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Trinity Health

Specialist I, Financial Clearance, Patient Access

Trinity Health

. Research, collect, and analyze information .

Posted 10/27/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in financial clearance and insurance verification processes, with a strong focus on quality, confidentiality, and safety in patient access. Proficient in using multiple system applications for analysis and report generation to support organizational objectives.

Highest-signal resume keywords
Financial Clearance ExpertiseInsurance VerificationNational Certification in HFMA CRCR or NAHAM CHAAExperience in Acute Care SettingKnowledge of Trinity Health Policies

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
Financial ClearanceInsurance VerificationData AnalysisReport CreationPatient Access Management
Soft Skills
CollaborationProblem SolvingPeer Influencing
Tools & Technologies
Multiple System Applications
Certifications & Qualifications
HFMA CRCRNAHAM CHAA
Industry Keywords
Patient ExperienceProgram EfficiencyPre-Service CollectionsAuthorization Management

About the role

Key responsibilities & impact
  • Research, collect, and analyze information
  • Identify opportunities, develop solutions, and lead through resolution
  • Collaborate on performance improvement activities related to program efficiency and patient experience
  • Distribute analytical reports
  • Use multiple system applications to perform analysis, create reports, and develop educational materials
  • Apply Trinity Health policies, practices, and processes to prioritize quality, confidentiality, and safety
  • Perform all pre-service account financial clearance and collection before the date of service
  • Obtain and verify insurance information, validate benefits, obtain authorization, and manage preservice collections
  • Initiate the billing process for hospital services
  • Support colleagues and leadership in achieving organizational strategic objectives
  • Serve as a peer influencer and potentially direct a project or project team

Requirements

What you’ll need
  • High School Diploma or equivalent
  • Two (2) to Five (5) years experience in area of expertise such as scheduling, financial clearance, or patient access
  • Comprehensive knowledge of financial clearance and insurance verification processes
  • Two (2) years of financial clearance experience in an acute care setting
  • National certification in HFMA CRCR or NAHAM CHAA required within one (1) year of hire
  • Ability to obtain and verify accurate insurance information, validate benefits, obtain authorization, and manage preservice collections
  • Knowledge of Trinity Health policies, practices, and processes
  • Ability to use multiple system applications for analysis, report creation, and educational materials

Benefits

Comp & perks
  • Full-time employment
  • Day shift
  • Monday-Friday 09:00-17:30 schedule
  • Occasional weekend work (either Saturday or Sunday)