Er Financial Counselor Resume Example

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(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Business-minded Financial Counselor and Customer service driven professional with over 5+ years in the profession. Known for successfully managing high level of patient accounts, and experience processing financial forms,obtaining referrals, verifying insurance and other health documentation. Positively impacting business performance. Trained in managing groups, setting goals, providing directives, and overseeing plan of action. Able to lead, motivate, and train associates. Strong in communication and analytical skills. Trained proficiently to be able to think quick during tough situations, solve uncommon problems, and think of alternative solutions. Ability to empathize with others in order to maintain trust so that I can increase satisfaction after a bad experience. Dependable, and consistently shows up to work on time. In quarterly evaluations receives highest possible points for attendance. Honors commitments by being reliable so that I can provide the support needed to maintain quality and service.

  • Analytical Thinking
  • Attention to Detail
  • Account Performance Reviews
  • Cash Management Strategies
  • Critical Thinking
  • Verbal and Written Communication
  • Influential and Persuasive
  • Customer Complaint Resolution
  • Risk Assessment
  • Decision Making
  • Policy and Procedure Writing
  • In-Person and Telephone Interviewing
  • Employee Relations
  • New Hire Onboarding
  • Equal Employment Opportunity (EEO)
  • Data Management
  • Human Resources
  • Employee Health
  • Research Proficiency
Florida Gulf Coast University Fort Myers, FL Expected in 2018 Bachelor of Science : Forensic Studies & Investigations - GPA :

GPA: 3.7

Florida SouthWestern State College Fort Myers, FL Expected in 2017 Associate of Arts : - GPA :
Certified Dental Assistant in Expanded Functions and Dental Radiographer, March 2016 Dental Assitant Training School | Fort Myers, FL

Jackie Carroll

Supervisor Patient Access


Mari De Jesus

Customer Service Manager


Samantha Kinnen

Team Leader


Work History
Lee Health - ER Financial Counselor
Sanibel, FL, 04/2020 - Current
  • Identified healthcare resources and programs for patients unable to meet financial obligations.
  • Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
  • Meticulously documented all details regarding contact with patients, providers and other individuals in system using Epic.
  • Conducted interviews with patients and family members and answered questions regarding insurance benefits.
  • Performed due diligence and valuation processes.
  • Responsible for confirming patient identity and uses Epic and on-line resources to ensure Medicare medical necessity.
  • Excellent verbal, analytical and customer service skills due to varying methods of continuous communication which occurs telephonically, in person, and bed-side in direct clinical care setting.
  • Extensive computer knowledge and analytical experience to navigate and interpret information provided by an multitude of payers, and ability to be multi-task oriented while using critical thinking skills to appropriately handle complexity and stress while displaying excellent customer service at all times.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
  • Assisted supervisors with recruitment process, screening and employee on boarding while also assisting with training.
Ashley Furniture - Customer Service Representative
Canoga Park, CA, 09/2017 - Current
  • Resolved product or service problems by clarifying customer's complaint, determining cause of problem and selecting best solution to solve problem.
  • Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
  • Communicated with vendors regarding backorder availability, future inventory and special orders.
  • Guided team members with clear directions, timelines, and feedback.
  • Trained, oversaw and mentored new team members to strengthen performance and job expertise.
  • Resolved customer service issues using company processes and policies and provided updates to customers.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Answered multi-line phones and used active listening skills to assess client's issues and challenges.
  • Planned schedules and workflows based on expected customer demands.
  • Perform perplexed data entry for management including store and liquor sales, product sales, and charity sales.
University Of Florida Health - Mobile Forensic Data Extraction Intern
Saint Marys, GA, 01/2018 - 12/2018
  • Ability to tear down different phones to do successful chip offs.
  • Experience in ISP, BGA, and EMMC chips.
  • Ability to use most non-conventional tools like flasher boxes, JTAG technology, and the Chip Off Process to get most data from devices.
Ochoa's Dental - Dental Assistant
City, STATE, 01/2017 - 01/2018
  • Great patient communication Effectively operated X-Ray machines for new patient exams.
  • Correctly arranged instrument trays prior to any major dental procedures or surgeries.
  • Assisted in four handed dentistry including but not limited to restorations, extractions, impressions, and making temporaries for patients from scratch.
  • Properly poured up molds to be sent to the lab for fabrication.
  • Educated patients regarding preventative dental care, plaque control, cause and treatment of common dental problems, and oral healthcare services.
  • Properly sterilized dental equipment in examination rooms in accordance with infection control policies.
  • Knowledgeable in OSHA and HIPPA laws.
  • Scheduled appointments for new and existing patients, factoring in provider availability and scheduling loads.
  • Maintained dental supply inventory by checking stock to determine inventory levels and placing and expediting orders for supplies.
  • Used Dentrix to document and maintain patient information and health background.

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Resume Overview

School Attended
  • Florida Gulf Coast University
  • Florida SouthWestern State College
Job Titles Held:
  • ER Financial Counselor
  • Customer Service Representative
  • Mobile Forensic Data Extraction Intern
  • Dental Assistant
  • Bachelor of Science
  • Associate of Arts