Current jobs related to Financial Services Representative - Orlando Florida - Orlando Health
-
Financial Services Representative
4 weeks ago
Orlando, Florida, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...
-
Financial Services Representative
2 weeks ago
Orlando, Florida, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our organization, you will play a vital role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key Responsibilities:Develop and maintain a client...
-
Financial Services Representative
1 week ago
Orlando, Florida, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and...
-
Financial Services Representative
3 weeks ago
Orlando, Florida, United States S & L Recruiting Services Full timeAbout the OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key contact and liaison for clients, you will play a vital role in ensuring they receive the financial education and support needed to achieve their goals.No prior financial industry experience is required, as...
-
Financial Services Representative
4 weeks ago
Orlando, Florida, United States Enterprise Bank and Trust Full timeJob Title: Financial Services RepresentativeEnterprise Bank & Trust is a leading financial institution dedicated to helping businesses succeed and communities thrive. As a Financial Services Representative, you will play a vital role in creating a welcoming environment for our customers and providing exceptional service.Key Responsibilities:Originate new...
-
Financial Services Representative
1 week ago
Orlando, Florida, United States Charles Schwab Full timeEmpowering Client SuccessAt Charles Schwab, we're committed to helping clients achieve their financial goals. As a Licensed Financial Services Representative, you'll play a critical role in delivering exceptional service and guidance to our clients.Key Responsibilities:Provide financial guidance and support to clients through inbound calls and other...
-
Financial Services Specialist
3 weeks ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityAt CAR Financial Services, we are seeking a skilled professional to join our team as a Collections Analyst. This role is ideal for individuals who are detail-oriented, have strong analytical skills, and are proficient in Microsoft Excel.Responsibilities:- Collect and analyze data on delinquent automotive loan accounts- Perform daily portfolio...
-
Financial Services Professional
2 weeks ago
Orlando, Florida, United States Amscot Financial Full timeJob OverviewAmscot Financial is seeking a motivated and hard-working Financial Services Associate to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide excellent customer service and support to clientsAssist with financial transactions and...
-
Financial Services Specialist
3 weeks ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityCAR Financial Services is a leading provider of financial services for independent auto dealers, seeking a skilled Collections Analyst to join our team.We offer a range of benefits, including Paid Time Off and a 401(k) match, as well as a dynamic work environment with opportunities for growth and development.The successful candidate will be...
-
Financial Services Specialist
1 month ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityCAR Financial Services is seeking a skilled professional to fill the role of Collections Analyst.Key Responsibilities:Collect and manage delinquent automotive loan accountsPerform data entry of automotive retail installment contractsConduct daily portfolio reviews to identify areas for improvementOversee and execute the buyback process to...
-
Financial Services Representative
2 months ago
Florida, United States Supreme Lending Full timeJob Summary:As a key member of the Supreme Lending team, the Loan Originator Specialist will be responsible for promoting and selling the company's financial products to realtors, builders, and potential and past clients. This role requires a strong understanding of the mortgage industry and the ability to build and maintain relationships with key...
-
Financial Services Specialist
2 weeks ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityCAR Financial Services is seeking a skilled professional to fill the role of Collections Analyst.Key Responsibilities:Collect and manage delinquent automotive loan accountsProcess and enter retail installment contractsConduct daily portfolio reviews to identify areas for improvementOversee and execute the buyback processMaintain open...
-
Financial Services Representative
1 month ago
Orlando, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...
-
Customer Service Representative
3 weeks ago
Orlando, Florida, United States Susan Collins Full timeCustomer Service RepresentativeAt Susan Collins, we're seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with our clients, and helping them navigate their insurance and...
-
Part-Time Financial Service Expert
1 week ago
Orlando, Florida, United States Addition Financial Full timeAbout Addition FinancialWe are a member-owned, not-for-profit financial cooperative that has been serving our community since 1937. Our mission is to bring financial success and education to everyone, and we're looking for people who share our vision.Job SummaryWe're seeking a Part-Time Financial Service Expert to join our team. As a Relationship Advisor,...
-
Financial Services Representative
3 weeks ago
Orlando, Florida, United States Equitable Advisors Full timeJoin Our Team as a Financial ProfessionalAt Equitable Advisors, we are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group (RBG). As a key member of our team, you will be responsible for providing financial products and services to individuals and organizations in the education and municipal sectors.Key...
-
Financial Services Representative
3 weeks ago
Orlando, Florida, United States Equitable Advisors Full timeJoin Our Team as a Financial ProfessionalAt Equitable Advisors, we are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group (RBG). As a key member of our team, you will be responsible for providing financial products and services to individuals and organizations in the public sector, including teachers,...
-
Customer Service Representative
2 weeks ago
Orlando, Florida, United States Susan Collins Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our State Farm Agent team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and helping them achieve their financial goals.Key Responsibilities:*...
-
Customer Service Representative
1 week ago
Orlando, Florida, United States Susan Collins Full timePosition OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a representative, you will be responsible for providing prompt, accurate, and friendly customer service to our clients. This includes responding to inquiries regarding insurance availability, eligibility, coverages,...
-
Financial Services Professional
1 week ago
Orlando, Florida, United States Bankers Life Full timeFinancial Services Career OpportunityBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our...
Financial Services Representative
2 months ago
The Financial Counselor plays a vital role in ensuring a smooth and efficient financial experience for patients and their families at Orlando Health.
Key Responsibilities- Exemplary Customer Service: Understand the importance of providing exceptional customer service and perform job functions to meet departmental customer service goals.
- Financial Guidance: Assist patients and their families with financial services, ensuring they understand the process and are comfortable with the payment process.
- Financial Data Management: Gather and input patient/guarantor demographic and financial information efficiently and accurately.
- Authorization and Verification: Contact primary care or admitting physicians to obtain authorizations, diagnosis, and procedure details as necessary.
- Insurance Benefits Explanation: Explain insurance benefits and collect co-pays, deductibles, and self-pay portions due.
- Financial Document Management: Document authorization and benefit information in registration systems and assemble patient records.
- Financial Knowledge and Compliance: Demonstrate a basic knowledge of third-party reimbursement requirements and regulations, and exhibit competency in the use of registration systems and electronic verification tools.
- Financial Collections: Follow Patient Financial Services self-pay policies, including completion of guarantor financial statement applications, explanation of payment options, and collection of monies due.
- Financial Reporting: Maintain departmental logs for statistical reporting and consistently meet Quality Assurance standards set by Patient Access and the department.
- Education: High school or equivalent.
- Training: Must complete Patient Financial Services Orientation program and annual educational requirements.
- Experience: Two years' experience in a financial, business office, or customer service environment required.
- Skills: Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint), typing proficiency, and one year PC/Windows experience.
