lead financial counselor resume example with 8+ years of experience

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

Highly-motivated Administrative Coordinator offering 25 years of superior performance in administrative and leadership roles. Committed to delivering high-quality executive support and coordinating all internal and external operations. Well-versed in managing team performance, coordinating schedules and implementing process improvements to increase efficiency.

  • Patient interviewing skills
  • Recording histories
  • Team management
  • Good work ethic
  • People skills
  • Computer skills
  • Conflict resolution
  • Relationship building
  • Decision-making
  • Office inventory management
  • Employee training
  • Records management systems
  • Accounting support
  • CRM and office management software
  • Data entry
  • Accounts payable and receivable
  • Scheduling and calendar management
  • Advanced MS Office Suite knowledge
  • Proficient in EPIC medical software, LASER, and HIRE
Education and Training
Marion Abramson High School New Orleans, LA, Expected in 05/1993 High School Diploma : - GPA :
Southern University And A & M College Baton Rouge, LA Expected in : Business Administration - GPA :
Umass Memorial Health Care - Lead Financial Counselor
Worcester, MA, 06/2022 - Current
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Counselled patients on potential financial liabilities and payment requirements.
  • Screened patients for eligibility for state, local and federal assistance programs.
  • Documented patient counters in hospital system and initiated follow-up actions.
  • Reported liabilities and risk management concerns to supervisor for review.
  • Verified patients' insurance and payment methods during admissions or check-in processes.
  • Collaborated with clinical and administrative staff to meet patient needs.
  • Completed registration procedures for patients, expertly inputting information to meet provider, facility and legal requirements.
  • Explained policies, procedures and services to patients.
  • Cultivated positive relationships with patients to help facility meet satisfaction scores and patients obtain best possible care.
  • Obtained informed consent and payment documentation from patients and filed in system.
  • Verified documentation methodically to avoid critical errors impacting care delivery and payments for services.
  • Organized timely and accurate referrals to help patients obtain health care services and access available resources.
Nevada Corporate Headquarters Inc. - Enumerator Field Supervisor
Las Vegas, NV, 08/2020 - 12/2020
  • Assigned work to field employees, based on material or work requirements for specific jobs.
  • Supervised, coordinated, or scheduled activities of field team workers.
  • Prepared and planned worksites to help jobs run smoothly.
  • Trained and monitored employees to teach daily tasks and improve performance.
  • Maintained 95% accuracy of those enumerated and counted on my team
  • Assisted the Southeast region with managing enumerators and also enumerating while on the Decennial Census Travel Team.
  • Monitored project progress to enforce adherence to deadlines and quality standards.
  • Trained workers in equipment operation, safety procedures and company policies.
  • Established and enforced procedures and work standards, promoting team performance and safety.
  • Analyzed worker or production problems and recommended solutions for improving procedures or implementing motivational plans.
Gcs Credit Union - Retention Specialist
Pontoon Beach, IL, 02/2017 - 07/2020
  • Compiled all calls and interactions into computer data system.
  • Implemented creative solutions to deal with special circumstances.
  • Searched for qualified job candidates using computer databases, media advertisements or employee referrals.
  • Managed caseload of clients to help them overcome barriers and coordinate employment development training
  • Scheduled or conducted new employee orientations.
  • Worked with HR department to devise and update policies as needed for corporate accountability and workplace health.
  • Analyzed employment-related data and prepared reports.
  • Selected qualified job applicants or referred to managers to make hiring recommendations.
  • Maintained and updated organizational charts, employee handbooks or performance evaluation forms.
  • Interviewed job applicants to obtain information on work history, education or job skills.
  • Performed customer negotiations to reach fair conclusion for both business and customer.
  • Referred unresolved customer service issues to designated departments for investigation.
  • Analyzed customer feedback and developed new techniques to ensure customer retention.
U.S. Cellular - Member Service Representative
Oakland, MD, 02/2017 - 07/2020
  • Reviewed accounts to determine reason for non-payment and appropriate steps needed for ac-count resolution
  • Determined cause of rejection, method of correction and implements permanent resolution to expedite reimbursement
  • Appealed adjustments, and/or resubmission of claims with pertinent documentation/manufacturers invoice
  • Adjusted bills and refunded money to resolve customers' service or billing complaints.
  • Performed Collections for Outpatient, Inpatient, Observation, Same Day
  • Reviewed appeals and researched account claims based upon policies and procedures
  • Maintained monthly report for the Revenue Cycle Manager of new services, and patterns of denials.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Managed customer conflicts and challenging situations by staying calm and accessing internal knowledge bases to develop strategic solutions.
  • Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
  • Exceeded established service goals while leveraging customer service, sales and employee management best practices.
Children And Family Services - Administrative Coordinator IV
City, STATE, 10/2009 - 03/2014
  • Assisted clients with applying for state benefits utilizing the online portal for self-sufficiency
  • Prepared and reviewed operational reports and schedules to ensure accuracy and efficiency
  • Coordinated confidential files for clients transfer state-wide
  • Coordinated programs for clients continuing services; resolved customer complaints or answer customers’ questions regarding policies and procedures
  • Analyzed internal processes and recommend and implement procedural or policy changes to improve operations.
  • Developed successful filing system to increase ability to retain and recover documents, reports and records.
  • Composed and edited complex and sensitive correspondence, reports and documents.
  • Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Summarized and analyzed data from sources to create detailed documents, reports and high-level presentations.

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Resume Overview

School Attended

  • Marion Abramson High School
  • Southern University And A & M College

Job Titles Held:

  • Lead Financial Counselor
  • Enumerator Field Supervisor
  • Retention Specialist
  • Member Service Representative
  • Administrative Coordinator IV


  • High School Diploma

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