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financial counselor resume example with 8+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Professional Summary

Logical Financial Counselor with extensive history of speaking with patients, physicians and insurance company representatives. Efficient professional with more than 1+ years of experience obtaining pre-admission paperwork, counseling patients and developing effective payment plans for healthcare services.

Business-minded Financial Counselor known for successfully managing high level of patient accounts. Determined employee with over 1+ years of experience processing financial forms and obtaining referrals and other health documentation. Remains calm and poised in all types of situations.

Organized individual with the ability to multitask and liaise between patients, physicians and insurance companies. An astute Financial Counselor offering extensive healthcare insurance knowledge and proficiency in Paragon, Microsoft Word/Excel

Driven Financial Counselor offering 1+ years track record working with financial products. Handles diverse range of financial needs, including retirement planning and insurance advisement. Decisive planner and problem-solver with understanding of marketing and sales strategies.

Performance-oriented Financial Advisor offering experience working with privately-held investment firms. Adept at skillfully managing high-value assets. Offering expertise demonstrated by Series 7, 6 and 63 licenses.

Seasoned Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and passionately dedicated to satisfying customers.

Talented Financial Counselor offering 1+ years of experience in insurance billing, medical billing, financial Counseling. Exceptional communicator, relationship builder and portfolio manager for clients with varying wishes. Agile market expert with consistent eye on changing stock values, keeping integrity of client portfolios at forefront.

Registered Client Associate provides dedicated operational and sales assistance to support office initiatives.

Results-oriented Financial Counseling/Customer Service uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.

Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.

Accomplished Financial Counselor with 1+ year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.

Accomplished Financial Counselor committed to helping patients. Detail-oriented and tech-savvy professional proficient in Paragon, Microsoft Excel/Word.

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Goal-oriented Financial Counselor with forward-thinking and resilient mindset. Accurate, honest and detail-oriented in handling monies. Bringing 1+ years of experience working to help clients reach financial stability.

Provides customers with targeted financial advice, service options and product recommendations to serve debt management needs. Effective at building and implementing plans for each person or organization. Proficient in factors affecting credit scores and strategies for financial recovery.

Experienced Financial Counselor with over 1 years of experience in Industry. Excellent reputation for resolving problems and improving customer satisfaction.

Enthusiastic Financial Counselor/Server/Customer Service eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of insurance billing and collections and training in Medicaid applications. Motivated to learn, grow and excel in the medical reception/collections/financial services field

Financial Counselor with over 1 years of successful experience in Medical billing, insurance billing, Medicaid applications . Recognized consistently for performance excellence and contributions to success in Medical field. . Strengths in customer service, financial services, abs more.

Skills
  • Account management and updating
  • Financial advice
  • Proficient in Microsoft Excel/Word and Paragon
  • Telephone etiquette
  • Insurance Verification
  • Positive patient experiences
  • Patient counseling
  • Professional relationship building
  • Insurance decisions
  • Financial planning
  • Sales expertise
  • Relationship building and management
  • Cash Handling
  • Financial Advising
Work History
Financial Counselor, 02/2018 to 05/2019
HcaWest Valley City, UT,
  • Liaised between patient, doctor and insurance provider to smooth claims processes.
  • Explored specific plans of action to address creditor demands and reduce debt.
  • Taught small group classes on personal financial management as part of community outreach.
  • Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
  • Assessed client financial situation and explored background through one-on-one interview process.
  • Conducted interviews with patients and family members and answered questions regarding insurance benefits.
  • Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
  • Stayed up-to-date on financial products and consumer rights.
  • Identified healthcare resources and programs for patients unable to meet financial obligations.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Boosted sales by Number% and exceeded sales target by employing consultative sales tactics and superior customer care.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Performed due diligence and valuation processes.
  • Delivered strategy advisement and corporate financing to clients.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Taught basics of credit improvement, money management and asset building for low- to middle-income clients.
Server , 05/2015 to 02/2018
Park Hotels & ResortsMemphis, TN,
  • Kept updated knowledge of menu and promotions, recommending specific items according to preferences and food allergies.
  • Monitored guests for intoxication and immediately reported concerns to management, contributing to safe and welcoming environments for all patrons.
  • Enhanced operational efficiency by using slow periods to restock employee and customer supplies, including ice, condiments, utensils, napkins, trays and delivery bags.
  • Supervised restocking of salad bar and buffet for lunch and dinner service.
  • Worked with POS system to place orders, manage bills and handle complimentary items for dissatisfied customers.
  • Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
  • Kept register accurate through correct billing, payment processing and cash management practices.
  • Collected credit card, cash and gift certificate payments and dispensed change for cash transactions.
  • Created orders, documented special requests and followed up with kitchen personnel to foster top-quality service and minimize complaints.
  • Collaborated with kitchen team to support order preparation, manage efficient deliveries and minimize customer service issues by verifying meals.
  • Helped customers place orders, explained menu items and suggested appropriate options for food allergy concerns.
  • Arranged tables for customers, following established preparation procedures to provide guests with excellent experiences and foster repeat business.
  • Prepared beverages and filled food orders for customers.
  • Checked identification to enforce age regulations for alcoholic beverages.
  • Applied comprehensive knowledge of wine, cider and beer as well as appropriate entree pairings, increasing daily beverage sales by Amount%.
  • Bussed and reset Number tables per shift, working efficiently to keep dining room and work areas clean.
  • Greeted and maintained relationships with regular customers.
  • Served needs of more than Number customers in busy Type environment.
  • Replenished food items and other supplies, which included paper products and canned goods to keep pantry well-stocked during busy periods.
Server, 05/2010 to 03/2015
Park Hotels & ResortsEl Segundo, CA,
  • Worked with POS system to place orders, manage bills and handle complimentary items for dissatisfied customers.
  • Supervised restocking of salad bar and buffet for lunch and dinner service.
  • Collaborated with kitchen team to support order preparation, manage efficient deliveries and minimize customer service issues by verifying meals.
  • Collected credit card, cash and gift certificate payments and dispensed change for cash transactions.
  • Kept register accurate through correct billing, payment processing and cash management practices.
  • Created orders, documented special requests and followed up with kitchen personnel to foster top-quality service and minimize complaints.
  • Monitored guests for intoxication and immediately reported concerns to management, contributing to safe and welcoming environments for all patrons.
  • Kept updated knowledge of menu and promotions, recommending specific items according to preferences and food allergies.
  • Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
  • Enhanced operational efficiency by using slow periods to restock employee and customer supplies, including ice, condiments, utensils, napkins, trays and delivery bags.
  • Checked identification to enforce age regulations for alcoholic beverages.
  • Served needs of more than Number customers in busy Type environment.
  • Greeted and maintained relationships with regular customers.
  • Arranged tables for customers, following established preparation procedures to provide guests with excellent experiences and foster repeat business.
  • Replenished food items and other supplies, which included paper products and canned goods to keep pantry well-stocked during busy periods.
  • Helped customers place orders, explained menu items and suggested appropriate options for food allergy concerns.
  • Bussed and reset Number tables per shift, working efficiently to keep dining room and work areas clean.
Education
Diploma : , Expected in 05/2002
Sulphur High School - Sulphur, LA
GPA:
Certifications
  • Certified in the State of Louisiana to perform Medicaid applications.

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Resume Overview

School Attended

  • Sulphur High School

Job Titles Held:

  • Financial Counselor
  • Server
  • Server

Degrees

  • Diploma

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