financial counselor resume example with 9+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

My goal is to join a team where I can utilize my skills and grow within the company. Multitasking individual boasting a background determining health insurance benefits for patients. A highly organized Financial Counselor able to successfully liaise with multiple parties, including patients and physicians to ensure smooth workflows and effective communication. Knowledgeable medical office professional with exceptional background over 5+ years handling intensive clinical environments. Quality-driven and safety-oriented with excellent interpersonal and relationship-building abilities. Experienced in collaborating across disciplines to support patient needs and enhance care.

  • Hardworking and great communication
  • Financial assistance
  • Medical Terminology
  • Ability to type 60 words per min
  • Proficient in Microsoft
  • Great customer service skills
  • CNA License
  • Collection of payments
  • CNA
  • Charts
  • Great communication skills
  • Draw blood
  • CPR Certified
  • Copy machines
  • Scheduling appointments
  • Answering phones
  • Effective customer communication
  • Healthcare insurance knowledge
  • Payment negotiation
  • Advice and assistance
  • Payment processing
  • Billing inquiry management
  • Financial counseling
  • Grooming and bathing assistance
  • Medical terminology knowledge
  • Collecting specimens
  • Quick problem solver
  • Collecting vital signs
  • Monitoring fluids
Education and Training
Drew Central High School Monticello, AR Expected in 05/2008 High School Diploma : - GPA :
South Arkansas Community College El Dorado, AR Expected in 12/2020 Technical Certificate : LPN - GPA :
  • Certified Nursing Assistant
  • CPR Certified
Kaiser Permanente - Financial Counselor
Folsom, CA, 05/2015 - Current
  • Interviewed patients and families, answering questions regarding financial process during such sessions.
  • Advocated for patients by contacting insurance carriers and obtaining the necessary benefits information.
  • Liaised between physician, patient and insurance carrier to verify that each party had necessary information.
  • Assisted patients without healthcare coverage to find resources, services and assistance needed.
  • Greeted visitors, assessed needs and directed to appropriate personnel.
  • Answered and directed incoming calls using multi-line telephone system.
  • Prepared, compiled and filed documents as well as reports presented to various parties.
  • Received incoming packages and mail, dispersed parcels and shipped outgoing items
  • Scheduled and confirmed appointments.
  • Maintained daily calendars, set appointments with clients and planned daily office events.
  • Collected data to represent symptoms, including onset, presenting problem and medical diagnoses.
  • Communicated triage information to primary care team to discuss disposition.
  • Maintained confidentiality in matters related to patient, family and client facility staff.
  • Monitored and recorded patient condition, vital signs, recovery progress and medication side effects.
Regent Care Centers - Ward Clerk
San Antonio, TX, 12/2013 - 04/2015
  • Answered call lights
  • Made charts
  • Filled papers
  • Brought patients to the floor.
  • Helped with orders vital signs as needed.
  • Collected paperwork for patients, nurses and physicians.
  • Entered current information into records system and printed documents for appointments, files and patient use.
  • Maintained office supplies inventory by checking stock and ordering new supplies as needed.
  • Worked in high-volume department to answer telephone calls and route connections to appropriate departments or staff.
Medstar Health - Certified Nursing Assistant
Baltimore, MD, 04/2012 - 08/2013
  • Responded to patient alarms and needs-assessment requests to identify course of treatment.
  • Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
  • Documented activities and recorded information in EMR system.
  • Conducted routine checks on standard patient vitals, including blood pressure, blood sugar and heart rate.
  • Documented patient intake and dietary requirements, also assisting with feeding and monitoring.
  • Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
  • Engaged with patient family and friends to provide courteous, efficient visit experience.
  • Facilitated activities of daily living, including personal hygiene management, feeding and ambulation.
  • Managed and maintained patient rooms, shared-living areas and nursing stations.
  • Used mobility devices and equipment to transport patients.
Pepsico Inc. - Salesman/Merchandiser
City, STATE, 07/2009 - 07/2010
  • Educated customers on product features and technical details to highlight benefits.
  • Conducted site visits to assess needs, demonstrate products and recommend strategic solutions for customer requirements.
  • Negotiated prices and set up contracts to finalize sales agreements.
  • Liaised with vendors to coordinate delivery schedules and promote customer satisfaction.
  • Followed-up with customer after sale to identify and resolve service, account or technical issues to maintain customer satisfaction.
  • Monitored customer order process and addressed customer issues.
  • Exceeded sales goals
  • Contacted new and existing customers to discuss how specific products could meet needs.
  • Configured and arranged up-to-date advertising and marketing displays, creatively placed merchandise on counters or tables to promote visibility and sales.
  • Displayed appropriate signage for products and sales promotions.
  • Placed prices and descriptive signage to enhance displays and promote items.
Activities and Honors

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Resume Overview

School Attended

  • Drew Central High School
  • South Arkansas Community College

Job Titles Held:

  • Financial Counselor
  • Ward Clerk
  • Certified Nursing Assistant
  • Salesman/Merchandiser


  • High School Diploma
  • Technical Certificate

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