Talent.com
Financial Counselor
Financial CounselorIlluminus • Waukesha, WI, US
Financial Counselor

Financial Counselor

Illuminus • Waukesha, WI, US
9 days ago
Job type
  • Full-time
  • Part-time
Job description

Job Description

Job Description

Description : Financial Counselor

We are seeking a dedicated and detail-oriented Financial Counselor to join our team. In this vital role, you will support residents and their families in managing their financial obligations while facilitating the Medical Assistance application and recertification processes. Your expertise will help ensure residents receive the necessary support and resources, contributing to their overall well-being and financial stability.

Responsibilities

  • Maintains and actively promotes effective communication with all individuals.
  • Maintains a positive image of the entity in the community keeping in alignment with our mission, vision, and values.
  • Conduct initial financial screenings for residents upon admission and monitor financial status throughout their stay.
  • Determine eligibility for Medical Assistance based on income, assets, and other qualifying factors.
  • Collect, verify, and organize required documentation for applications and recertifications.
  • Maintain accurate and confidential records of all application activities and communications.
  • Provide education to residents and families regarding Medical Assistance rules, spend-down requirements, and available financial options.
  • Communicate regularly with Medical Assistance agencies, caseworkers, residents, and families to ensure application progress and resolve issues.
  • Stay current with Medical Assistance regulations and maintain required certifications through continuing education.
  • Collaborate effectively with nursing home administrators, admissions staff, case managers, and finance team members.
  • Serve as a backup to other Billing Specialists as needed.
  • Responsible for on-call services and performs other duties assigned.

Requirements :

  • Two-year associate degree.
  • Minimum of two-years of experience in a customer service role; experience in healthcare preferred.
  • Familiarity with Medical Assistance programs is preferred.
  • Proficiency in word processing and spreadsheet software.
  • Strong typing and filing skills.
  • Demonstrated commitment to quality outcomes and services.
  • Excellent communication and interpersonal skills.
  • Ability to maintain confidentiality and exercise sound judgment.
  • Strong organizational and time management skills with the ability to meet deadlines.
  • Adaptability and willingness to work collaboratively within a team environment.
  • Required to travel to assigned locations to support residents, families or organizational needs.
  • Benefits

  • Employee Referral Bonus Program.
  • Educational Advancement / Training Opportunities (Wound care, IV administration etc., provided by our Illuminus Institute or Other External Qualifying Educational institution)
  • Paid Time Off and Holidays acquired from day one of hire.
  • Rotating Holiday Schedule (Recognizes 6 federal holidays, Rotates Yearly)
  • Health, Dental, & Vision Insurance
  • Health Saving Account with Potential Company Contributions
  • 401(k) with Company Match
  • Financial and Retirement Planning at No Charge
  • Basic Life Insurance & AD&D - Company Paid
  • Short Term Disability - Company Paid
  • Voluntary Ancillary Coverage
  • Employee Assistance Program
  • Benefits vary by full-time, part-time, and PRN status.
  • Illuminus is a faith-based, not-for-profit senior living management company dedicated to serving older adults and families throughout the Midwest with skill and compassion. We own or manage over a dozen communities in Wisconsin and beyond, offering independent senior housing, assisted living and memory care, skilled nursing and rehabilitation, low-income senior housing, home health and hospice services via Commonheart , management support and consulting.

    The people of Illuminus are not just our colleagues, our employees, our residents—they are our parents, our grandparents, our partners, ourselves. We serve others with gratitude, dignity, hope and purpose. We believe that the right care can and will transform us all.

    Create a job alert for this search

    Financial Counselor • Waukesha, WI, US

    Related jobs
    School Counselor

    School Counselor

    TradeJobsWorkforce • 53167 Rochester, WI, US
    Full-time
    School Counselor job responsibilities : Advises and counsels students regarding academic, educational, and short...Show more
    Last updated: 30+ days ago • Promoted
    Behavioral Health Therapist or Behavioral Health Therapist - In Training - Outpatient Unit

    Behavioral Health Therapist or Behavioral Health Therapist - In Training - Outpatient Unit

    Dodge County • Juneau, WI, United States
    Full-time
    Please submit a Resume and Cover Letter with the application.Behavioral Health Therapist - In Training : .Requirements for Behavioral Health Therapist - In Training : . Master's degree in Social Work, C...Show more
    Last updated: 30+ days ago • Promoted
    Financial Counselor

    Financial Counselor

    APN Software Services Inc • Milwaukee, WI, United States
    Full-time
    Quick Apply
    To assess patient financial needs, assist patients and collect deposits according to the Froedtert Hospital Billing and Collection Policy in a professional and courteous manner.To screen patients a...Show more
    Last updated: 1 day ago
    Admissions Counselor

    Admissions Counselor

    TradeJobsWorkForce • 53167 Rochester, WI, US
    Full-time
    Admissions Counselor Job Duties : Develops a network of alumni by identifying and training successful al...Show more
    Last updated: 30+ days ago • Promoted
    Financial Representative Trainee (Sales) - Milwaukee, WI

    Financial Representative Trainee (Sales) - Milwaukee, WI

    Mutual of Omaha • Jackson, WI, US
    Full-time
    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experi...Show more
    Last updated: 17 days ago • Promoted
    Associate Program Financial Analyst

    Associate Program Financial Analyst

    Leonardo DRS • Menomonee Falls, WI, United States
    Full-time
    The Leonardo DRS Naval Power Systems business is a trusted provider of innovative naval gas and hybrid power systems, control technology and support solutions for the U. Navy and navies around the w...Show more
    Last updated: 17 days ago • Promoted
    Camp Counselor

    Camp Counselor

    TradeJobsWorkForce • 53167 Rochester, WI, US
    Full-time
    Camp Counselor Job Duties : Plans, leads, and implements camp programs for children.Provides hig...Show more
    Last updated: 30+ days ago • Promoted
    Financial Representative Trainee - Starting at $16 / hr

    Financial Representative Trainee - Starting at $16 / hr

    Mutual of Omaha • Waukesha, WI, US
    Full-time
    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experi...Show more
    Last updated: 17 days ago • Promoted
    Financial Rep – Upcoming Grad

    Financial Rep – Upcoming Grad

    Mutual of Omaha • Waukesha, WI, US
    Full-time
    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experi...Show more
    Last updated: 17 days ago • Promoted
    Spiritual Counselor

    Spiritual Counselor

    The Salvation Army USA Central Territory • Milwaukee, WI, United States
    Full-time
    Spiritual Counselor - The Salvation Army Adult Rehabilitation Center.The Salvation Army, an international movement, is an evangelical part of the universal Christian church.Its message is based on ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Aid Counselor

    Financial Aid Counselor

    Milwaukee School of Engineering (MSOE) • Milwaukee, WI, United States
    Full-time
    Milwaukee School of Engineering (MSOE) is an academic institution intrinsically tied to the real world - a confluence of industry knowledge, work ethic and an enduring desire to know more.The unive...Show more
    Last updated: 30+ days ago • Promoted
    Financial Aid Counselor

    Financial Aid Counselor

    Milwaukee School of Engineering • Milwaukee, WI, United States
    Full-time
    Milwaukee School of Engineering (MSOE) is an academic institution intrinsically tied to the real world - a confluence of industry knowledge, work ethic and an enduring desire to know more.The unive...Show more
    Last updated: 1 day ago • Promoted
    Licensed Mental Health Counselor

    Licensed Mental Health Counselor

    Headway • Milwaukee, WI, US
    Full-time
    Licensed Mental Health Counselor (LMHC).Wage : Between $120-$131 an hour.Licensed Mental Health Counselor — Are you ready to launch or expand your private practice? . Headway is here to help you star...Show more
    Last updated: 17 days ago • Promoted
    Financial Rep – Upcoming Grad - Starting at $16 / hr

    Financial Rep – Upcoming Grad - Starting at $16 / hr

    Mutual of Omaha • Waukesha, WI, US
    Full-time
    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experi...Show more
    Last updated: 17 days ago • Promoted
    Telemedicine Physician

    Telemedicine Physician

    QuickMD • Williams Bay, WI, US
    Full-time
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...Show more
    Last updated: 30+ days ago • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Waukesha, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 11 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Edward Jones • Greendale, WI, US
    Full-time
    This job posting is anticipated to remain open for 30 days, from 22-Oct-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show more
    Last updated: 12 hours ago • Promoted • New!
    Financial Professional Trainee - Benefits + 401K

    Financial Professional Trainee - Benefits + 401K

    Mutual of Omaha • Waukesha, WI, US
    Full-time
    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experi...Show more
    Last updated: 17 days ago • Promoted