Financial Counselor

Discovery Behavioral Health

. Educate patients on financial obligations, including co-insurance, deductibles, and fees for various care levels .

Posted 9/17/2026full-timeRemote • Oregon • United StatesJunior💰 $23 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in healthcare finance and billing processes, including insurance verification and patient financial management. Proficient in utilizing financial systems like KIPU and Salesforce to maintain accurate financial records and support patient inquiries.

Highest-signal resume keywords

Healthcare Finance ExperienceInsurance VerificationKIPU ProficiencySalesforce ManagementPatient Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Billing PracticesFinancial DocumentationPayment ProcessingInvoice ManagementFinancial Record Maintenance

Soft Skills

Interpersonal SkillsCommunication SkillsPatient-Centered Approach

Tools & Technologies

KIPUSalesforceEHR Systems

Industry Keywords

Healthcare AdministrationFinancial PoliciesBenefits CoordinationPatient Financial Responsibilities

About the role

Key responsibilities & impact

Educate patients on financial obligations, including co-insurance, deductibles, and fees for various care levels
Review verification of benefits and patient responsibilities, addressing billing and fee inquiries
Track and manage recurring patient payments, issuing invoices and receipts
Maintain payment schedules and follow up on outstanding balances and authorized services
Follow up on declined transactions and resolve payment issues with patients
Prepare and process financial paperwork for new admissions and ongoing care programs
Scan, upload, and maintain financial records in KIPU/EHR systems
Provide financial documentation to third-party vendors
Collaborate with billing and internal teams to resolve billing issues and update accounts
Maintain metrics and patient financial data in Salesforce, KIPU, and other systems
Ensure compliance with financial policies and procedures
Support patients with financial inquiries, payment plans, and adjustments

Requirements

What you’ll need

High school diploma or equivalent required
Associate or bachelor’s degree in finance, healthcare administration, or a related field preferred
1–2 years of experience in healthcare finance, billing, or a similar patient-facing financial role
Strong interpersonal and communication skills with a patient-centered approach
Proficiency in financial systems and software such as KIPU, Salesforce, or similar tools
Familiarity with insurance verification, benefits coordination, and medical billing practices highly desirable
Ability to work Monday–Friday, 7:30am–4pm, with flexibility depending on business needs

Benefits

Comp & perks

Flexible schedule depending on business needs
Remote work