Estate planning counselor work from home jobs - 38 jobs
Counsel II-Real Estate
Ulta Beauty, Inc. 4.3
Remote job
Realize new levels of autonomy and professional ownership. At Ulta Beauty, our Legal, Risk & Governance team provides clarity and continuity in ways that have made our growth a seamless venture, with keen insights that have opened up new and previously unexplored areas of opportunity. Through superior leadership and work that continually challenges, you'll have the chance to help set strategic direction through ethical and collaborative thought and practice.
THE IMPACT YOU CAN HAVE
Our Legal, Risk and Governance team seeks an experienced attorney with deep technical expertise in retail real estate leasing to provide legal support to our Growth & Development business partners who are responsible for new store development and management of our existing fleet. In this role, you will report to the Senior Counsel, Real Estate, partner regularly with G&D team members providing retail real estate legal services, and work closely with all other members of the LR&G team. This Counsel II role will be responsible for protecting the legal interests of the Company, balancing risk with profitable growth, and ensuring G&D's and the Company's strategic objectives are timely met. This role will also provide counsel and leadership on the resolution of real estate issues and disputes and will have responsibility for managing outside counsel, budgets and reporting related to services provided.
YOU'LL ACCOMPLISH THESE GOALS BY:
* Contribute retail leasing expertise to support business objectives and collaborate with G&D leadership and team members on a wide variety of challenges and issues impacting business operations.
* Draft, negotiate and review a wide variety of retail leasing related documents in support of business growth initiatives and the existing store fleet. Such documents include lease amendments and modifications, renewals, letter agreements, construction contracts and agreements, work letters, guarantees, SNDA's, estoppels, exclusives and use restrictions, restrictive covenants and conditions, default notices and responses to same, and similar real estate related documents.
* Manage and direct outside counsel in the efficient negotiation and execution of leases and amendments. Intervene proactively in negotiations to resolve issues, avoid delays, and expedite execution. Maintain uniform leasing standards on behalf of the Company while reviewing work performed by various outside counsel. Track and periodically report progress on negotiations to partners in G&D.
* Support work prepared by senior paralegals and lease specialist, review and proof documents for execution.
* Provide legal support for developer disputes and pre-litigation matters as well as issues relating to store construction and maintenance, lease payables audits, and lease administration matters.
ADDITIONAL RESPONSIBILITIES:
* Provide business focused guidance and counseling.
* Develop and effectively manage budgets for external legal support.
* Provide reporting and data to track and manage workflow, support projects, and manage risks.
* Participate in the maintenance and data integrity of the portfolio management system and legal drive.
* Support special projects as assigned by the current VP, Assistant General Counsel and/or Chief Legal Officer, on an as-needed basis.
THE ESSENTIALS OF SUCCESS
* Juris Doctorate from an accredited law school. Admitted to practice law and in good standing in the State of Illinois.
* 5+ years of real estate legal experience with strong emphasis on retail leasing in the shopping center industry; experience in negotiating and drafting retail leases and amendments and related documents.
* In-house experience with a national or regional retailer or developer is preferred.
* Demonstrated ability to supervise outside counsel independently and effectively.
* Proven ability to build strong relationships with the legal team, business teams, and executives; demonstrates excellent written and oral communication skills.
* Excellent drafting, analytical, and organizational skills, ability to manage multiple projects at once, follow through, and meet concurrent deadlines. Demonstrated ability to work independently with attention to detail, manage tight deadlines and prioritize business projects.
* Process oriented and ability to create and/or recommend standard operating procedures. Must have a working knowledge of real estate systems, contract management systems, and Microsoft Office applications.
* Positive energy, enthusiasm, flexibility, confidence, and ability to work collaboratively as well as cross-functionally in a dynamic, fast-paced environment are a must.
* For remote position, regular (i.e. monthly) travel to Ulta Beauty's headquarters in Bolingbrook, IL will be required
#LI-JR1
#REMOTE
The pay range for this position is $119,300.00 - $161,000.00 / Year with the opportunity for eligible associates to earn additional compensation pursuant to the Company's bonus plan. Exact pay will be based on factors including, but not limited to relevant education, qualifications, certifications, experience, level, shift, geographic location, and business and organizational needs. Full-time positions are eligible for paid time off, health, dental, vision, life and disability benefits. Part-time positions are eligible for dental, vision, life, and disability benefits. For additional information concerning our benefits, visit our Benefits and Career Development page: *****************************
ABOUT
At Ulta Beauty (NASDAQ: ULTA), the possibilities are beautiful. Ulta Beauty is the largest North American beauty retailer and the premier beauty destination for cosmetics, fragrance, skin care products, hair care products and salon services. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label. Ulta Beauty also offers a full-service salon in every store featuring-hair, skin, brow, and make-up services.
We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York City Fair Chance Act.
$119.3k-161k yearly 60d ago
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Counsel, Real Estate and Commercial
Flynn Restaurant Group 3.9
Remote job
**Counsel, Real Estate & Commercial** Flynn Group (together with its subsidiaries Apple American Group, Bell American Group, Pan American Group, RB American Group, Hut American Group, Wend American Group, and Flynn Fitness Group) seeks a driven Counsel, Real Estate and Commercial to join its industry-recognized legal team. Reporting to the Associate General Counsel, Real Estate, Commercial, and Franchising, the successful candidate will support all legal aspects of Flynn's real estate operations and commercial practice for the world's largest franchise operator, with more than 2,900 restaurants and gyms, and over 75,000 employees across the U.S. and Australia. This is a unique opportunity to join a diverse and dynamic in-house legal department in a high-visibility, high-impact role with direct access to senior leadership. It is the perfect position for someone looking to play a meaningful part in the growth-story of a company featuring some of the most iconic and beloved brands in the nation (Applebee's, Taco Bell, Panera, Arby's, Wendy's, Pizza Hut, and Planet Fitness)
The position may be based in any of our Support Centers located in Independence, OH; Dallas, TX; or Overland Park, KS. Flynn Support Center team members observe a 4:1 hybrid schedule, working in-office Monday through Thursday, with Friday as an optional work-from-home day.
**Responsibilities and Duties**
+ Review, draft, and negotiate real estate agreements, including but not limited to, leases, lease amendments, subleases, real estate purchase agreements, estoppels, SNDAs, CC&Rs, easements, and related agreements.
+ Conduct title/survey review.
+ Prepare lease summaries and analysis.
+ Provide legal advice and assistance on real estate, development, and related corporate matters.
+ Support Real Estate Property Management team to analyze rights and responsibilities under applicable leases/agreements and articulate company positions.
+ Identify opportunities for process improvements; develop and execute on improved processes and procedures to increase efficiencies, manage and utilize data, and help support growing Real Estate and Legal Departments.
+ Support Franchise Agreement review and execution; liaise with business team to collect and verify information in connection with same.
+ Help establish improved processes and systems for tracking Franchise and Development Agreements, including but not limited to dates, incentives, and remodel obligations.
+ Draft, review, analyze, modify, and negotiate commercial agreements, business associate agreements, confidentiality agreements and other contracts.
+ Interpret contract requirements, obligations, and risk exposure; prepare summaries of same.
+ Contribute to the development and improvement of contract templates, model contract library, and the efficiency of the legal contract management process.
+ Partner with the Associate General Counsel to educate/train business partners on key commercial, legal, corporate policy, contracting process technology, and other considerations.
+ Assist in the management of contract documentation flow, approvals, reporting, and archiving consistent with internal processes.
+ Support Associate General Counsel in preparing monthly and bi-annual reporting on practice group pipeline and impact.
+ Execute other tasks or responsibilities assigned by your supervisor to support the needs of the law department.
**Requirements**
+ 5+ years of real estate experience in a law firm and/or as an in-house attorney.
+ Experience working on multiple real estate or commercial transactions at a time, including leasing and/or purchase and sale transactions.
+ Juris Doctor from an accredited law school; member in good standing of at least one state bar.
+ Entrepreneurial mindset that enables you to successfully work independently with little guidance, but also to use good judgment and escalate issues when needed.
+ Demonstrated ability to guide multiple objectives and initiatives simultaneously.
+ Dedication to exceptional client service.
+ Ability to operate as a team player who can effectively work with legal staff and business clients cooperatively and efficiently.
+ Commitment to professional development and growth.
+ Exceptional written and verbal communication skills.
+ Sound and practical business judgment and good old-fashioned common sense.
+ An upbeat, can-do attitude, in keeping with the company's "Own It!" philosophy.
+ And you should love being a lawyer!
**Why Work for Flynn?**
Flynn Group offers a variety of benefits and perks to encourage and empower our employees. We are committed to helping each employee work and live to his or her fullest potential. We offer a variety of benefits and perks while working for us:
+ Medical / Dental Vision
+ Retirement and Savings Plan
+ Short and Long Term Disability
+ Basic Life Insurance
+ Voluntary Life Insurance
+ Tuition Reimbursement
+ Paid Time Off
+ Paid Parental Leave
+ Flexible Work Schedules
+ Company Outings
+ Dining Discounts
**Flynn Group is an Equal Opportunity Employer**
_For a copy of Flynn Group's Workplace Privacy Notice, please visit_
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Job Description
Are you an experienced estateplanning attorney who wants more of the right cases-without the grind of marketing, prospecting, or managing endless administrative tasks? This opportunity connects you with a steady flow of pre-qualified, intake-completed clients so you can focus on practicing law and delivering meaningful outcomes for families.
Why attorneys partner with us
Pre-qualified, intake-completed clients: You meet only with clients who are prepared and ready to move forward; we handle intake, information gathering, and appointment setting.
No marketing costs: Client acquisition and scheduling are fully covered-no ad spend, lead lists, or wasted time on unqualified prospects.
Full back-office support: Post-intake tasks such as document preparation, deed retrieval, scheduling, and client coordination are handled by our administrative team.
No-cost client database: Build a growing client base and referral network at no expense, including matters beyond our focused practice areas.
Flexible integration: Add part-time or full-time work around your current practice; you control your availability and caseload.
Your role
Provide estateplanning, business formation, asset protection, and Medicaid/special needs planning services.
Review pre-collected intake information and supporting documents to prepare for each consultation.
Conduct thorough client meetings and deliver personalized, practical legal advice and solutions.
Collaborate with a dedicated support team for a streamlined, turnkey experience.
Ideal candidate
J.D. from an accredited law school and active bar license in good standing in your state.
At least 3 years of experience in estateplanning or closely related practice areas.
Demonstrated experience in Medicaid asset protection and special needs planning.
Able to independently onboard and manage clients within a structured system.
Multi-state licensure or reciprocity strongly preferred.
What you gain
No-cost client acquisition and scheduling-stop chasing business and focus on legal work.
Comprehensive administrative and back-office support that reduces non-billable time.
Higher earning potential by spending more time on high-value legal services.
Freedom and flexibility to set your own hours and workload.
Access to a nationwide network of experienced estateplanning attorneys for referrals, collaboration, and professional growth.
Ready to focus on what you do best while building a stronger, more scalable practice? Apply today to join a national legal network designed to support your success.
$47k-102k yearly est. 8d ago
Trade Finance Counsel
Axiom Talent Platform
Remote job
About Axiom:
Axiom is transforming the legal services landscape by delivering innovative solutions ranging from individual secondees to fully integrated project teams that combine top-tier talent with cutting-edge technology. Join our innovative talent community and help drive impactful legal solutions to complex problems in various industries.
Job Description:
We are seeking a Commercial Banking Attorney with strong trade finance experience to join our expanding bench of legal professionals supporting top-tier clients in the financial services sector. This role is ideal for a motivated attorney with a background in commercial finance and expertise across a range of trade finance instruments, including receivables and payables finance, supply chain finance, inventory finance, purchase order finance, contract finance, and project finance. The successful candidate will bring practical legal insight to complex transactional matters and support clients with high-impact commercial banking and finance initiatives.
Responsibilities:
Draft, review, and negotiate commercial banking agreements and trade finance documents, including those related to receivables, payables, supply chain, and inventory finance.
Advise clients on the structuring and legal risks of trade and project finance transactions.
Support contract negotiations and documentation for purchase orders, contract finance, and commercial lending matters.
Collaborate with internal and external stakeholders to align legal strategy with business goals.
Provide regulatory and compliance counsel as needed for financial transactions.
Stay current on banking laws and trade finance regulations affecting client operations.
Minimum Qualifications:
JD or equivalent with active bar membership in good standing.
At least 3 years of legal experience in a commercial banking or financial services environment.
Demonstrated experience with trade finance instruments and commercial lending structures.
Excellent drafting, negotiation, and analytical skills.
Ability to work independently and communicate clearly in a remote or client-facing environment.
Preferred Skills:
Background in commercial banking law with experience in receivables/payables, supply chain, or project finance.
Familiarity with international trade finance practices and cross-border transactional issues.
Experience supporting large-scale finance or procurement departments.
Exposure to regulatory frameworks applicable to trade and commercial finance.
Compensation, Benefits & Location:
This role offers a range of competitive compensation starting at $140,000, and a highly competitive benefits package in the alternative legal services marketplace that includes health benefits, 401k, and more. Axiomites also get access to professional development tools and resources and learning and development programs. Axiomites predominately work remotely, with the exception that some clients require on-site presence.
Axiom is the global leader in high-caliber, on-demand legal talent. Covering North America, the UK, Europe, and APAC, we enable legal departments to drive efficiency and growth and meet the demands of today's business landscape with best in breed alterative legal services.
Axiom is a leader in diversity, inclusion, and social engagement.
Diversity
is core to our values and we are proud to be an equal opportunity employer. We are proud to be named a best place to work for LGBTQ+ Equality, earning top marks in the 2021 Corporate Equality Index for the second consecutive year. Axiom's legal department is Mansfield certified and is committed to considering at least 50% diverse candidates for leadership roles and outside counsel representation.
Learn more about working at Axiom.
Equal Opportunity Employer: Axiom ensures equal employment opportunity in recruitment and employment, without discrimination or harassment on the basis of race, color, nationality, national or ethnic origin, religious creed or belief, political opinion, sex, gender reassignment, pregnancy or maternity, age, disability, alienage or citizenship status, marital (or civil or other partnership recognized by law) status, genetic predisposition or carrier status, sexual orientation, military service, or any other characteristic protected by applicable law. Axiom prohibits and will not tolerate any such discrimination or harassment.
Accommodation for Individuals with Disabilities: Upon request and consistent with applicable laws, Axiom will provide reasonable accommodations for individuals with disabilities who require an accommodation to participate in each stage of the recruitment process. To request an accommodation to complete the application form, please contact us at ********************* and include "Applicant Accommodation" in the subject line.
Axiom respects your privacy. For an explanation of the kind of information we collect about you and how it is used, our full privacy notice is available at ****************************************
Employment with Axiom may be contingent upon successful completion of a background check, providing proof of identity, and possessing the necessary legal authorization to work.
By submitting an application, you acknowledge that all information contained therein, and provided at any part of the application process, is correct and accurate to the best of your knowledge.
#LI-LC3
$140k yearly Auto-Apply 60d+ ago
Financial Counselor
Bicycle Health
Remote job
The Opioid Epidemic is a public health crisis with a highly effective but underutilized clinical intervention - millions of Americans are physically dependent on Opioids but only 10% of those likely to have OUD actually access treatment. Bicycle Health addresses this gap by maximizing accessibility, affordability, and overall quality of care by enabling highly qualified clinicians to reach patients broadly and efficiently through our online platform.
The Financial Counselor is responsible for identifying and collecting outstanding patient balances and discussing financial opportunities. Financial Counselor I; seeks to clearly explain to patients on outstanding balances and discussing payment options, while adhering to company policy. This position also collaborates closely with internal stakeholders including the Revenue Cycle Management, Contracting & Credentialing teams, Data Analytics, Payer Strategy, Financial Coordinators and Clinical teams.
Location: Remote
Schedule: Full time Monday - Friday 9am - 5:30pm EST
Target Pay Range: starting at $26.00
Benefits:
3 Weeks PTO + 8.5 days of additional sick time + 8 paid holidays
Paid parental leave
100% Employer Paid Medical, Dental, and Vision Insurance
Employer Paid STD & LTD
401k
$50 monthly Remote Work Stipend
You can expect to:
Understands and stay informed of the latest billing guidelines for Medicare, Medicaid, MCOs, commercial insurance and self-pay, along with collections rules and guidelines.
Monitor unpaid balances and work with patients to help them understand amounts owed, insurance balances, payment plan options and collect payments accordingly,
Handles escalated or complex patient accounts issues and discharges resolution.
Identify trends and work with the Team leaders to address the root cause.
Complete daily, weekly and monthly reports and conduct analysis where needed.
Maintain highest confidentiality; adheres to all HIPAA guidelines and regulations.
Regular and predictable attendance is required.
All other duties as assigned.
Qualities we're looking for:
1-year of face-to-face or over-the-phone customer service in healthcare.
1-year of billing experience.
Knowledge of CPT and ICD-10 coding.
Knowledgeable of billing and coding regulatory guidelines.
Ability to communicate effectively with all stakeholders.
Consistent access to a private work environment with high-speed internet and professionally appropriate surroundings for frequent video conferencing and a workstation setup conducive to remote work needs.
This is a full-time (40hrs per week) remote position.
#LIRemote #zr
About Bicycle Health:
Bicycle Health is a telemedicine group that specializes in the evidence-based treatment of individuals with Opioid Use Disorder using buprenorphine. We've grown our clinical staff of medical providers caring for patients, across 32 states, and we employ a large ancillary staff for support with technologic and administrative needs, clinical and behavioral support, and care coordination. Our innovative model has achieved clinical outcomes that exceed expectations for standard-of-care in-person treatment nationally. Our mission is to increase access to high quality, affordable, convenient and confidential Opioid Use Disorder treatment for all.
Bicycle Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other basis forbidden under federal, state, or local law.
$26 hourly Auto-Apply 2d ago
Financial Counselor - Fundamentals Specialist
MSA 4.3
Remote job
About the role
Bi-lingual candidates preferred.
This is not a sales position; our counselors host pre-scheduled appointments with members. This is a remote role with very limited travel required.
We're searching for financial professionals who have a passion for helping people achieve their financial goals. An ideal counselor is able to share new perspectives around money management and drive home the value of a long term counseling relationship. Counselors are instrumental in inspiring behaviors and financial habits that lead to a brighter future.
We provide full-spectrum financial counseling and education, and we are specifically interested in CFPs, ChFC, or AFCs,
preferably with a background in working with military service members,
to counsel in the wide range of topics including: budget, debt, credit, etc.
This would be a perfect fit for those who have served as a Personal Financial Counselor (PFC) or an equivalent role.
We serve a wide range of corporations and organizations across both the public and private sectors. We are currently looking to expand our pool of financial counselors, with a particular need for individuals who have prior military experience or a strong background in supporting military service members and their families.
Our counselors love being part of our experienced and professional team. We hold each other accountable for high standards and continuous development. We are people of integrity who thrive on teamwork. We're quick to laugh and love having fun at work! We give grace for mistakes. We recognize core strengths and set each other up for success.
Think you might be ready to turn your focus to empowering people to transform their financial future?
This might be a good fit for you if
You can put anxious members at ease over the phone
You care about building vibrant and encouraging relationships with members
Your deep conviction in the benefits of financial counseling compels you to lead clients to invest in an ongoing relationship
You have a knack for making financial concepts easy to understand
You research complex issues to develop innovative strategies
You have masterful verbal and written communication skills
You enjoy fast pace, can multi-task, and take detailed notes
We will guide you through a comprehensive and engaging training program - so if you have these qualities, but haven't been a counselor, we'll equip you for success.
Flexible and available to work a varied schedule from Monday to Friday between 4:00 am and 7:00 pm PT, with availability to work one weekend a month.
To be successful with us you must have
5+ years experience in a relevant consumer finance arena
AFC, CFP, ChFC certifications (required)
Previous military experience or experience supporting military service members (preferred)
Motivational skills to inspire behavioral change around personal financial habits
Proven track record persuading clients to engage in value-added services and solutions
Superlative listening skills that lead you to empathy and understanding
Degree from an accredited institution or equivalent work experience
A high level of comfort with computers, software, and technology
An openness to a culture of continuous development
A passion for helping people in need
Due to the nature of the contract we are hiring for, U.S. Citizenship is required for this specific role
Ability to travel on occasion may be required.
We offer our team members
A 100% remote, work-from-home opportunity
Salary from $55,000 to $75,000 depending on experience.
Free access to our transformational MSA Financial Coaching
Medical, Dental, Vision, Life, & 401(k) benefits
Paid Vacation and Sick time
Thriving and supportive remote work culture
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Additional Acknowledgments and Agreements
In exchange for the consideration of my job application by My Secure Advantage, Inc. (hereinafter called “the Company”), I agree that:
Neither the acceptance of this application nor the subsequent entry into any type of employment relationship, either in the position applied for or any other position, and regardless of the contents of employee handbooks, personnel manuals, benefit plans, policy statements and the like as they may exist from time to time, or other Company practices, shall serve to create an actual or implied contract of employment, or to confer any right to remain an employee of My Secure Advantage Inc., or otherwise to change in any respect the employment-at-will relationship, and that the relationship cannot be altered except by a written instrument signed by the Owner/Managing Member of the Company. Both the applicant/hired employee and My Secure Advantage, Inc. may end the employment relationship at any time, without specified notice or reason. If employed, I understand that the Company may unilaterally change or revise their benefits, policies and procedures and such changes may include reduction in benefits.
I certify that I, the applicant, have personally completed this application. I authorize investigation of all statements contained in this application and on my resumé. I understand that the misrepresentation or omission of facts related to previous employment history, self-employment history, possible conflicts of interest, litigation, cease and desist orders, other legal actions by or against me, or any other potentially relevant information which might prove relevant to a hiring decision is cause for dismissal at any time without any previous notice. This applies both now, and in the case that I become employed by My Secure Advantage, Inc. I hereby give the Company permission to thoroughly investigate my references, work record, education, and other matters relating to my suitability for employment and, further, and hereby release the Company, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands, or liabilities arising out of or in any way related to such investigation or disclosure.
I understand that, in connection with the routine processing of my employment application, the Company will require me to submit to a drug test.
I understand that, in connection with the routine processing of my employment application, the Company will require me to pass a standard background check.
I further understand that my employment with the Company shall start with an introductory period of approximately ninety (90) days and further that at any time during the introductory period or thereafter, my employment relationship with the Company is terminable at will for any reason by either party.
My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug free work environment. We adhere to a policy of making employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.
$55k-75k yearly 60d+ ago
Financial Counselor
Pinnacle Fertility Inc.
Remote job
Job Description
About Us
Pinnacle Fertility is a leading fertility care platform dedicated to fulfilling dreams by building families. With a nationwide network of fertility clinics, we provide innovative technology, compassionate patient care, and comprehensive fertility treatment services, ensuring a seamless, high-touch experience for families on their path to parenthood. Learn more at **************************
About the Role
The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and ensuring a clear understanding of their financial obligations. This position is ideal for individuals who are customer service-minded, detail-oriented, and thrive in a fast-paced environment. As a Financial Counselor, you will work closely with patients and a multidisciplinary team to deliver compassionate care and a seamless financial experience.
We are seeking a Financial Counselor to join our dedicated team at Pinnacle Fertility - Washington. This is a full-time, remote position working Monday through Friday from 8:00 AM-5:00 PM Pacific Standard Time (PST).
Key Responsibilities
Maintain patient accounts by updating personal, financial, and insurance details.
Monitor and manage billing and coding processes, ensuring accurate claim submissions, and compliance with regulations
Obtain and enter referrals, authorizations, and predeterminations.
Verify benefits/eligibility and determine procedure deposits.
Review financial history, collect balances, and escalate unresolved issues.
Submit daily charge entries for processing.
Obtain waivers for patients without proper benefits or authorization
Review loan programs with patients lacking insurance benefits.
Serve as a liaison to resolve billing issues with the billing team.
Collaborate with the clinical team to communicate accurate financial obligations.
Assist with additional administrative tasks and projects as needed.
Position Requirements
Education & Experience:
High school diploma required.
1-3 years of experience in a patient-facing front desk, insurance verification, or customer service.
Minimum of 1 year of experience working in a fully remote capacity.
Skills:
Expertise in financial counseling, billing, coding, and insurance.
Proficient in claims, authorizations, and collections,
Strong multitasking, communication, and organizational skills.
Ability to discuss financial matters clearly and empathetically.
Flexibility:
Must be able to work regular hours aligned with Pacific Standard Time (PST).
Compensation & Benefits:
Hourly Rate: $19.00 - $28.00 per hour (Final offer based on experience, skills, and qualifications).
Benefits: Comprehensive healthcare, dental, vision, and life insurance. Additional perks include generous paid time off (PTO), paid holidays, and a retirement savings program. Detailed information on salary and benefits will be discussed during the interview process.
Diversity & Inclusivity at Pinnacle Fertility
At Pinnacle Fertility, we celebrate diversity and are committed to creating an inclusive environment for all team members. We are proud to be an equal-opportunity employer and encourage applicants from all backgrounds, abilities, and life experiences to apply.
$19-28 hourly 3d ago
Bilingual Patient Financial Counselor
Damien Center 3.6
Remote job
Bilingual Patient Financial Counselor
Patient Access Team
Damien Center Values
Dignity-Collaboration-Accountability-Access-Quality-Innovation
Founded in 1987, Damien Center is Indiana's oldest and largest AIDS service organization (ASO) and serves more than 8,000 individuals living with or at risk for HIV through a comprehensive, innovative approach to care and prevention. Our purpose is to be a trusted partner in providing services, education and advocacy for all people living with or at risk for HIV and any person seeking a safe and welcoming home for care. Our services include care coordination, clinical and pharmacy services, mental health, housing, and nutrition.
Position Summary:
The Bilingual Patient Financial Counselor is responsible for providing complete registration and financial advocacy for the patient upon entry to the health center. The Patient Financial Counselor obtains specific demographic and financial information to determine patient's financial needs and ensure timely delivery of care. The Patient Financial Counselor assists uninsured and underinsured patients by applying for federal, state, & local health insurance programs. The Patient Financial Counselor also assists patients with navigating the health center's programs and services, educating about health insurance, and answering patient billing questions
Duties and Responsibilities:
This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills.
Subject Matter Expert in Registration and Financial Counseling.
Complete registration functions, validate patient demographic data, identifies and verifies medical benefits, accurate plan code, and updates Coordination of Benefits to ensure maximized front-end revenue cycle operations.
Assists uninsured and underinsured patients by applying for Medicare, Medicaid, Marketplace, Ryan White HIV/AIDS Program (RWHAP), Sliding Fee Scale, and other federal, state, & local programs.
Follow up with the State on cases pending eligibility and/or contacting patient for additional information on pending accounts requiring more than originally provided.
Deliver education in regard to explaining affordability programs, qualified health plans, essential health benefits, and rights when using insurance.
Maintains an understanding and remains current with the health center's Sliding Fee Scale and Financial Hardship Program.
Calculate and provide “Good Faith Estimates” to patients for services provided by the health center.
Add and term coverage properly, ensuring that billing is initiated when appropriate.
Maintains departmental and/or individual work queues and reports as required.
Conducts Financial Counseling appointments on assigned days in clinic.
Answers calls received in the Financial Counseling call queue and assists patients with their needs.
Explains/answers patient billing inquiries and interprets statement data to resolve accounts.
Documents patient account notes for all interactions/transactions.
Maintains productivity and quality standards set forth by the department.
Performs special assignments and other work, on an as-needed basis.
Education and/or Experience:
Fluent in both English and Spanish required
Bachelor's degree preferred but not required.
1-4 years' experience in registration and financial counseling required.
Experienced in applying patients for Medicare, Medicaid, Marketplace, and/or Ryan White HIV/AIDS Programs (RWHAP) required.
Indiana Navigator license and Certified Application Counselor (CAC) required or obtained within 90 days of hiring.
*Work or lived experience may substitute for education requirements on a case-by-case basis.
Knowledge, Skills, and Abilities:
Possess superior organizational and administrative skills. Excellent interpersonal and communication abilities. Excellent computer skills in a Microsoft Windows environment. Ability to work independently and achieve high standards of productivity, achieving deadlines and with superior product results. Strong calendaring, organizational, and document management skills required. Proactive approach to solving problems and communicating to leadership. Knowledge of office management systems, procedures, and office equipment required. Excellent time management skills and ability to prioritize work.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions. The individual in this role must display the highest level of integrity and confidentiality. The individual should have effective communication skills, attention to detail and organization, and flexibility and adaptability. The individual will also maintain knowledge of trends in their area of responsibility.
Physical Demands:
The physical demands described here are general representations of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made for individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, reach with hands and arms, talk, and hear. The employee frequently is required to use hands to touch and handle objects. The employee frequently stands or walks.
The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made for individuals with disabilities to perform the essential functions. Remote work is on a case-by-case basis and must be approved by the supervisor.
Office setting, with sustained use of a computer.
The noise level in the work environment is minimal to moderate.
Individuals should maintain personal and professional competency and work to create an environment of courtesy, respect, inclusion, and positivity in all interactions both internal and external to the organization.
FLSA Status: Hourly Full-time, Non-Exempt
Leader: Financial Counseling Manager
Salary: $22.82 hourly
Benefits:
150 hours of PTO in the first year followed by 195 hours per year moving forward.
12 paid holidays
Medical coverage options include a PPO plan or a HDHP.
Dental & Vision plans
Health Saving Account or Flexible Spending Account
Dependent Care Flexible Spending Account
Employee Assistance Program
403b Retirement Account with 5% matching and 100% vesting after 90 days
Life Insurance @ 2 times the annual salary
Voluntary Life Insurance Plan including spouse and child coverage options
Short- & Long-Term Disability Plans
Premium Subscription to the CALM APP which assists with anxiety, stress & other mental health challenges
Professional Development Opportunities
Tuition Assistance
Annual performance review that includes an annual performance-based salary increase
Protecting our team members, clients, volunteers, and community partners is an integral part of how we ensure our continued work with the clients we serve. As a condition of employment, Damien Center requires team members to be vaccinated against influenza and receive a tuberculosis skin test (or chest x-ray) annually, barring an approved religious or medical exemption.
Damien Center is an Equal Opportunity Employer
Damien Center provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, family status, ethnicity, national origin, age, disability, marital status, amnesty, status as a covered veteran, other legally protected status, or genetic (including family medical history) information.
Damien Center complies with applicable federal laws and with all state and local laws governing non-discrimination in employment in every location in which Damien Center has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Please apply at ********************************
This position description does not constitute a contract of employment or guarantee of any terms or conditions of employment. Damien Center employees are employed on an at-will basis. Nothing in this position description restricts Damien Center's right to assign or reassign duties and responsibilities to this position at any time.
Powered by ExactHire:189728
$22.8 hourly 10d ago
Patient Financial Counselor
University of Michigan (The Regents @ Ann Arbor 4.6
Remote job
How to Apply A cover letter is required for consideration for this position and should be attached as the first page of your resume. The cover letter should address your specific interest in the position and outline skills and experience that directly relate to this position.
Job Summary
Under general supervision, assist patients, families and internal customers of Michigan Medicine with a broad range of financial activities. Includes assisting patients and families with Hospital and Professional billing and insurance concerns, pre-screening eligibility for MSupport, cash collections, establishing payment agreements, providing Hospital and Professional charge estimates, and collaborating with various billing departments, specialty clinics, hospitals, and health centers on all related billing concerns.
Works independently and efficiently to assist families. Independently prioritizes work to achieve the best financial experience for patients and families. This position provides extraordinary seamless financial services to internal and external customers. This position works remotely in a high volume call center environment.
Mission Statement
Michigan Medicine improves the health of patients, populations and communities through excellence in education, patient care, community service, research and technology development, and through leadership activities in Michigan, nationally and internationally. Our mission is guided by our Strategic Principles and has three critical components; patient care, education and research that together enhance our contribution to society.
Responsibilities*
* Provide exceptional customer service to all patients/callers by offering assistance and ensuring customer satisfaction
* Depending on assignment, answers patient calls for at least 80% of workday, effectively responds to patient inquiries via telephone encounter or through the patient portal, returns patient calls left on department voicemail, responds to patient correspondence received via mail, or works on accounts with early out vendor
* Sees walk-in and scheduled patients and their families,
* Answers inbound customer phone calls for patients requiring financial assistance and direction/education
* Works closely with inpatient staff (i.e. providers, social workers, admin managers) to resolve complex accounts and accounts sensitive in nature requiring high level of business acumen, empathy and personal integrity
* Help eligible patients and families apply for Healthy Michigan Plan, Children Special Health Care Service, Medicaid and Washtenaw Health Plan
* As a Certified Application Counselor through the Affordable Care Act, assist with private Health Insurance Marketplace applications and plan selection
* Provide charge and out-of-pocket estimates for medical procedures and episodes of care
* Ability to educate and explain to customers financial related items such as referrals, authorizations, waivers and Advanced Beneficiary Notices (ABNs)
* May serve as a liaison in the community, providing education and offering financial assistance
* Serve as the point person who links various areas of a complex health system into seamless service, coordinating communication between internal and external customers
* Investigate patient financial problems to discover root causes and possible solutions via various hospital and payer systems
* Read and interpret insurance plan benefits; explain benefits to patients, families and internal customers and interpret Michigan Medicine insurance plan participation status and explain how contract status impacts patient?s/family?s out-of-pocket costs
* Investigate and resolve issues with third party payers including Medicare, Medicaid, Blue Cross/Blue Shield, commercial plans, motor vehicle coverage, worker?s compensation and COBRA
* Identify performance improvement opportunities across revenue cycle including registration, clinic operations, information technology, charge entry, coding, documentation, billing, etc.
* Create payment plans (within established guidelines) at the conclusion of each patient contact as appropriate
* Committed to team efforts, quality improvement and lean thinking initiatives
* Respond quickly and act professionally/appropriately in stressful situations including de-escalation
* Able to handle challenging patients and customers effectively and professionally
* Demonstrates personal integrity, enthusiasm and empathy to internal and external customers
* Takes initiative in independently and effectively resolving a variety of complex billing issues and problems
* Demonstrate and communicate patient financial advocacy
Required Qualifications*
* Bachelor's degree in business, finance, healthcare or an equivalent combination of education and experience
* Minimum of 3 years billing and/or claims experience in Revenue Cycle or healthcare setting with progressive levels of responsibility
* Demonstrated teamwork, interpersonal, communication and customer service skills
* Knowledge of medical terminology, ICD-9, CPT-4, and CDM codes
* Knowledge of C-Snap, Web Denis, CHAMPS and other payor sites
* Familiarity with Lean method of process improvement
* Extensive knowledge with clinical business operation systems
* Knowledge of 3rd party payer rules and (Medicare, Medicaid, BCBSM, commercial, MVA, worker's compensation)
* Excellent record of attendance and punctuality
* Demonstrate the highest standards in written communication, utilizing available and emerging technology and systems to maximize efficiency
* Demonstrates cultural humility in communications with others
Desired Qualifications*
* Collections/Payment experience
* Experience providing customer service in a call center environment
* Knowledge of MiChart (Epic)
* Knowledge of University policies and procedures, especially the UMHS Standard Practice Guide
* Able to understand and resolve complex patient billing issues
* In-depth knowledge of billing systems
* Knowledge of medical terminology and coding including CPT, ICD-9/10
Work Locations
This is a remote position where you will work from home virtually. High speed internet is a requirement for this position and its cost is the responsibility of the staff member. There may be occasions where the staff member will need to report to the business office location, including meetings, computer or technology requirements, or to complete work that is not possible to handle remotely. The business location will have space available to reserve for onsite work when required. The business office is located in the Eastern Time Zone and work hours must accommodate interactions, including video conferencing, with colleagues during these hours. Computing resources including required software applications, VPN, desktop or laptop computer, monitor, keyboard and mouse, will be provided by the employer. Remote staff are not provided with a mobile phone but are provided with computer telephone and fax technology. Office equipment such as desk, chair, and printer are not provided. Basic supplies such as paper and pens are stocked at the business location and are available to remote staff for pick-up should they choose. Unless otherwise agreed to in advance with your manager, additional hardware, software, printing, and cost of office supplies preferred by the staff member, are the responsibility of the employee.
Technology Skills required include the ability to set-up computer and monitors and connect accessory items such as mouse, keyboard, and web cams. Remote computing support is available 24/7 via phone, chat, or ticketing system to all staff members. Staff will be expected to effectively communicate and resolve most computing issues directly with computing support resources.
Modes of Work
Positions that are eligible for hybrid or mobile/remote work mode are at the discretion of the hiring department. Work agreements are reviewed annually at a minimum and are subject to change at any time, and for any reason, throughout the course of employment. Learn more about the work modes
$34k-41k yearly est. 16d ago
Financial Counselor
Tennessee Orthopaedic Alliance 4.1
Remote job
Full-time Description
*** WORK AT HOME***
Tennessee Orthopaedic Alliance is the largest orthopaedic surgery group in Tennessee. TOA concentrates on the diagnosis and treatment of disorders and injuries of the musculoskeletal system which allow our patients to live their best life. Ninety plus years later we are advancing the practice of orthopaedic surgery throughout the state.
There are a number of reasons why TOA is an employer of choice; here are a few of them:
Stability - TOA has been in Middle Tennessee since 1926 and has expanded to over 20+ locations across the state!
Impact - TOA's team members use our careers - whether in our clinics or our business office - to make a positive difference in the community by building relationships and helping patients live their best life.
Work Environment - The TOA team focuses on fostering an excellent working environment; one of positivity, collaboration, job satisfaction, and engagement.
Total Rewards - TOA offers a comprehensive suite of benefits, including Medical, Dental, Paid Time Off, and more. Our 401(k) plan provides a company match, safe harbor match and profit-sharing match to go along with your contributions.
The Financial Counselor is an important link in the TOA revenue cycle effort. While most of our collections are through insurance companies, this role focuses on individuals who are in a "self-pay" mode. The result is a TOA employee who understands the importance of interpersonal communication and customer service in direct conversations with TOA patients and their designated representatives.
Work the daily appointments - Open balances and print statements for front desk to collect at check-in
Meet face to face with patients regarding balances on their account
Explain patient benefits (Deductibles, Co-pays, & Co-insurance amounts)
Set up payment plans
Submit adjustment requests
Request patient refunds
Assist front desk with check-out
Pre-service collections ( Surgery deposit, ESI, & High Dollar Drugs)
Schedule patients for appointments or follow-ups
Work the self-pay report(aging report & work log)
Follow-up on insurance denials
Collect patient payments
Any additional task assigned by Site Manager or Front Desk Supervisor
Requirements
Demonstrated success in a revenue cylce or healthcare business office environment, specifically with self-pay or insurance collections.
Exceptional focus on Customer Service.
Strong, positive, telephone communication skills
Ability to read and understand payer remittance advices
Ability to differentiate between allowed charges, contractual adjustments, line item denials / reasons, patient responsibility (co-pay, co-insurance, and deductibles), bundled payments, etc.
Must be able to meet average expectations for productivity and quality standards
Must possess detail orientation, and the ability to recognize patient address changes, typing errors, medical coding mistakes, or other revenue cycle errors.
Ability to organize and prioritize day-to-day tasks to keep work assignments current.
Strong mathematical skills to accurately apply discounts and to ensure correct patient balances
Proficient in MS-Excel for analyzing data using basic formulas, pivot tables, and charts.
TOA is an equal opportunity employer. TOA conducts drug screens and background checks on applicants who accept employment offers
$27k-35k yearly est. 6d ago
Academic and Finance Counselor I - Higher Education - Remote US
Msccn
Remote job
ATTENTION MILITARY AFFILIATED JOB SEEKERS
- Our organization works with partner companies to source qualified talent for their open roles. The following position is available to
Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers
. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
This role is open to CONUS, AK and HI, but SC is specifically an excluded location.
Hourly: $21.63 - $24.04
Are you someone who loves building connections, finding solutions, and making a real impact in students' success? If so, Apply Today!
Our Academic and Finance Counselor role is a full-time work-from-home opportunity.
As an Academic and Finance Counselor (AFC) at National University, you'll be both a guide and a problem solver, helping students balance their academic goals and financial plans with confidence. You'll provide personalized advising, interpret policies, and connect students to the right resources to help them thrive. Each day brings meaningful conversations, whether through phone, video, email, or chat, as you support students in navigating their courses, understanding financial aid, and celebrating milestones along the way.
Essential Functions:
Serve as a trusted guide for students explaining University policies, Financial Aid guidelines, and Title IV regulations in a clear, supportive way.
Provide personalized, student-centered support to help each learner stay on track toward their goals.
Manage your student caseload with care, using sound judgment and proactive communication.
Manage student Accounts Receivable, including document collection, student payments, and financial aid.
Monitor and facilitate voucher collection and submission for processing by the student finance team.
Facilitate appropriate referrals to other departments and campus resources.
Navigate multiple systems and reports to stay informed and ensure seamless student support.
Communicate with students across channels, phone, email, video, and chat, offering timely, professional, and friendly service.
Handle escalated student concerns effectively, turning challenges into solutions.
Execute outreach and communication strategies that strengthen engagement and student success.
Monitor academic progress, identify at-risk populations, and provide resolutions to assist students in successful program completion.
Use coaching techniques to build strong relationships and motivate students toward graduation.
Offer creative ideas and resources that boost student satisfaction, persistence, and achievement.
Collaborate across departments to deliver a connected, positive student experience.
Share University updates, assist with departmental initiatives, and contribute to special projects.
Maintain consistent and reliable attendance to fulfill the requirements of this position.
Education & Experience:
Bachelor's degree preferred.
Minimum of three (3) years of related experience in recruiting, advising, student services, retention, academic counseling, marketing, educational services, or customer service required.
Experience in a fast-paced, student or customer-focused environment preferred.
Background in academic advising and course enrollment within a college or university setting preferred.
Experience supporting online students preferred.
Experience with Financial Aid or Title IX regulations preferred.
Experience interpreting and ensuring compliance with federal regulations and guidelines preferred.
Experience in higher education and technology-driven environments preferred.
All skills, abilities, and education will be considered in determining minimum qualifications.
Competencies/Technical/Functional Skills:
Solid understanding of academic and business practices in an online learning environment.
Familiarity with University policies and procedures.
Strong customer service mindset with a genuine desire to help students succeed.
Team-oriented and collaborative, with the ability to build positive working relationships across departments.
Excellent communication and active listening skills-able to adapt tone and style for different audiences, even in challenging situations.
Skilled at de-escalating and resolving student concerns with professionalism and care.
Self-motivated and capable of working independently with minimal supervision.
Creative and logical problem solver who can think on their feet.
Comfortable learning and using technology, including word processing tools, databases, internet navigation, SMS, live chat, and email systems.
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint).
Strong work ethic with flexibility, dependability, and a team-player attitude.
Knows when to seek guidance or escalate issues appropriately.
Strong communication and public speaking abilities.
Open to feedback, coaching, and adapting to change.
Able to prioritize tasks effectively in a fast-paced, dynamic environment.
Develops personal goals aligned with the university's mission, vision, and objectives.
Must be eligible to receive access to the National Student Loan Data System (NSLDS).
$21.6-24 hourly 2d ago
Fertility Financial Counselor
Reproductive Medicine Associat
Remote job
Reproductive Medicine Associates of Michigan (RMA of Michigan) is seeking a dedicated and empathetic Fertility Financial Counselor to join our team. In this pivotal role, you will guide patients through the financial aspects of their fertility journey, ensuring they feel supported and informed every step of the way.
Since 2006, RMA of Michigan has been a trusted leader in fertility care, helping bring over 5,000 babies into the world. Our commitment to personalized treatment plans, advanced reproductive technologies, and compassionate care has made us a beacon of hope for families across Michigan and beyond.
This is a remote position; however, candidates must reside in or near the Detroit Metro Area to allow for occasional in-person meetings or training.
Key Responsibilities
Patient Guidance: Provide clear and compassionate explanations of insurance coverage, treatment costs, and financial options to patients.
Financial Management: Prepare and review treatment quotes and IVF cost packages with accuracy and transparency.
Insurance Verification: Verify insurance eligibility, copays, deductibles, and coverage details.
Payment Collection: Collect payments for fertility services and manage patient financial accounts.
Team Collaboration: Work closely with billing, coding, and clinical teams to ensure seamless coordination and accurate information.
Qualifications
2-4 years of experience in a medical business office or similar setting.
2-4 years of direct customer service experience, ideally in a healthcare environment.
Strong knowledge of healthcare billing, insurance benefits, and payer remittance advice.
Exceptional communication skills and a commitment to delivering excellent patient service.
Experience in fertility, OB/GYN, dermatology, or plastic surgery is a plus.
Why Join RMA of Michigan?
Competitive Compensation: We offer a competitive salary and benefits package.
Work-Life Balance: Enjoy generous paid time off to support your personal and professional life.
Retirement Planning: Benefit from a 401(k) plan with employer match.
Impactful Work: Be part of a team that makes a real difference in people's lives by helping them achieve their dreams of parenthood.
If you're passionate about helping individuals navigate the financial aspects of fertility care and want to be part of a collaborative, patient-centered team, we invite you to apply.
For more information about our clinic and services, please visit our website: *************
$32k-40k yearly est. 60d+ ago
Academic and Finance Counselor I (Mar Start)
Nu Technology 4.0
Remote job
Compensation Range:
Hourly: $21.63 - $24.04
Are you someone who loves building connections, finding solutions, and making a real impact in students' success? If so, Apply Today!
Our Academic and Finance Counselor role is a full-time work-from-home opportunity.
As an Academic and Finance Counselor (AFC) at National University, you'll be both a guide and a problem solver, helping students balance their academic goals and financial plans with confidence. You'll provide personalized advising, interpret policies, and connect students to the right resources to help them thrive. Each day brings meaningful conversations, whether through phone, video, email, or chat, as you support students in navigating their courses, understanding financial aid, and celebrating milestones along the way.
Essential Functions:
Serve as a trusted guide for students explaining University policies, Financial Aid guidelines, and Title IV regulations in a clear, supportive way.
Provide personalized, student-centered support to help each learner stay on track toward their goals.
Manage your student caseload with care, using sound judgment and proactive communication.
Manage student Accounts Receivable, including document collection, student payments, and financial aid.
Monitor and facilitate voucher collection and submission for processing by the student finance team.
Facilitate appropriate referrals to other departments and campus resources.
Navigate multiple systems and reports to stay informed and ensure seamless student support.
Communicate with students across channels, phone, email, video, and chat, offering timely, professional, and friendly service.
Handle escalated student concerns effectively, turning challenges into solutions.
Execute outreach and communication strategies that strengthen engagement and student success.
Monitor academic progress, identify at-risk populations, and provide resolutions to assist students in successful program completion.
Use coaching techniques to build strong relationships and motivate students toward graduation.
Offer creative ideas and resources that boost student satisfaction, persistence, and achievement.
Collaborate across departments to deliver a connected, positive student experience.
Share University updates, assist with departmental initiatives, and contribute to special projects.
Maintain consistent and reliable attendance to fulfill the requirements of this position.
Perform other duties as assigned.
Requirements:
Education & Experience:
Bachelor's degree preferred.
Minimum of three (3) years of related experience in recruiting, advising, student services, retention, academic counseling, marketing, educational services, or customer service required.
Experience in a fast-paced, student or customer-focused environment preferred.
Background in academic advising and course enrollment within a college or university setting preferred.
Experience supporting online students preferred.
Experience with Financial Aid or Title IX regulations preferred.
Experience interpreting and ensuring compliance with federal regulations and guidelines preferred.
Experience in higher education and technology-driven environments preferred.
All skills, abilities, and education will be considered in determining minimum qualifications.
Competencies/Technical/Functional Skills:
Solid understanding of academic and business practices in an online learning environment.
Familiarity with University policies and procedures.
Strong customer service mindset with a genuine desire to help students succeed.
Team-oriented and collaborative, with the ability to build positive working relationships across departments.
Excellent communication and active listening skills-able to adapt tone and style for different audiences, even in challenging situations.
Skilled at de-escalating and resolving student concerns with professionalism and care.
Self-motivated and capable of working independently with minimal supervision.
Creative and logical problem solver who can think on their feet.
Comfortable learning and using technology, including word processing tools, databases, internet navigation, SMS, live chat, and email systems.
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint).
Strong work ethic with flexibility, dependability, and a team-player attitude.
Knows when to seek guidance or escalate issues appropriately.
Strong communication and public speaking abilities.
Open to feedback, coaching, and adapting to change.
Able to prioritize tasks effectively in a fast-paced, dynamic environment.
Develops personal goals aligned with the university's mission, vision, and objectives.
Must be eligible to receive access to the National Student Loan Data System (NSLDS).
What We Offer
In addition to competitive compensation and a comprehensive benefits package - including medical, dental, vision, 403b with match, paid holidays, and PTO - National University supports the professional growth of our team members through free education benefits and other growth opportunities.
Location: Remote, USA
#LI-Remote
Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here.
National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals.
National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.
$21.6-24 hourly Auto-Apply 4d ago
Outpatient Financial Counselor Quincy - 24 Hours M-W 8:30AM-5P U
Boston Medical Center 4.5
Remote job
Under the general direction of PFC Manager, the Quincy Outpatient Financial Counselor (OPFC) has a dual role to help vulnerable BMC patients to access healthcare coverage and to preserve and protect BMC revenue by securing payors to reduce uncompensated care. The Quincy OPFC serves as an advocate and navigator, assisting low-income, uninsured and underinsured patients apply for financial assistance programs and secure healthcare coverage. As a Certified Application Counselor, the Quincy OPFC will respond to call center inquires and manage self-pay patient work ques to identify and contact patients in need of financial counseling services. The Quincy OPFC will engage patients, by phone and/or in writing, to screen for eligibility and provide enrollment assistance to secure insurance coverage through MassHealth, Out of State Medicaid, HSN, or BMC's Charity Care Program. The Quincy OPFC is responsible for initiating new applications and assisting with program renewals; for educating patients about health insurance options and eligibility requirements; and for updating patient demographic information, opening financial trackers, and documenting all efforts made to assist patients in applying for insurance coverage. The Quincy OPFC will embody BMC's mission, vision, and values and follow policy and procedure regarding BMC's billing and collection practices and the Certified Application Counselor Designation Agreement between BMC and MassHealth.
Position: Outpatient Financial Counselor Quincy
Department: Financial Counseling
Schedule: Part Time, 24 Hours M-W 8:30AM-5P U
ESSENTIAL RESPONSIBILITIES / DUTIES:
Demonstrates respectful personal conduct and utilizes AIDET when engaging patients and visitors.
Completes MassHealth's curriculum for Certified Application Counselor and renews certification annually.
Provides information about the full range of medical and dental insurance programs available through the Health Insurance Exchange (HIX).
Interviews patients, in a language and manner best understood, to determine eligibility and communicate enrollment options and plan benefits for which patients qualify. Answers questions about Qualified Health Plans (QHP) and Qualified Dental Plans (QDP). Explains subsidized Qualified Health Plans available through premium tax credits or informs patients of expected out-of-pocket expenses, co-pays, and deductibles when applicable.
Utilizes protected software programs to determine patient eligibility for MassHealth, Health Safety Net, ConnectorCare, and other insurance carriers and assists with enrollment process.
Initiates communication with patients, by phone, mail, or email, , to initiate new applications or plan renewals for health insurance coverage. Informs patients of important deadlines, effective dates for coverage, and required documentation to determine eligibility.
Scans MassHealth applications and supporting verification documents into HIX and patients' Epic record.
Documents in Epic the status of all applications initiated by adding a financial tracker and recording actions taken and follow-up efforts required to complete and submit for processing.
As requested, assists patients with enrolling in an ACO or changing selection of ACO, to ensure continued access to covered services.
Provides voter registration information and registration assistance as needed; completes appropriate patient declination form for applicants as requested.
Validates and updates active insurance coverage in the hospital registration and billing system on accounts with covered dates of service.
Assists patients with billing questions or concerns. For patients deemed ineligible for financial assistance programs, provides information regarding self-pay discount and payment plan options.
Collects and posts payments for balances related to self-pay, Ad-Hoc, and Flat Fee contracts in accordance with BMC policy and procedure for collection practices.
Interacts with numerous departments to resolve insurance and billing questions e.g., Customer Service, Pharmacy, Social Service, Case Management, Patient Accounts ,Clinic Staff, Unit Nursing staff, professional billing etc.
Provides pricing estimates for elective services, as requested, if patient is uninsured or if services are uncovered by payor.
Understands and adheres to rules established by the BMC Credit and Collection Policy.
Assists patients with confidential applications for protected services, adding account notes to notify others of the patient's protected status.
Assists patients with medical hardship and confidential applications, obtaining and submitting verification documents and applicable medical bills required to apply and make a determination of eligibility.
Responds to telephone calls in a courteous manner. Responds promptly to all inquiries from staff, patients, and general public. As needed, refers callers to other departments or resources deemed appropriate for resolution.
Presents and interacts respectfully and professionally with BMC patients, visitors, and other team members; works cooperatively and respectfully with other departments and disciplines across the organization.
Maintains daily written reports of work activity to document patient enrollments and outcomes; patient complaints and resolutions; patient declinations, etc.
Demonstrates superior customer service standards.
Participates in regular staff meetings and scheduled trainings to maintain required core competencies.
Serves as a resource and subject matter expert regarding financial assistance programs. Provides education and advisement on health insurance options and enrollment requirements for other hospital departments, community health centers, community leaders and other personnel as needed.
Under the direction of PFC Manager, assists with the orientation, including shadowing of new staff as assigned.
Validates and/or updates demographic and income information in HIX portal for “known” patients with prior history of program eligibility.
Validates patients' active insurance coverage and updates current plans in Epic.
Collects and posts payments on accounts with outstanding balances. Maintains and closes Epic Cash Drawer and documents transactions in patients' financial trackers.
Schedules tasks for Financial Counseling Enrollment Coordinators, (FCECs) to conduct patient follow-up on pending applications to ensure that required documents are obtained and applications are completed and submitted timely to secure retroactive coverage.
Protects patient and family confidentiality.
Performs other duties and tasks as assigned.
JOB REQUIREMENTS
EDUCATION:
High School diploma with 3-5 years of strong customer service experience in healthcare or human services setting required; Bachelor's degree strongly preferred. Bilingual persons and persons with hospital and/or healthcare experience strongly preferred.
CERTIFICATES, LICENSES, REGISTRATIONS REQUIRED:
Must complete MassHealth's curriculum for Certified Application Counselor, (CAC) and maintain certification renewal annually. Individual must complete training and obtain CAC certification within 45 days of hire date.
EXPERIENCE:
Work experience to include 2-3 years of strong customer service experience, preferably in a healthcare or human services setting; Bachelor's degree strongly preferred. Bilingual persons and persons with hospital and/or healthcare experience strongly preferred.
KNOWLEDGE AND SKILLS:
Demonstrates professionalism, maturity, and confidence needed to work effectively in a diverse, multi-cultural, and decentralized environment.
Displays strong, consistent communication skills, (oral and written), interpersonal skill, and record keeping skills.
Demonstrates knowledge and understanding of eligibility criteria and application process for programs offered through MassHealth, Health Safety Net, ConnectorCare, and BMC's Charity Care Program.
Displays strong organizational skills with ability to manage multiple tasks simultaneously; prioritize work assignments appropriately; and complete follow up task timely.
Demonstrates strong work ethic and ability to meet performance goals for productivity and outcomes with minimal direct supervision.
Demonstrates critical thinking and sound judgment in addressing and resolving barriers, issues, or concerns identified.
Requires strong technical computer skills and proficiency in utilizing Epic and external database systems to research cases and successfully assist patients in securing active coverage.
Displays exceptional customer skills and the ability to engage patients, family members, and team members respectfully, with empathy and cultural sensitivity.
Equal Opportunity Employer/Disabled/Veterans
According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website and applications are received only through our website. We do not ask or require downloads of any applications, or “apps” job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.
$45k-53k yearly est. Auto-Apply 60d+ ago
Counsel - Corporate Finance
Lambda Labs
Remote job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
Note: This position requires presence in our San Francisco office location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do
As Counsel, Corporate Finance at Lambda, you will perform a broad range of corporate finance and debt-related legal work. You'll be a legal partner to Corporate Development, FP&A and Treasury for designing, negotiating and administering Lambda's corporate finance strategy and debt stack across our business, which in turn allows Lambda to rapidly expand its AI data center footprint and GPU server fleet to meet growing demand. You'll also collaborate with our Data Center and Commercial teams where data center and/or customer arrangements intersect with financing. You will report to Lambda's Associate General Counsel, Strategic Finance and Partnerships.
* Finance Strategy & Transactions:
* Manage legal workstreams for credit facilities and other complex financing structures, including secured and unsecured term loans and revolvers, equipment financing/leases, asset-backed loans, and project/data center financings.
* Draft, review, and negotiate documents (e.g., term sheets, credit agreements, guarantees, security agreements, intercreditor/subordination agreements, commitment letters, fee letters, and amendments/waivers).
* Coordinate with internal stakeholders (Treasury, FP&A, Corporate Development, Accounting, Tax, Executive team and others) and manage outside counsel to drive efficiently to signing and close.
* Debt Administration & Compliance:
* In collaboration with crossfunctional partners, build and own a lender deliverables and compliance calendar; prepare and/or review periodic compliance certificates, officer's certificates and required information packages.
* Oversee lien-perfection and collateral matters (UCC filings and searches, IP security agreements, deposit account control agreements, securities account control agreements, landlord waivers, collateral coverage schedules).
* Support intercompany guarantees and collateral arrangements, including cross‑border considerations.
* Process Improvement: Monitor legal and market developments affecting leveraged finance, secured transactions, and project/equipment finance; create playbooks, templates, trackers, and closing checklists; implement legal-tech and automation to streamline financing processes, covenant monitoring, and data room hygiene.
* As‑Needed Legal Support: Collaborate on related corporate, finance, data center infrastructure or tax matters that intersect with debt financing; pitch in on special projects as priorities evolve.
You
* JD from an accredited law school and admission to practice in at least one U.S. jurisdiction (California bar preferred or in-house registration).
* 3-5 years of combined law firm and/or in‑house experience with demonstrated strength in supporting complex debt transactions, leveraged finance and secured transactions.
* Experience coordinating multi‑stakeholder closings and running diligence processes.
* Exceptional drafting and negotiation skills, with an ability to balance legal risk against business and commercial objectives.
* Strong interpersonal and communication skills; adept at collaborating with stakeholders at all levels.
* Proactive mindset, meticulous attention to detail, and ability to manage competing priorities in a fast-paced environment.
Nice to Have
* Asset‑based lending and equipment financing exposure, ideally in AI infrastructure, digital or cloud infrastructure, or capital‑intensive tech.
* Project finance and data center experience (including leases, colocation, and collateral coordination).
* Cross‑border guarantees, collateral, and intercompany financing familiarity.
* Experience aligning commercial terms with financing covenants.
* Experience at a late-stage private or pre-IPO company.
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
* Founded in 2012, with 500+ employees, and growing fast
* Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
* We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
* Our values are publicly available: *************************
* We offer generous cash & equity compensation
* Health, dental, and vision coverage for you and your dependents
* Wellness and commuter stipends for select roles
* 401k Plan with 2% company match (USA employees)
* Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
$36k-45k yearly est. 48d ago
Counselor-Financial MS Region
Baptist Anderson and Meridian
Remote job
The Financial Counselor ensures that chemotherapy (specialty group) and other infusions/radiation therapy/radiology/ surgical services meet medical necessity and appropriateness per insurance medical policies/ FDA/NCCN guidelines. Initiates and coordinates pre-certifications/prior-authorizations per payer guidelines prior to services being rendered. The Financial Counselor counsels patients regarding their financial responsibility for treatment, educates and initiates enrollment in third party assistance programs that reduce patients' out-of-pocket expenses. Initiates enrollment in the Baptist Financial Assistance Program for self-pay patients and serves as a liaison between the patient and the Patient Assistance Team. Collects deductibles, co-insurance and prior balances and initiates payment plans. Performs other duties as assigned.
Responsibilities
Obtain and review treatment/therapy plan orders for medical necessity and appropriateness according to insurance medical policy/FDA/NCCN guidelines and requirements.
Research insurance company medical policies, medical literature, and compendiums to determine eligibility for services. Utilize multiple healthcare websites
Review patient medical records and identify necessary information for pre-certification for confirmation of medical necessity
Responsible for tracking, obtaining, and extending authorizations from various carriers in a timely manner
Meet with new patients to provide patient-specific education on their insurance benefits and estimated out-of-pocket expenses for their prescribed therapy prior to treatment initiation
Works with patients and caregivers to collect deductibles and co-pays and set up payment plans.
Obtains necessary consent forms and financial documents from patients and providers to initiate applications for copay assistance and PAP drug programs
Assists self-pay patients with initiating applications for the Baptist Financial Assistance Program.
Works closely with physicians and clinic staff to promote positive patient outcomes and timely treatment
Understands and complies with regulatory requirements by specific insurance companies and facilitates compliance by maintaining awareness of guidelines and ensuring compliance through communication and documentation to appropriate staff.
Performs other duties as assigned.
Requirements, Preferences and Experience
Education
Preferred: Associates degree or 2 years of college level courses.
Minimum: Skill in communicating clearly and effectively using standard English in written, oral, and verbal format to achieve high productivity and efficiency. Skill to write legibly and record information accurately as necessary to perform job duties.
Experience
Preferred: 5 years of business experience in a healthcare environment. Front-end collections experience desired.
Minimum: 3 years of business related office experience with 1 of those years being healthcare related experience.
Licensure, Registration, Certification
Preferred: CHAA
Special Skills
Preferred: Knowledge of oncology pre-certification requirements and guidelines.
Minimum: Ability to read and understand medical policies, compendiums, LCDs, and FDA guidelines. Must be able to multi-task and be flexible. Basic computer skills, ability to perform basic math computation, type 25 words per minute, and problem solving skills. Dealing with confrontational issues and high stress situations with patients, family, and physicians.
$36k-45k yearly est. Auto-Apply 16h ago
Financial Counselor
Ensemble Health Partners 4.0
Remote job
Thank you for considering a career at Ensemble Health Partners!
Ensemble Health Partners is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the country.
Ensemble keeps communities healthy by keeping hospitals healthy. We recognize that healthcare requires a human touch, and we believe that every touch should be meaningful. This is why our people are the most important part of who we are. By empowering them to challenge the status quo, we know they will be the difference!
O.N.E Purpose:
Customer Obsession: Consistently provide exceptional experiences for our clients, patients, and colleagues by understanding their needs and exceeding their expectations.
Embracing New Ideas: Continuously innovate by embracing emerging technology and fostering a culture of creativity and experimentation.
Striving for Excellence: Execute at a high level by demonstrating our “Best in KLAS” Ensemble Difference Principles and consistently delivering outstanding results.
The Opportunity:
CAREER OPPORTUNITY OFFERING:
Bonus Incentives
Paid Certifications
Tuition Reimbursement
Comprehensive Benefits
Career Advancement
This position starts at: $18.15. Final compensation will be determined based on experience.
***This position is an onsite role at Mercy - The Jewish Hospital in Cincinnati, OH***
Schedule: 8am-4:30pm (Monday - Friday)
The Inpatient Financial Counseling Specialist performs the task of benefit education and validation. This includes face to face review of inpatient benefits, authorization and collecting inpatient, observation, and outpatient in a bed liability throughout Ensemble Health Partners. This position handles the accurate verification and calculation of patient liabilities including previous balances, collection of patient payments, and may require nights, weekends, and holidays, as necessary. They are responsible for performing these functions while meeting the mission of Ensemble Health Partners and all regulatory compliance requirements. The Financial Counseling Specialist will work within the policies and processes as they are being performed across the entire organization.
Responsible for the assessment and collection of patient liabilities. These collections include copays, deductibles, co-insurance and balances after financial assistance. This individual is tasked with assessing patient insurance and financial information to determine liability. The Specialist in Inpatient Collections will utilize face to face communication with patients during their stay to collect the estimated patient liability.
Works various patient access, insurance eligibility, follow-up reports as assigned.
Assists in facilitating daily inhouse call reviews to include all needed parties to validate that patients have a valid payor source with authorization on the account for the current stay.
Completion of pre-registration and registration tasks including, but not limited to, the registration of patients at the time of service, or prior to the date of service while attempting to collect the patient's financial liability.
Monitors missed collection opportunities for potential process improvements and follow-up. Must make at least 3 attempts each day to visit a patient's room if the patient is otherwise preoccupied in previous attempts.
Notes all accounts with a patient liability daily.
Makes follow-up phone calls to patients that are unable to make payment while in-house.
Sends letters to patients' addresses post-discharge detailing an estimated liability as well as options to pay
Works with patients to sign consent to treat, observation, Important Message from Medicare, and other registration-related forms if applicable.
Assists eligibility specialists in the verification of insurance information, Medicaid and charity processing, and other tasks as needed.
Runs a daily census to determine patients with potential eligibility.
Assists in the collection and organization of outpatient orders as they relate to future and current dates of service, utilizing queues built within various Revenue Cycle systems.
Experience We Love:
1+ years of customer service experience
Required Qualifications:
High School Diploma/GED Required
CRCR (Certified Revenue Cycle Representative) Required within 6 months of hire (Company Paid)
Join an award-winning company
Five-time winner of “Best in KLAS” 2020-2022, 2024-2025
Black Book Research's Top Revenue Cycle Management Outsourcing Solution 2021-2024
22 Healthcare Financial Management Association (HFMA) MAP Awards for High Performance in Revenue Cycle 2019-2024
Leader in Everest Group's RCM Operations PEAK Matrix Assessment 2024
Clarivate Healthcare Business Insights (HBI) Revenue Cycle Awards for strong performance 2020, 2022-2023
Energage Top Workplaces USA 2022-2024
Fortune Media Best Workplaces in Healthcare 2024
Monster Top Workplace for Remote Work 2024
Great Place to Work certified 2023-2024
Innovation
Work-Life Flexibility
Leadership
Purpose + Values
Bottom line, we believe in empowering people and giving them the tools and resources needed to thrive. A few of those include:
Associate Benefits - We offer a comprehensive benefits package designed to support the physical, emotional, and financial health of you and your family, including healthcare, time off, retirement, and well-being programs.
Our Culture - Ensemble is a place where associates can do their best work and be their best selves. We put people first, last and always. Our culture is rooted in collaboration, growth, and innovation.
Growth - We invest in your professional development. Each associate will earn a professional certification relevant to their field and can obtain tuition reimbursement.
Recognition - We offer quarterly and annual incentive programs for all employees who go beyond and keep raising the bar for themselves and the company.
Ensemble Health Partners is an equal employment opportunity employer. It is our policy not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender, gender identity, religion, national origin, age, disability, military or veteran status, genetic information or any other basis protected by applicable federal, state, or local laws. Ensemble Health Partners also prohibits harassment of applicants or employees based on any of these protected categories.
Ensemble Health Partners provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law. If you require accommodation in the application process, please contact *****************.
This posting addresses state specific requirements to provide pay transparency. Compensation decisions consider many job-related factors, including but not limited to geographic location; knowledge; skills; relevant experience; education; licensure; internal equity; time in position. A candidate entry rate of pay does not typically fall at the minimum or maximum of the role's range.
EEOC - Know Your Rights
FMLA Rights - English
La FMLA Español
E-Verify Participating Employer (English and Spanish)
Know your Rights
Discover Vanderbilt University Medical Center: Located in Nashville, Tennessee, and operating at a global crossroads of teaching, discovery, and patient care, VUMC is a community of individuals who come to work each day with the simple aim of changing the world. It is a place where your expertise will be valued, your knowledge expanded, and your abilities challenged. Vanderbilt Health is committed to an environment where everyone has the chance to thrive and where your uniqueness is sought and celebrated. It is a place where employees know they are part of something that is bigger than themselves, take exceptional pride in their work and never settle for what was good enough yesterday. Vanderbilt's mission is to advance health and wellness through preeminent programs in patient care, education, and research.
Organization:
OORA
Job Summary:
Develops financial plans for patients who may be uninsured or under-insured with minimal guidance. Screens patients and facilitates referral to state/other funding resources. Conducts follow-up on in-house and discharged accounts.
.
KEY RESPONSIBILITIES
Conducts personal interview of patients gaining all required demographic and financial information.
Verifies insurance coverage and benefit packages.
Educates and assists patient with application other funding programs when criteria are met.
Conducts follow-up on pending applications to ensure appropriate disposition of account.
The responsibilities listed are a general overview of the position and additional duties may be assigned.
TECHNICAL CAPABILITIES
Insurance Regulatory Knowledge (Intermediate): Demonstrates knowledge of the appropriate rules and regulations for insurance policies, claims, payment and coverage. Ability to interpret and explain rules and regulations that are ambiguous or unclear.
Communication of Results (Intermediate): Communicates results and recommendations to customers in a concise and non-technical format. Clearly states implications and potential next steps. Presents analysis, ideas, and findings using the appropriate data visualization and presentation tools [such as Word, Excel, Tableau, and PowerPoint].
Problem Solving (Intermediate): Uses critical thinking and process improvement i.e. coaches and mentors development of problem statement, describes current state, identifies root causes, creates future state, coaches and mentors development of solutions and action plans with a sustainability plan. Applies appropriate tools to address issues.
Our professional administrative functions include critical supporting roles in information technology and informatics, finance, administration, legal and community affairs, human resources, communications and marketing, development, facilities, and many more.
At our growing health system, we support each other and encourage excellence among all who are part of our workforce. High-achieving employees stay at Vanderbilt Health for professional growth, appreciation of benefits, and a sense of community and purpose.
Core Accountabilities:
* Organizational Impact: Performs non-routine tasks that significantly impact team's performance with minimal guidance. * Problem Solving/ Complexity of work: Conducts research and analysis to solve some non-routine problems.* Breadth of Knowledge: Applies broad job knowledge and has basic job skills in other areas.* Team Interaction: Provides informal guidance and support to less experienced team members.
Core Capabilities :
Supporting Colleagues: - Develops Self and Others: Continuously improves own skills by identifying development opportunities.- Builds and Maintains Relationships: Seeks to understand colleagues' priorities, working styles and develops relationships across areas. - Communicates Effectively: Openly shares information with others and communicates in a clear and courteous manner. Delivering Excellent Services: - Serves Others with Compassion: Invests time to understand the problems, needs of others and how to provide excellent service. - Solves Complex Problems: Seeks to understand issues, solves routine problems, and raises proper concerns in a timely manner. - Offers Meaningful Advice and Support: Listens carefully to understand the issues and provides accurate information and support. Ensuring High Quality: - Performs Excellent Work: Checks work quality before delivery and asks relevant questions to meet quality standards.- Ensures Continuous Improvement: Shows eagerness to learn new knowledge, technologies, tools or systems and displays willingness to go above and beyond.- Fulfills Safety and Regulatory Requirements: Demonstrates basic knowledge of conditions that affect safety and reports unsafe conditions to the appropriate person or department. Managing Resources Effectively: - Demonstrates Accountability: Takes responsibility for completing assigned activities and thinks beyond standard approaches to provide high-quality work/service. - Stewards Organizational Resources: Displays understanding of how personal actions will impact departmental resources. - Makes Data Driven Decisions: Uses accurate information and good decision making to consistently achieve results on time and without error. Fostering Innovation: - Generates New Ideas: Willingly proposes/accepts ideas or initiatives that will impact day-to-day operations by offering suggestions to enhance them. - Applies Technology: Absorbs new technology quickly; understands when to utilize the appropriate tools and procedures to ensure proper course of action. - Adapts to Change: Embraces changes by keeping an open mind to changing plans and incorporates change instructions into own area of work.
Position Qualifications:
Responsibilities:
Certifications:
Work Experience:
Relevant Work Experience
Experience Level:
2 years
Education:
High School Diploma or GED
Vanderbilt Health is committed to fostering an environment where everyone has the chance to thrive and is committed to the principles of equal opportunity. EOE/Vets/Disabled.
$29k-36k yearly est. Auto-Apply 5d ago
Academic and Finance Counselor I (Mar Start)
National University 4.6
Remote job
Compensation Range:
Hourly: $21.63 - $24.04
Are you someone who loves building connections, finding solutions, and making a real impact in students' success? If so, Apply Today!
Our Academic and Finance Counselor role is a full-time work-from-home opportunity.
As an Academic and Finance Counselor (AFC) at National University, you'll be both a guide and a problem solver, helping students balance their academic goals and financial plans with confidence. You'll provide personalized advising, interpret policies, and connect students to the right resources to help them thrive. Each day brings meaningful conversations, whether through phone, video, email, or chat, as you support students in navigating their courses, understanding financial aid, and celebrating milestones along the way.
Essential Functions:
Serve as a trusted guide for students explaining University policies, Financial Aid guidelines, and Title IV regulations in a clear, supportive way.
Provide personalized, student-centered support to help each learner stay on track toward their goals.
Manage your student caseload with care, using sound judgment and proactive communication.
Manage student Accounts Receivable, including document collection, student payments, and financial aid.
Monitor and facilitate voucher collection and submission for processing by the student finance team.
Facilitate appropriate referrals to other departments and campus resources.
Navigate multiple systems and reports to stay informed and ensure seamless student support.
Communicate with students across channels, phone, email, video, and chat, offering timely, professional, and friendly service.
Handle escalated student concerns effectively, turning challenges into solutions.
Execute outreach and communication strategies that strengthen engagement and student success.
Monitor academic progress, identify at-risk populations, and provide resolutions to assist students in successful program completion.
Use coaching techniques to build strong relationships and motivate students toward graduation.
Offer creative ideas and resources that boost student satisfaction, persistence, and achievement.
Collaborate across departments to deliver a connected, positive student experience.
Share University updates, assist with departmental initiatives, and contribute to special projects.
Maintain consistent and reliable attendance to fulfill the requirements of this position.
Perform other duties as assigned.
Requirements:
Education & Experience:
Bachelor's degree preferred.
Minimum of three (3) years of related experience in recruiting, advising, student services, retention, academic counseling, marketing, educational services, or customer service required.
Experience in a fast-paced, student or customer-focused environment preferred.
Background in academic advising and course enrollment within a college or university setting preferred.
Experience supporting online students preferred.
Experience with Financial Aid or Title IX regulations preferred.
Experience interpreting and ensuring compliance with federal regulations and guidelines preferred.
Experience in higher education and technology-driven environments preferred.
All skills, abilities, and education will be considered in determining minimum qualifications.
Competencies/Technical/Functional Skills:
Solid understanding of academic and business practices in an online learning environment.
Familiarity with University policies and procedures.
Strong customer service mindset with a genuine desire to help students succeed.
Team-oriented and collaborative, with the ability to build positive working relationships across departments.
Excellent communication and active listening skills-able to adapt tone and style for different audiences, even in challenging situations.
Skilled at de-escalating and resolving student concerns with professionalism and care.
Self-motivated and capable of working independently with minimal supervision.
Creative and logical problem solver who can think on their feet.
Comfortable learning and using technology, including word processing tools, databases, internet navigation, SMS, live chat, and email systems.
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint).
Strong work ethic with flexibility, dependability, and a team-player attitude.
Knows when to seek guidance or escalate issues appropriately.
Strong communication and public speaking abilities.
Open to feedback, coaching, and adapting to change.
Able to prioritize tasks effectively in a fast-paced, dynamic environment.
Develops personal goals aligned with the university's mission, vision, and objectives.
Must be eligible to receive access to the National Student Loan Data System (NSLDS).
What We Offer
In addition to competitive compensation and a comprehensive benefits package - including medical, dental, vision, 403b with match, paid holidays, and PTO - National University supports the professional growth of our team members through free education benefits and other growth opportunities.
Location: Remote, USA
#LI-Remote
Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here.
National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals.
National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.
$21.6-24 hourly Auto-Apply 4d ago
Personal Financial Counselor, Assignment Ready Counselor, PFC, FL
Magellan Health 4.8
Remote job
This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.
Provides personal financial counseling and management services directly to service members and their families.
Assists service members in establishing a spending plan for extended absences.
Develops and makes available informational financial materials to service members and families.
Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Responds to requests for age-appropriate classes or seminars.
Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
Manages duty to warn situations according to Department of Defense (DoD) protocol.
Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
All other duties as assigned.
The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.
Other Job Requirements
Responsibilities
Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
5+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
General Job Information
Title
Personal Financial Counselor, Assignment Ready Counselor, PFC, FL
Grade
25
Work Experience - Required
Financial Counseling
Work Experience - Preferred
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's
Education - Preferred
License and Certifications - Required
AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther
License and Certifications - Preferred
Salary Range
Salary Minimum:
$64,285
Salary Maximum:
$102,855
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.