Financial Counselor Business Development

Nelsa Marie Guerrero

**** ****** **** ** ********, TX 75150

Phone: (home) 972-***-****

Email: ******@*****.***

Financial Counselor/Clerical Support

“High-impact financial counselor displaying a strong ability to identify initiatives and facilitate action-driven plans to support growth and objectives”

A determined self-motivated problem solver with the ability to learn quickly; also has 15 years’ of experience in several areas of inpatient/outpatient hospital financial services, patient registration and prior authorizations. A specialist that maintains a record of successfully developing customized financial strategies to meet the needs of clients. A specialist that is successful in evaluating patient’s needs and healthcare financial opportunities, quickly identifying the proper resources, and equally displaying strong performance in business development, growth, and diversification.

Professional Experience

UT Southwestern Medical Center, Dallas, TX 04/2023-current

Patient Financial Advisor I- Neurology

Responsible for confirming patient insurance eligibility and providing complex benefits review.

Reviews benefits to ensure that organization and patient understand the extent of coverage for services.

Request prior authorizations for multiple procedures

Responsible for efficiently working several work queues and patient DAR

Assists with obtaining referrals and educating patients regarding referral process

Efficiently schedule procedures for patients

Effectively work In Baskets in Epic

Efficiently schedule patients medication from specialty pharmacies to the clinic days prior visit

Create estimates and address patients concern regarding financial responsibilities for upcoming visits

Train new Patient Financial Advisors

Parkland Health & Hospital System, Dallas, TX 03/2016-03/2023

Prior Authorization Specialist- Surgery/OMFS

Research patient accounts due to invalid and/or missing authorization information and correspond with clients, insurance companies, patients, sales representatives to obtain the necessary information to ensure accurate, timely and complete claims submissions.

Communicates and works effectively with colleagues from other departments.

Reviews accounts on a daily basis while meeting or exceeding all daily, weekly and monthly production goals.

Document all account activity and correspond to inquires in a timely manner.

Verify prior authorizations and/or pre-service requirements are met.

Document eligibility, benefit and authorization information in accordance with established guidelines.

Parkland Health & Hospital System, Dallas, TX 3/2014-03/2016

Financial Counselor-Follow Up

Efficiently screen and qualify patients for government and/or Charity entitlements

Accurately update accounts to proper payors to ensure financial viability is secure

Work closely with various agencies and departments to ensure correct billing

Perform client follow-ups to ensure clients take action upon recommended options provided in counseling session

Motivate clients to take the actions necessary to resolve their financial problems

Interview patients at the time of entry to advise the patient of the optimal funding program, begin eligibility determination, and assure that all Parkland patients are screened and qualified for assistance

Promote appropriate agency products and properly handles the money transactions associated with these products, when applicable

Meet position objectives as defined by management

Acquire and maintain all necessary professional certifications

Communicate and build relationships with lenders, government organizations and non-profit business partners to provide referral resources to other organizations for the purpose of assisting clients to resolve financial issues and/or receive outside assistance

Meet and exceed monthly performance goals by providing personal detailed attention to each client in a professional and caring manner

Parkland Health & Hospital System, Dallas, TX 9/2007-12/2012

Inpatient Financial Counselor

Effectively screened and qualify patients in house for government and charity programs

Responsible for patients on a assigned floor

Performed one-on-one assessments of client

Assisted patients in completing necessary forms and providing needed information

Understood managed care and insurance contractual arrangements

Constantly invested great effort to meet and exceed expectations by maintaining relationships and creating profitable solutions in order to increase customer satisfaction

Parkland Health & Hospital System, Dallas, TX 6/2004-9/2007

Patient Registration Representative

Expeditiously performed check-in and check-out functions to verity patient appointments

Performed registration duties in the Emergency Services Department Verified patient’s demographic information, insurance verification and preliminary financial

Counseled services to ensure that PHHS' financial viability is secure at the most basic level

Greeted and interviewed patients to obtain accurate & complete demographic, financial, and visit-specific information

Reorganized the work flow of the registration process by increasing output to 40 %

Professional Education

Tarrant County Community College, Arlington, TX 8/2018-08/2020

Undergraduate

languages

Fluent In Spanish

computer skills

EPIC

Microsoft Office

Teams

Outlook

Windows

Shared Point

“Competitive … Analytical … Detailed Focused”

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