Financial Counselor
Harbor
Financial CounselorHarbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment.Position is full-time, 40 hours per week.Education/Experience/Other Requirements:Certificate in Medical Billing or an associate degree in business, healthcare, accounting, or closely related field required, or may substitute two years related experience in lieu of degree or certification.Demonstrated knowledge and understanding of health/behavioral health billing procedures and eligibilities for third-party providers preferred.Strongly prefer prior experience in customer service and behavioral health setting.Must have strong attention to detail and be able to communicate effectively with various individuals.Strong customer service skills and effective communication skills required.Competent computer/PC skills using Microsoft Office 365, Excel, and electronic health record systems.Must be able to establish daily work priorities and work independently and efficiently to meet deadlinesMust be honest, dependable, self-disciplined, organized and be able to work well as a team member.Essential Job Competencies/Primary Duties:Receives incoming questions from clients, payers and/or clinicians regarding client accounts; initiates data submission for any additional information needed, and interprets information back to the client, payer and/or clinician.Prepares paperwork for self-pay accounts to be sent to collections and adjusts self-pay balances when accounts are sent to collections.Initiates, processes, and maintains monthly payment agreements for clients.Generates and works aging reports for client balances, effectively keeping accounts current and sending outstanding balances to collections in a timely manner.Maintains monthly statement process and completes all tasks required for statement submission.Submits monthly statement file to vendor each month and monitors any issues with files submitted.Monitors and investigates client statement issues including bad addresses, incorrect and insufficient information.Processes and maintains client bankruptcy notices to ensure compliance with appropriate policies and procedures.Maintains current knowledge regarding public payers, third-party and first-party payment procedures and regulations.Responsible for reviewing closed cases for client overpayments and submitting requests for client refunds.Keeps current with trends and developments related to essential job competencies and demonstrates continued growth.About Harbor:A leading provider of mental health and substance use treatment for over 100 years.350+ clinical staff serve over 24,000 clients across multiple locations and in the community each year.Services ranging from counseling, pharmacological management, primary care, psychological testing, case management, substance use treatment, residential services, vocational program, and more!Why Work for Harbor?You will have the opportunity to meet other motivated individuals who are also making a positive impact at our company. Harbor is committed to investing our resources in you! Some benefits of working with Harbor include:Medical, dental, and vision coverageRetirement plan with company matchGenerous paid time off, sick time, and paid holidaysTuition and professional license reimbursement programsClinical supervision hours offeredEmployee referral bonusesAbility to make a difference in your community!
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels...SuggestedWork at officeWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...SuggestedWork at officeFlexible hours
- Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets....SuggestedImmediate start
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$80k - $150k
...Location: 300 Madison Avenue, Toledo Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
$17 - $19 per hour
...floating holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Work experience placementLocal areaMonday to Friday$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$18 - $23.08 per hour
...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payFull timeWork experience placementFlexible hoursShift workDay shift$18 - $23.08 per hour
...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payFull timeWork experience placementShift workDay shift$21 per hour
...complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payPart timeLocal areaFlexible hoursAfternoon shift- ...environment, we'd love to meet you. As a Teller, you'll be the face of our credit union-providing exceptional service, handling financial transactions accurately, and helping members feel welcomed and supported. This position is perfect for someone who enjoys working...Part time
$21 per hour
...complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payPart timeLocal areaFlexible hours- ...KeyBank is seeking a Financial Wellness Advisor to support clients at our Toledo, OH location. The role focuses on combining client servicing with proactive outreach to understand needs and provide tailored financial solutions in person and by phone. Success depends...
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- ...Croghan is a recognized leader in community banking throughout the region and focuses on helping all community members achieve their financial goals. We partner with our community to understand financial goals and recommend products and services that help achieve them. We...Full timeTemporary workWork at officeLocal areaMonday to FridayNight shift
- ...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Part timeDay shift
$80k - $150k
...community Qualifications: ~3+ years of commercial lending or credit analysis experience, ideally at a community bank ~ Strong financial analysis skills, including tax returns, cash flow, and collateral evaluation ~ Established network in the local business...Local area$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shift$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shift- Organization : Name TOLEDO OH Default: Location : City MAUMEE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending...Work at officeLocal area
$18.75 - $25 per hour
...relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide...Hourly payFull timeWork experience placementFlexible hoursShift workDay shift- ...client relationships with Key by providing distinctive quality service. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide...Day shift
$100.76k
Purpose:The Senior Financial Analyst supports the Automotive Glass Replacement (AGR) business by providing financial analysis, reporting, budgeting, forecasting, and internal control oversight. This role partners with service center leadership, regional managers, and corporate...Full time- ...Job Description Job Description Summary: The Credit Analyst Intern will work with the Credit & Lending team to support the Financial Analysis, Credit Write-up and Review Preparation. Essential Duties and Responsibilities: Assist in financial statement analysis...Summer workInternshipWork at officeLocal area
$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...Hourly payWork experience placementWork at officeDay shift$21 per hour
...complete simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shift$14.5 - $15 per hour
Job Description Marshalls\n \n At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working...Hourly payTemporary workPart timeLocal areaHome officeFlexible hoursNight shift$95k - $105k
...Overview The Financial Analyst III acts as a trusted finance partner to business leaders, delivering insightful analysis, forecasting, and financial guidance that supports strategic decision-making. This role requires greater autonomy, deeper analytical expertise,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- associate corporate finance Toledo, OH
- estate planning consultant Toledo, OH
- financial counselor Toledo, OH
- financial advisor associate Toledo, OH
- financial planning assistant Toledo, OH
- financial advisor Toledo, OH
- financial planner Toledo, OH
- jde finance consultant Toledo, OH
- finance associate Toledo, OH
- financial planning associate Toledo, OH





