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Financial Counselor - RCO Financial Clearance

UTMB Health
United Statesfull_timeVerifiedPosted 16 Jul 2026

About the role

Financial Counselor - RCO Financial Clearance - (2603797)

Description

 

EDUCATION & EXPERIENCE:

Minimum Qualifications:

  • One year of related experience.

Preferred Qualifications:

  • Knowledge of indigent care and charity assistance programs, including eligibility requirements and enrollment processes.
  • Experience conducting financial screenings for patients.
  • Experience utilizing a customer relationship management (CRM) system or electronic in-basket workflows in a healthcare or administrative setting.

JOB SUMMARY:

To provide the skills necessary to interview patients for demographic, financial, and third-party payor information to determine their ability to pay for services.

MAJOR DUTIES / CRITICAL TASKS:

  • Gathers all patient demographic data required in the Hospital Information System computer system during patient interview.
  • Screens patient for financial responsibility by using the uniform financial screening document.
  • Verifies patient information by obtaining copies of proofs of residency, income, and third-party carriers.
  • Determines potential reimbursement sources available to the patient and directs them to these sources.
  • Determines the proper pay classification of the patient.
  • Calculates patient's charges for office visit and collects payment.
  • Counsels with patients about unpaid bills.
  • Researches invalid charge slips and creates appropriate account for billing.
  • Creates a patient folder for appropriate paperwork.
  • Adheres to internal controls established for department.
  • Performs related duties as required. environment

WORKING ENVIRONMENT/EQUIPMENT:

  • Standard office environment and equipment.

SALARY RANGE:

Actual salary commensurate with experience.

WORK SCHEDULE:

On-site, Monday through Friday, 8 AM - 5 PM.

 

Qualifications

 

Equal Employment Opportunity

UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.

 

Primary Locatio

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Company

UTMB Health

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