Financial Counselor Resume Example

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Senior level Credit and Collections Professional with a proven track record for managing large-scale collections activities that have saved employers several millions of dollars. Skillfully negotiates and enforces collections activities and expedites the clearance on delinquent accounts. Solid project coordination skills and exceptional research, analysis and accounting abilities. Efficiently manages departmental operations, exercising strong organizational and people management skills. Fifteen years experience in the financial services industry.
MS Word, Excel, PowerPoint and Outlook, Great Plains, Credex, Dun and Bradstreet, Accurint, CBC Innovis, Flowcast System (Physician and Hospital)
Financial Counselor
January 2012 to Current
Company NameCity, State
  • Responsible for processing billing and collection activities for physician and hospital services.
  • Process insurance rejections within established time frame.
  • Completes any related research required.
  • Researches and responds to internal and external customer inquires in a professional timely manner.
  • Experience working with the Flowcast System Physicians and Hospital Patient Accounts.
  • Responsible for all phases of inpatient and outpatient billing and accounts receivable.
  • Maintains a detailed knowledge of insurance regulations this includes knowledge of government billing systems which affect A/R so as to re-bill accounts correctly.
  • Responds to patients written and verbal inquires.
  • Assures the monthly reports are completed accurately and in a timely fashion.
  • Resolves patient account disputes and/or balances due through the establishment of payment agreements, charity care resulting in full payment in a timely.
  • Communicates with individuals/departments to resolve patient problems.
Collections Specialist
January 2010 to January 2012
Company NameCity, State
  • Researched and analyzed accounts prior to initiating debtor contact, examines historical data, evaluates past collection efforts.
  • Made telephone contacts (in and outbound calls) with customer and established reason for past due account situation; made arrangements for payments to bring account current and followed up to ensure obligation is satisfied.
  • Advised debtor with past due accounts of proper payment schedules and the principles of credit and credit standings.
  • Utilized available resources and skip tracing techniques to ascertain locations of persons with past due accounts.
Credit/Collections Manager
January 2009 to January 2010
Company NameCity, State
  • Hired and trained staff members, set goals and objectives for staff, improved credit quality, A/R aging, and bad debt.
  • Lead the work of four collection specialist by distributing and balancing workload, demonstrated proper work methods and provided on the job training to employees.
  • Collected on all domestic and international outstanding accounts.
  • Assisted other collectors with difficult or complex accounts and situations, utilizing technical knowledge of collections and procedural or legal guidelines.
  • Analyzed applicant's financial status, credit evaluation to determine feasibility of granting loan request.
  • Negotiated payment of past due balances, including coordinating and maintaining payment plans.
  • Researched and analyzed accounts prior to initiating debtor contact; examines historical data; evaluates past collection efforts.
  • Advised debtor with past due accounts of proper payment schedules and the principles of credit and credit standings.
Collections Specialist
January 2007 to January 2009
Company NameCity, State
  • Ensured that 80% of invoices were paid in less than 60 days while monitoring accounts receivable balance of more than 400K.
  • Prevented write-offs by negotiating successful buyouts and payment plans with delinquent customers.
  • Determined most effective and economical means of collecting for each account; applied standard due diligence practices to collect monies owed; composed correspondence requiring knowledge of procedures and practices in collections and also sent a variety of standard collection letters.
  • Used computer terminal to access database for obtaining account status or entering data on assigned accounts; verified accuracy before and after entry.
Collections Development Agent/Trainer
January 2002 to January 2007
Company NameCity, State
  • Supervised ten collection employees, including employee training, evaluating, disciplining and terminations.
  • Contacted customer and established reason for past due account situation; made arrangements for payments to bring account current and follows up to ensure obligation is satisfied.
  • Conducted in-depth research and interfaced with external collection agencies in an effort to track and resolve outstanding account delinquencies to ensure a high recovery rate.
  • Resolved difficult collection issues through means of direct client contact, implementing diverse strategies that include provision of applied charges and explanations.
B.S : Business ManagementRoberts Wesleyan CollegeCity, StateBusiness Management
accounts receivable, analytical skills, balance, billing, billing systems, Strong communication skills, credit, client, due diligence, Dun, employee training, fashion, financial, financial analysis, frame, government, Great Plains, insurance, legal, letters, access database, Excel, Outlook, PowerPoint, MS Word, negotiating, organizational skills, quality, research, telephone, time management, written


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Resume Overview

School Attended

  • Roberts Wesleyan College

Job Titles Held:

  • Financial Counselor
  • Collections Specialist
  • Credit/Collections Manager
  • Collections Development Agent/Trainer


  • B.S : Business Management

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