Financial Counselor - Healthcare develops and facilitates payment plans for patients to finance medical expenses by coordinating between insurer, third party payer and patient. Confirms level, terms of coverage, and benefit limits with health insurance providers. Being a Financial Counselor - Healthcare advises patients of any alternative sources of funding or assistance available from social service agencies. Prepares and files any documentation needed to complete payment arrangements. Additionally, Financial Counselor - Healthcare may arrange for referrals or second opinions. Has general knowledge of insurance terms and practices. Requires a high school diploma. Typically reports to a supervisor or manager. The Financial Counselor - Healthcare works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Counselor - Healthcare typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Join a terrific team and company culture as you assist clients to resolve their financial challenges and achieve their goals through in-person and/or virtual counseling sessions. Counseling sessions might include: General Financial Counseling regarding all aspects of personal finances including Debt Management Plans (DMPs); Homebuyer Counseling (pre-purchase/pre-closing); Default Mortgage Counseling; Rental/Eviction Prevention Counseling; student loans, etc. This position offers flexibility and current HUD certification is helpful.
Basic Functions
Provide counseling for clients of the York and Lancaster Tenfold Barshinger Financial Empowerment Center (BFEC). To include but not limited to:
1. General Financial Counseling regarding all aspects of personal finances including Debt Management Plans (DMPs) when appropriate
2. Homebuyer Counseling (pre-purchase/pre-closing)
3. Default Mortgage Counseling
4. Rental/Eviction Prevention Counseling
5. Reverse Mortgage Counseling (HECM)
6. Student Loan Counseling
7. Small Business Owner Counseling (SBO)
Essential Functions-Counseling
1. Assist clients to resolve their financial challenges and to achieve their goals through in-person and/or telephone counseling sessions.
2. Adhere to the counseling guidelines or protocols.
3. Advise clients about a DMP option when appropriate.
4. Provide information about and referrals to social service agencies or community programs that may be of assistance to clients.
5. Maintain complete, accurate and up-to-date client files, including client intake information, budgets, action plans and any other documentation provided by clients during the course of counseling.
6. Timely data entry of required client information and counseling log notes in the appropriate database.
7. Maintain regular contact with clients as necessary per counseling guidelines.
8. Provide these counseling services at off-site satellite locations (York and Lancaster) when requested by BFEC Manager and/or as mutually agreed.
Other Functions
1. Serve as back up to the Intake Coordinator as needed.
2. Participate in staff meetings and training. (Overnight travel may be required for some training)
3. Represent Tenfold at community meetings when requested.
4. Provide off-site financial workshops when requested. Up to 50% travel required within Lancaster and surrounding counties.
5. Maintain required certifications.
6. Perform other tasks assigned by the Director of Financial Empowerment.
Counseling Certifications required within 12 - 18 months from hire date (subject to change)
1. HUD (HUD Exam): Covers all aspects of financial and housing counseling
2. National Foundation for Credit Counseling: Financial and Student Lending certifications
3. Pennsylvania Housing Finance Agency (PHFA): Homebuyer and Default certifications
4. Additional Certifications needed for Foreclosure Mitigation.
Minimum Knowledge, Skills and Abilities
1. Current HUD certification preferred
2. A Bachelor’s degree in finance, business or a related field is preferred, or a 2 year degree in counseling, finance, business or related field. 4 years of relevant job experience may be considered in lieu of degree.
3. Demonstrated personal financial management skills and experience.
4. English fluency required, bi-lingual Spanish strongly preferred.
5. Strong organizational and time management skills; Excellent communication skills, including writing, speaking, and listening skills.
6. Computer-literate, with good knowledge of Microsoft Office applications.
7. Sensitivity to cultural and socioeconomic characteristics of the client population served.
8. A commitment to empowering others to resolve their own challenges and a conviction about the capacity of people to grow and change.
9. Ability to establish a respectful relationship with clients to help them enhance skills and confidence; Capacity to maintain a helping role while setting appropriate limits.
10. Ability to work collaboratively with other staff and service providers.
11. Commitment to Tenfold’s Core Values: We Value Empowerment; We value Innovation; We Value Integrity; We Value Diversity, Equity and Inclusion; We Value Teamwork
Requirements
-Full time, 40 hours per week. Occasional evenings and weekends as needed; Flexible schedule
-Reliable and legal personal vehicle (Inspected and insured) and an active valid driver’s license; Willingness to travel to meet clients in Lancaster and surrounding counties as needed
Job Type: Full-time
Pay: $17.00 - $19.00 per hour
Benefits:
Schedule:
Work Location: Hybrid remote in York, PA 17401
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