<div>
Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union&rsquo;s commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend&rsquo;s vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016-2025) and Training MVP Awards (2015-2026).</div>
WHAT YOU WILL DO EVERYDAY:
<div>
Under the direction of the Branch Manager, develop new business through the promotion of Credit Union services to new and existing members. Create a positive member experience by ensuring that members receive high quality and courteous service in all interactions. Uncover member needs when opening and modifying all account types including: certificates, IRAs, Coverdell, HSAs, etc., originating and processing consumer loans, and when assisting members with other miscellaneous requests or services. Serve in capacity of teller and receptionist as needed.</div>
HOW YOU WILL MAKE AN IMPACT :
<div>
Member Service:</div><ul><li>
Provide consistent, courteous and personal service to members. Communicate with all AFCU members, employees and staff in a friendly, professional manner.</li><li>
Analyze member needs, match products/services to maximize member relationships with the credit union with an effort to increase member wealth, knowledge and financial stewardship.</li><li>
Open consumer account types, youth, certificates, IRAs, Coverdell, HSAs, etc. and explain various accounts and ownership options. Prepare necessary documentation and complete transaction.</li><li>
Demonstrate the use of automated services (includes: ITM orientation and troubleshooting, Online Banking, Bill Pay and ATM assistance as needed) to new and existing members in order to increase the percentage of members oriented to automated services.</li><li>
Open new accounts, revise existing accounts, complete direct deposit requests and internal transfers, and update the account accordingly.</li><li>
Complete in-house Certified Credit Union Financial Counselor program. Provide financial counseling to members as needed.</li><li>
Obtain documentation for business account requests and refer account to business account specialists.</li><li>
Recognize and refer mortgage leads to the mortgage department.</li><li>
Complete transactions such as deposits, withdrawals, loan payments, check cashing, cash advances, cashier's checks, VISA gift/travel money cards and US Savings bond redemption for the member as appropriate.</li><li>
Investigate member account problems or complaints and make determinations on refunding fees and charges; provide your recommendations to the Branch Manager as warranted by the circumstances.</li><li>
Rent safe deposit boxes, complete initial documentation and collect initial rent payment, allow member access to safe deposit box as assigned by the manager. &bull; Issue instant issue cards via card wizard instant issue system.</li><li>
Perform all maintenance to accounts after opening, order/reorder member checks, wires, process stop payment requests, process fraud/theft claims, order copies of member records, close accounts.</li><li>
Make outbound calls.</li><li>
Provide notary and/or signature guarantee services.</li><li>
Properly process all requests utilizing all automated systems of the credit union.</li><li>
Accept garnishments and levies as served and submit for processing, if approved by the manager.</li></ul><div></div><div><br>
Organizational Goals:</div><ul><li>
Responsible for specific, measurable branch goals for deposits, loans, debt protection, GAP and MMP.</li><li>
Responsible for cross offering services and making referrals for goal attainment based on the credit union&rsquo;s strategic plan.</li><li>
Assist with business development contacts that may include onsite visits to potential and existing SEGs.</li><li>
Refer potential SEGs to marketing for follow up.</li></ul><div></div><div><br>
Loan Service:</div><ul><li>
Interview consumer loan applicants, explain loan options, rates, terms, and collateral requirements, prepare all necessary documents, obtain employment and upload proof of income, obtain credit report &ndash; assess member needs and cross-sell credit union services based on business that can be obtained from the credit report and from member cues, finalize loan and disburse funds. Effectively communicate with underwriters who decision loans.</li><li>
Properly notify member of loan decisions, follow-up on any approved loan to assure disbursement, including closing of approved Home Equity Lines of Credit. Maintain up-to-date knowledge of all aspects of the credit union&rsquo;s loan products including origination and closing rules and regulations for Home Equity Lines of Credit. Communicate with underwriters who decision AFCU equity loans regarding particulars of each application</li><li>
Communicate with all AFCU members, employees, and staff in a friendly, professional manner.</li><li>
Build successful long-term relationships with members by increasing use of credit union services.</li><li>
Explain the different services and the benefits of each.</li><li>
Complete paperwork for loan changes and submit for approval.</li><li>
Consistently offer the credit union&rsquo;s ancillary products on all eligible loan requests, allowing the member the opportunity to purchase additional protection for their loan.</li></ul><div></div><div><br>
Teller Services:</div><ul><li>
Perform teller duties as required or directed.</li><li>
Must be able to perform all daily teller duties including opening, closing and balancing the branch accurately.</li><li>
Consistently deliver quality member service and be a role model for new employees.</li><li>
Observe all safety and security policies and procedures, must possess a strong knowledge of all teller policies and procedures.</li><li>
Recognize member needs and recommend appropriate credit union products and services.</li><li>
Balance a cash box, cash dispense machine, recycler or branch vault as assigned.</li></ul><div><br>
Quality Control:</div><ul><li>
Responsible for maintaining attention to detail to ensure accuracy of work.</li><li>
Timely audit and examination of individual work produced is required. Resolve errors in a timely manner.</li><li>
Identify and communicate to the Branch Manager any product or service-related issues or improvements which would result in higher quality services for the members or improved financial control for the credit union.</li><li>
Maintain adherence to all credit union policies, procedures and regulatory requirements, while demonstrating professional service skills and financial integrity.</li><li>
Complete all required regulatory training annually and any additional assigned training in a timely manner.</li><li>
Assist in opening/closing security procedures of credit union offices.</li></ul><div>
Other:</div><ul><li>
Read all internal publications including HUB and Possibilities.</li><li>
Perform other duties as required or assigned.</li></ul><div>
Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs.</div>
WHAT YOU WILL NEED TO SUCCEED:
<div>
Education</div><ul><li>
High School Diploma or equivalent is required</li><li>
Associate's Degree or specialized financial services training is preferred</li><li>
Obtain the Certified Credit Union Financial Counselor (CCUFC) designation by passing the CUNA Financial Certification Program (FICEP) exam</li></ul><div>
Work Experience</div><ul><li>
1-3 years minimum of one year customer service experience is required</li></ul><div>
Knowledge, Skills, and Abilities</div><ul><li>
A high level of interpersonal skills to conduct productive interviews with loan applicants and cross sell credit union services to the membership.</li><li>
Excellent verbal and written communication skills to communicate professionally.</li><li>
Must present a friendly and professional manner toward members. Maintain a professional work environment and businesslike appearance.</li><li>
Ability to identify, evaluate and resolve member financial needs.</li><li>
Knowledge of risk management and loss prevention.</li><li>
Must be an accurate typist.</li><li>
Must be accurate in all transactions, including cash handling.</li><li>
Ability to organize and prioritize work with minimum supervision.</li><li>
Working knowledge of computer programs including Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Teams, IRA Service Center Software and the internet.</li><li>
Must be able to operate or have ability to be trained to operate related office equipment including Biometric SDB Access, calculator, cash dispense machine, laser printer, receipt printers, coin and currency counters, cash recycler, coin scan machine, computer terminal (PC), multifunction copier, check/ID scanner, VISA instant issue machine, cash advance machine and telephone.</li><li>
Regular and reliable attendance is required.</li></ul>
CONNECT WITH US:<p></p><p><br>
Facebook Instagram LinkedIn</p><div>
Ascend Federal Credit Union is an Equal Opportunity Employer.</div></div>

Charlotte Financial Services Officer

University Federal Credit Union

<div><p><b>About the Job</b></p>
<p>
As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.</p><br>
<p></p>
<p><b>
About UFCU</b></p>
<p>
Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of <b>empowering our Members to achieve financial success and build brighter futures</b>.
<br>
<br>
In pursuit of our aspiration that <b>UFCU is</b> <b>loved by millions of Members and built to thrive for generations</b>, we are guided by our values:</p>
<p><b>
Purposefully Member-Obsessed</b></p>
<p>
We are driven by a profound sense of empathy to deeply understand our Members&rsquo; needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members&rsquo; best interests, forever seeking to empower their financial success.</p>
<p><b>
Possibilities Reimagined</b></p>
<p>
We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.</p>
<p><b>
Performance Excellence Rooted in Unwavering Integrity</b></p>
<p>
We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.</p><p><br>
<b>
Essential Functions of the Job</b></p>
<p><b>
Member Relationships
</b></p><ul><li>Open savings, checking and deposit accounts as well as Certificate of Deposits</li>
<li>Educate members on Credit Reviews and Needs Assessments</li>
<li>Accept and input consumer and business loans</li>
<li>Communicate UFCU&rsquo;s Mission, Vision, and Values</li></ul><br>
<p></p>
<p><b>
Account Services
</b></p><ul><li>Refer fraud claims to experts</li>
<li>Provide online and mobile support</li>
<li>Increase Automated Teller Machine limits</li>
<li>Release check holds</li>
<li>Provide notary services</li>
<li>Conduct Signature Guarantees</li>
<li>Complete wire transfers</li>
<li>Validate vehicle values</li>
<li>Manage account restrictions and pop-up concerns, and add travel notes on member accounts</li>
<li>Partner with Collections for members who are past due</li>
<li>Problem solve and facilitate connecting members with internal business partners</li></ul><br>
<p></p>
<p><b>
Conduct Transactions</b></p>
<ul>
<li>Process service requests and financial transactions</li>
<li>Process stop payments via check, ACH and/or Cashier&rsquo;s Checks</li>
<li>Process ATM and Point-of-Service transaction disputes</li>
<li>Set-up and grant access to safe deposit box</li>
<li>Print documents, including Debit/ATM cards, vehicle buyer&rsquo;s checks, temporary checks, Statements, and direct deposit letters</li></ul><br>
<p></p>
<p><b>
Compliance
</b></p><ul><li>Performs other duties as assigned.</li>
<li>Adhere to all company policies, procedures and business ethics codes.</li>
<li>Complete required regulatory training as assigned.</li>
<li>Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.</li></ul><br>
<p></p>
<p><b>
Business Development</b></p>
<ul>
<li>Make external business partner referrals</li>
<li>Host tables at and attend community events</li></ul><br>
<p></p>
<p><b>
Knowledge, Skills and Abilities</b></p>
<ul>
<li>Ability to effectively build relationships, establish rapport, and diplomatically communicate information</li>
<li>Effective active listening skills</li>
<li>Excellent verbal, interpersonal, and written communication skills</li>
<li>Ability to be adaptable and work in a fast-paced environment</li>
<li>Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues</li>
<li>Strong attention to detail</li>
<li>Strong organizational and time management skills</li>
<li>Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a &ldquo;what can I do to help?&rdquo; attitude</li>
<li>High proficiency in Microsoft Office</li>
<li>Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification</li></ul><br>
<p></p>
<p><b>
Core Competencies</b></p>
<ul>
<li>Demonstrating Member Obsession</li>
<li>Demonstrating Performance Excellence</li>
<li>Demonstrating Innovation</li></ul><br>
<p></p>
<p><b>
Required Qualifications</b></p>
<ul>
<li>High School Diploma or GED</li>
<li>English/Spanish bilingual</li>
<li>Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment</li>
<li>Minimum of two (2) years of customer service experience</li>
<li>Minimum of one (1) year working in a team environment</li>
<li>Advanced knowledge of current local, state, and federal regulations</li></ul><br>
<p></p>
<p><b>
Preferred Qualifications</b></p>
<ul>
<li>Bachelor&rsquo;s Degree</li>
<li>Credit Union experience</li>
<li>Series 6, 63, and/or Texas Life and Health Insurance licenses</li>
<li>Registered NMLS</li>
<li>Investment license</li>
<li>Consumer lending experience</li>
<li>General knowledge of applicable financial industry regulations</li>
<li>Military experience</li></ul><br>
<p></p>
<p><b>
Hours</b></p>
<p>
Monday through Friday from 8:30am to 5:30pm, and on Saturday from 9am to 2pm.</p><br>
<p></p>
<p><b>
About This Career Opportunity</b></p>
<p>
We&rsquo;re always looking for great talent. If you&rsquo;re looking for a career with a socially conscious, service-oriented organization and want to have fun while you&rsquo;re at it, join our UFCU team!</p><br>
<p></p>
<p>
#INDUFCU</p><p></p><p><br>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</p></div>

Personal Financial Representative - Scofield

Dana-Farber Cancer Institute

<div><div><div><div>Job Ref:</div><div>
JR-5367</div></div><br>
<div><div>Location:</div><div>
450 Brookline Ave, BOSTON, MA 02215</div><br>
</div>
<div><div>Category:</div><div>
Finance/Accounting</div></div><br>
<div><div>Employment Type:</div><div>
Full time</div></div><br>
<div><div>Work Location:</div><div>
Remote: occasional onsite</div></div><br>
<div></div><div><div>Salary/Pay Rate:</div><div>
$49,700.00 - $59,500.00 per year</div>
</div></div><p><b>Overview</b></p>
<p></p><div><div>The Financial Clearance Specialist serves as a patient liaison for pre-service financial clearance at Dana-Farber Cancer Institute (DFCI) and engagement throughout the patient&rsquo;s financial experience. Reporting to, and under close direction of, the Access &amp; Financial Engagement Supervisor, the Financial Clearance Specialist is responsible for managing all work related to financial clearance of new or prospective patients at DFCI and ongoing authorization for patients with out-of-network/high risk insurance plans. Working in a fast-paced, high-volume, dynamic environment, the Financial Clearance Specialist will demonstrate a strong understanding of payer coverage policies while ing appropriate payer guidelines to all aspects of out-of-network financial clearance. With guidance, the Financial Clearance Specialist will create accurate authorization requests and thorough and concise documentation, monitor requests for decision and communicate to the appropriate stakeholders, including the patient. This role requires attention to detail, the ability to multitask and think strategically, as well as a commitment to service excellence with the goal of protecting the financial interests of both patients and the Institute.<p>
Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS, and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals.</p><p><b><br>
PRIMARY DUTIES AND RESPONSIBILITIES:</b></p><p>
With supervision, the Financial Clearance Specialist I:</p><ul><li>
Reviews and monitors new patient daily appointment record and identifies and prioritizes patients with insurance plans that require prior authorization.</li><li>
Verifies insurance benefits, utilizing automated eligibility systems, payer portals, and/or telephone communication.</li><li>
Accurately and courteously communicates financial clearance process to patients, including a high-level benefits explanation, network status of DFCI for their plan, and authorization/ referral requirements; assists patients with resolving insurance related issues prior to initiating treatment.</li><li>
Reprioritizes work to respond to requests for clearance for clinically urgent patients and produces high quality work under time constraints.</li><li>
Monitors established patient work queues to ensure required authorization and/or referrals are obtained prior to service being rendered and within payer guidelines.</li><li>
Works with patient and/or Primary Care Physicians to complete payer-specific prior authorization request forms and applies appropriate guidelines to prior authorization requests.</li><li>
Responds to health plan-reviewed prior authorization requests that do not meet initial policy criteria. Works with the health plan to resolve issues and/or coordinate appropriate provider-to-health plan interventions (e.g., peer-to-peer discussions, letters of medical necessity, provider-initiated appeals, etc.).</li><li>
Effectively communicates with appropriate DFCI staff (e.g., New Patient Representatives, New Patient Coordinators, Established Patient Schedulers, clinical team) regarding financial clearance status.</li><li>
Maintains accurate, thorough, and complete records related to financial clearance activities to support post-claim denial workflows.</li><li>
Completes assigned work queues, projects, and other duties as directed.</li><li><p><br>
</p><p><b>KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:</b></p></li><li>
Strong customer service and communication skills, both written and verbal.</li><li>
Strong relationship building skills and collaboration abilities.</li><li>
Solid analytical and problem-solving skills.</li><li>
Ability to prioritize work with direction within established policies and meet pre-determined deadlines in a fast-paced environment.</li><li><b>
Ability to work with sensitive patient information and maintain confidentiality; ability to use good judgment, tact, and sensitivity.</b></li><li>
Working knowledge of Epic or other hospital information systems.</li><li>
Demonstrated knowledge of third-party payer rules and regulations.</li><li>
Proficiency in Microsoft Office preferred</li></ul><ul><li><b>
MINIMUM JOB QUALIFICATIONS:</b><br>
Minimum Education:<br>
High school diploma or GED, Bachelor&rsquo;s Degree preferred<br>
<br>
Minimum Experience:</li><li>
2-3 years of relevant work experience, such as hospital/physician office, prior authorization, financial counseling and/or billing experience.
</li><li>Other relevant experiences include, but are not limited to healthcare/business administration, training or instructional design, health insurance, medical policy review, and/or pharmacy support.</li></ul><p>
At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong. As relentless as we are in our mission to reduce the burden of cancer for all, we are committed to having faculty and staff who offer multifaceted experiences. Cancer knows no boundaries and when it comes to hiring the most dedicated and compassionate professionals, neither do we. If working in this kind of organization inspires you, we encourage you to .</p><p>
Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other characteristics protected by law.
</p><h3 class="jobSectionHeader"><b>EEO Poster</b></h3>
.<p>
Pay Transparency Statement</p><p>
The hiring range is based on market pay structures, with individual salaries determined by factors such as business needs, market conditions, internal equity, and based on the candidate&rsquo;s relevant experience, skills and qualifications.</p><p>
For union positions, the pay range is determined by the Collective Bargaining Agreement (CBA).</p>
$49,700.00 - $59,500.00</div></div></div><p></p>

Financial Clearance Specialist

Miravista Behavioral Health Center

<div><p><b>Join us as a Every Other Weekend Evening Mental Health Counselor!</b></p>
<p><b>New Competitive Rates!</b></p>
<p>Part Time 8-hours Days Every Other Weekend (Saturday and Sunday) including holiday rotation</p>
<p>As a<i> </i><b>Mental Health Counselor</b> for TaraVista in Devens, Massachusetts, you&rsquo;ll bring your experience and knowledge where your voice matters. A Mental Health Counselor is an integral part of our multidisciplinary treatment team. You will provide direct care and support not only to our patients but also their families and make decisions that impact the lives of your peers, your patients, and your community. In exchange, we will care for you as much as you care for our patients. As a Mental Health Counselor<i>,</i><b><i> </i></b>you will maintain a safe therapeutic milieu on inpatient psychiatric units. You will also conduct safety checks, monitor patients, assist with ADL&rsquo;s, de-escalate acute situations, and provide supportive interactions with patients.</p>
<p>As a Mental Health Counselor, you will:</p>
<ul><li>Conduct patient observation and rounds.</li>
<li>Assists staff with patient care while following treatment plans.</li>
<li>Observe and monitor patient&rsquo;s progress and reports observations to staff.</li>
<li>Develop a therapeutic relationship with patients while maintaining professional boundaries.</li>
<li>Assist patients with activities of daily living skills, as necessary.</li>
<li>Provide appropriate supervision of patients&rsquo; activities.</li>
<li>Responsible for safety monitoring of patients of the unit.</li>
<li>Process admissions belongings.</li>
<li>Complete documentation in the EMR system.</li>
<li>Facilitate patient groups.</li>
<li>Work collaboratively with the Interdisciplinary Team</li>
</ul>
<p>Mental Health Counselor candidates will have the following:</p>
<ul><li>High School Diploma. Bachelor&rsquo;s degree in psychology or human services field preferred.</li>
<li>Previous PCT/PCA, CNA or Medical Assistant experience required.</li>
<li>Bachelor&rsquo;s degree may be considered in lieu of experience.</li>
<li>Effective oral and written communication skills; ability to develop a therapeutic relationship while maintaining professional boundaries.</li>
<li>Previous experience in psychiatric or substance inpatient, restraint reduction de-escalation, and crisis intervention is preferred.</li>
</ul>
<p>When you join the growing TaraVista team, you're not just taking a job, you&rsquo;re making a difference in people&rsquo;s lives.<b> </b>As our team member, you&rsquo;ll receive:</p>
<ul><li>Medical, Dental, and Vision</li>
<li>401(k) match</li>
<li>Employer paid short term disability (STD)</li>
<li>Employer paid life and AD&amp;D Insurance</li>
<li>Generous Paid Time Off</li>
<li>Flexible Spending Account</li>
<li>Tuition Reimbursement</li>
</ul>
<p><b>Pay Range</b></p>
<p>Compensation will be determined based on the candidate&rsquo;s relevant experience.</p>
<p>$20.11 - $24.00</p>
<p><i>TaraVista is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</i></p></div>

Mental Health Counselor Adult Inpatient Psych 8hr every other Weekends Evenings

Johns Hopkins Aramco Healthcare

<div></div><div><div><div><div><div><div><div><div><h2 class="jobSectionHeader"><b>Job Title</b></h2>
</div><div>PATIENT FINANCIAL SERVICES ADVISOR.</div></div><div><div><h2 class="jobSectionHeader"><b>
Job Family</b></h2>
</div></div><div></div><div><div><h2 class="jobSectionHeader"><b>Function</b></h2>
</div><div>CFO</div></div><div><div><h2 class="jobSectionHeader"><b>
Job Code</b></h2>
</div><div>30008791</div></div><div><div><h2 class="jobSectionHeader"><b>
Reports to Job</b></h2>
</div><div>Business Unit Lead</div></div><div><div><h2 class="jobSectionHeader"><b>
Job Description Summary</b></h2>
</div><div>The Patient financial Services Advisor provides supervised assistance as needed to patients regarding financial responsibilities, and insurance coverage. This includes validating patient coverage and eligibility, explaining charges, payment expectations and patient copayment , and front line cash and tax invoicing , cash collection, and processing refunds, guide patient s through available payment options and installment plans to ensure patient satisfaction and efficient financial services.</div></div><div><div><h2 class="jobSectionHeader"><b>
Strategic Roles &amp; Responsibilities %</b></h2>
</div><div>00</div></div><div><div><h2 class="jobSectionHeader"><b>
Strategic Roles &amp; Responsibilities</b></h2>
</div></div><div></div><div><div><h2 class="jobSectionHeader"><b>Operational Roles &amp; Responsibilities %</b></h2>
</div><div>100</div></div><div><div><h2 class="jobSectionHeader"><b>
Operational Roles &amp; Responsibilities</b></h2>
</div><div><ul><li>Verify insurance coverage and eligibility to ensure accurate billing and clear communication of financial responsibilities and address coverage discrepancies and work with insurance companies to resolve issues as needed</li><li>
Assist patients with financial responsibilities charges payment expectations and copayments and coordinate payment plans or offer information on financial assistance options and address basic financial inquiries Escalate complex issues to senior staff when necessary</li><li>
Handle frontline cash transactions including invoicing cash collection and refunds Ensure accurate processing of payments manage cash drawers or registers maintain transaction records reconcile cash receipts and report daily to the relevant reconciliation team or staff</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Minimum Education Required</b></h2>
</div><div>Bachelor degree in finance or related healthcare/finance field or Diploma with 6 8 years of experience in healthcare financial services</div></div><div><div><h2 class="jobSectionHeader"><b>
Professional Certifications Required</b></h2>
</div><div>None</div></div><div><div><h2 class="jobSectionHeader"><b>
Years of Experience</b></h2>
</div><div>Minimum 3 years' experience in Healthcare Financial Services</div></div><div><div><h2 class="jobSectionHeader"><b>
Languages</b></h2>
</div><div>English:Advanced ; Arabic:Fully Proficient</div></div><div><div><h2 class="jobSectionHeader"><b>
Functional Competencies</b></h2>
</div><div><ul><li>Due Diligence</li><li>
Audit Reporting</li><li>
Data Collection</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Core Competencies</b></h2>
</div><div><ul><li>Excellence</li><li>
Integrity</li><li>
Accountability</li><li>
Cybersecurity</li><li>
Person-Centered Care</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Acknowledgement</b></h2>
</div><div>Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.</div></div><div><div><h2 class="jobSectionHeader"><b>
Addendum Title</b></h2>
</div><div>No</div></div><div><div><h2 class="jobSectionHeader"><b>
Supplemental Work/Experience/Education Information</b></h2>
</div><div>N/A</div></div><div><div><h2 class="jobSectionHeader"><b>
Addendum Description</b></h2>
</div><div>N/A</div></div></div></div></div></div></div></div><p></p>

PATIENT FINANCIAL SERVICES ADVISOR.

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