Resident Financial Counselor (Senior Living)

Resident Financial Counselor (Senior Living)

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.

• 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.
• Health (low to no cost), Dental, & Vision Insurance
• Flexible Spending Account (Medical and Dependent Care)
• 401(k) with Company Match
• Financial and Retirement Planning at No Charge
• Basic Life Insurance & AD&D - Company Paid
• Short and Long 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.