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Financial Counselor Resume Example

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FINANCIAL COUNSELOR
Summary

Dedicated to customer Service, knowledge of data input, telephone etiquette, motivated, energetic, team player, reliable, outgoing and driven to reach company goals. 

Highlights
  • Energetic work attitude
  • Customer service
  • Telephone skills
  • scheduling
  • Typing
  • Organization skills
Experience
Financial Counselor
February 2011 to January 2013Company Name － City, State
  • Collected, registered, verified and input all pertinent client information in HMS Modules: Client Registration, Family Financial, and Insurance Information and records CSR's with accuracy.
  • Utilized FMMIS and MEVSNET to verify eligibility for clients for Medicaid and Medicare.
  • Determined financial eligibility on sliding fee scale.
  • Assisted clients to cashier to make payments and/or payment arrangements.
  • Promoted customer service excellence.
  • Scheduled clients appointments.
  • Maintained client confidentiality and security of medical records in accordance to HIPPA and Information Security Act.
  • Worked knowledge operated photo copy machine, calculators, cash register, computer, printers, scanners and all related equipment required by position.
  • contacted by phone clients primary care provider to obtain authorization for Medicaid Reimbursement.
  • Completed EARS and timesheets within required timeframes.
  • Performed other related duties as required and served as back up for any position in Accounts Receivable.
Senior Clerk
May 1995 to February 2011Company Name － City, State
  • Promoted good customer service by seeing that telephones were answered promptly and courteously.
  • Customers treated with respect and courtesy.
  • Promoted "Patient First" at all times.
  • Paired superbill with patient chart prior to patient's arrival in clinic area.
  • Answered telephones.
  • scheduled client appointments, rescheduled and/or follow-up missed appointments by phone/mail.
  • Made reminder phone calls when necessary.
  • Minimized patients wait time as much as possible.
  • Registered and maintain client record in computer data file.
  • Researched client demographic information and updates per visit/appointment.
  • Reviewed data for accuracy and completeness.
  • Organized and maintained records, filling systems.
  • Calculated and verified daily/weekly/monthly reports for Division manager.
  • Maintained client confidentiality and security of medical records in accordance with health department Procedure Security 13,1.B.Level 2.
  • Clinical Confidentiality.
  • Operated photo copying machines, typewriters, calculators, cash register, computer, printers and related equipment with accuracy as acquired on the job.
  • Communicated administrative and clerical policies and procedures, train other employees as required.
  • Completed employee active records, timesheets and other reports according to procedure in timely manner.
  • Performed related work as required.
  • Prepared and maintained schedules, Medical Records and Immunization Cards for clinic.
  • Responsible for daily pulling charts and Immunization cards for next day schedule.
  • Posted all no show appointments in client Medical Records.
  • Submitted no show data to Division Manager as directed.
  • Attached all paperwork with corresponding client chart, placed in correct area for clinical staff and timely patient flow.
  • worked with Medical Record staff in researching any/questionable charts.
Data Entry Operator (Career Service)
September 1989 to May 1995Company Name － City, State
  • Responsible for input of all accounting functions in the health unit as well as payroll records and accounts payable/receivable.
  • Entered appropriate materials for all unit fiscal programs.
  • Logged and distributed payroll records and warrants.
  • Processed time sheets for unit.
  • Entered leave balances to unit programs and distributed reports.
  • Kept permanent records available on all health unit leave and attendance records.
Clerk Typist Specialist
April 1989 to May 1995Company Name － City, State
  • Accurately typed correspondence, reports, records, travel vouchers, budgets, Medicaid billing, etc., from oral instructions, notes and rough drafts.
  • Inputted data through CIS/HMS system for health unit.
  • Acted as receptionist.
  • Initiated client service records in all programs.
  • Served public in county health unit and over telephone regarding department procedures, activities and policies.
  • Maintained patient log and records.
  • Interviewed clients in health unit and acted as liaison between patient and public health nurse.
  • Worked scheduled shift in support of night clinic.
  • Established, maintained and updated files for health unit.
  • Compiled and edited data and information for reports as required.
Data Entry Operator (OPS position)
November 1987 to April 1989Company Name － City, State
  • Data input: Contracts, employees timesheets, revenue expense reports, vendors, primary care proposals, federal and county health revenue and expenses, spending plan report, budget amendment and input written reports and codes.
  • Typed correspondences.
  • Medicaid billing for lab.
  • Prepared bank deposits.
  • Picked up payroll warrants.
  • Checked daily log-in log.
  • Prepared travel vouchers.
  • Prepared leave and attendance records.
  • Checkout cash register.
  • Checked bank deposit slips and other duties as required.
Education
High School Diploma : 2008St. James Academy High School － City, State
Diploma : Medical AssistantWebster College － City, State
Certified Nursing AssistantIndian River Community College － City, State
Skills

Medicaid billing

Computer Proficiency

Scheduling

Multi-tasking

Professional and friendly

Customer service

Data entry

Data Collection

Microsoft Word

Microsoft Excel

Receptionist

Copy machine

Scanners

Telephone Skills

Word Processing

Printers

Spreadsheets

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Resume Overview

School Attended

  • St. James Academy High School
  • Webster College
  • Indian River Community College

Job Titles Held:

  • Financial Counselor
  • Senior Clerk
  • Data Entry Operator (Career Service)
  • Clerk Typist Specialist
  • Data Entry Operator (OPS position)

Degrees

  • High School Diploma : 2008
    Diploma : Medical Assistant
    Certified Nursing Assistant

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