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Financial Intake Jobs (NOW HIRING)

Intake Specialist

Millcreek, UT · On-site

$17.25 - $23/hr

This position is responsible for welcoming patients, families, and visitors while also supporting the financial and administrative components of the admissions process. The Receptionist / Intake ...

Intake Specialist

Millcreek, UT · On-site

$16.75 - $22.25/hr

This position is responsible for welcoming patients, families, and visitors while also supporting the financial and administrative components of the admissions process. The Receptionist / Intake ...

Financial Counselor

Gretna, LA · On-site

$16.50 - $21.25/hr

Description The Financial Counselor is responsible for offering financial advice and assistance to ... Ensures proper documentation is received for billing compliance - complete Intake Assessment and ...

Financial Counselor PRN

Reading, PA · On-site

$18.25 - $23.75/hr

Description The Financial Counselor is responsible for offering financial advice and assistance to ... Ensures proper documentation is received for billing compliance - complete Intake Assessment and ...

Financial Counselor

West Chester, PA · On-site

$18 - $23.50/hr

Description The Financial Counselor is responsible for offering financial advice and assistance to ... Ensures proper documentation is received for billing compliance - complete Intake Assessment and ...

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Front office teams coordinating patient scheduling and financial intake * Pharmaceutical manufacturers, foundations, and assistance programs * Compliance and regulatory frameworks including the No ...

Intake Coordinator

Las Vegas, NV · On-site

$17.25 - $23.50/hr

Oasis Financial is the largest and most recognized national brand in consumer legal funding. Oasis ... Libra Solutions is looking for an Intake Coordinator to serve as the first point of contact for ...

Intake Coordinator

Las Vegas, NV · On-site

$17.25 - $23.50/hr

Oasis Financial is the largest and most recognized national brand in consumer legal funding. Oasis ... Libra Solutions is looking for an Intake Coordinator to serve as the first point of contact for ...

Intake Coordinator

Las Vegas, NV · On-site

$17.25 - $23.50/hr

Oasis Financial is the largest and most recognized national brand in consumer legal funding. Oasis ... Libra Solutions is looking for an Intake Coordinator to serve as the first point of contact for ...

Homebase helps clients navigate the complicated eviction process, offers financial and money ... As an Intake Worker, you'll assess all new clients for program eligibility, answer and respond to ...

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Financial Intake information

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$12

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$31

How much do financial intake jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for financial intake in the United States is $20.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.84 per hour, depending on experience, location, and employer.

What is the highest paying job in finance?

In finance, chief executive officers (CEOs) and chief financial officers (CFOs) are among the highest paid roles, often earning multi-million dollar compensation packages that include salary, bonuses, and stock options. These positions require extensive experience, leadership skills, and often advanced certifications like CPA or CFA. Compensation varies by company size and industry, but executive roles generally top the pay scale in finance.

What are the key skills and qualifications needed to thrive as a Financial Intake Specialist, and why are they important?

To excel as a Financial Intake Specialist, you need strong analytical skills, attention to detail, and experience with financial documentation, often supported by a background in finance, accounting, or healthcare administration. Familiarity with billing software, electronic health records (EHR), and insurance verification systems is typically required. Excellent interpersonal communication, discretion, and problem-solving abilities help you manage sensitive information and guide clients or patients through financial procedures. These skills ensure accurate financial processing, regulatory compliance, and a positive client experience.

What are the main challenges faced by Financial Intake specialists in managing high volumes of client data?

Financial Intake specialists often handle a large number of client files and sensitive financial information daily. One of the main challenges is ensuring all data is accurately collected, verified, and entered into the system under tight deadlines, while maintaining privacy and compliance with regulations. Effective organization, attention to detail, and clear communication with both clients and team members are essential to overcome these challenges. Collaborating closely with finance and case management teams also helps streamline the intake process and resolve discrepancies efficiently.

What jobs pay 2000 a day?

High-paying jobs that can pay $2,000 a day often include roles such as specialized surgeons, senior corporate executives, investment bankers, and certain high-level consultants. These positions typically require advanced skills, extensive experience, and often involve demanding schedules or significant responsibilities.

What are Financial Intake positions?

Financial Intake positions are roles within organizations, often in healthcare or social services, where employees are responsible for gathering and verifying clients' financial information. This process typically includes assessing eligibility for services, determining payment options, and assisting with insurance or billing questions. Financial Intake staff play a key role in ensuring that clients receive the appropriate financial assistance and that the organization complies with regulatory requirements. Strong communication and organizational skills are important for success in this position.

What job makes $10,000 a month without a degree?

In the financial intake field, earning $10,000 a month without a degree is uncommon, as roles typically require relevant experience or certifications. However, high-level financial consultants, sales managers, or entrepreneurs in finance-related businesses can reach this income level through commissions, bonuses, or business profits, often requiring strong skills, industry knowledge, and networking. Most high-earning finance roles rely on experience and proven performance rather than formal education alone.

What is the difference between Financial Intake vs Financial Analyst?

AspectFinancial IntakeFinancial Analyst
Required CredentialsHigh school diploma or equivalent; some roles may require certificationBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common
Work EnvironmentFront-office, client-facing, often in healthcare, banking, or financial servicesOffice-based, analytical, research-focused in finance departments or investment firms
Employer & Industry UsageUsed in healthcare, banking, and financial services to gather client financial infoUsed across finance sectors for analyzing financial data and advising
Common Search & Comparison IntentUnderstanding role differences, required skills, and career pathsComparing responsibilities, qualifications, and career progression

Financial Intake professionals primarily gather and verify client financial information in client-facing environments, while Financial Analysts focus on analyzing financial data to support decision-making. Both roles require financial knowledge, but differ in responsibilities and work settings.

What does an intake specialist for a financial firm do?

An intake specialist for a financial firm is responsible for gathering client information, assessing their financial needs, and documenting details for processing applications or services. They often use customer management software and require strong communication skills to ensure accurate and efficient data collection. The role may involve initial client consultations and coordinating with other financial professionals.
More about Financial Intake jobs
Infographic showing various Financial Intake job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

$17.25 - $23/hr

Other

Medical

Posted 3 days ago


Job description

The Receptionist / Intake Specialist serves as a front-line admissions and receptionist role within the hospital. This position is responsible for welcoming patients, families, and visitors while also supporting the financial and administrative components of the admissions process. The Receptionist / Intake Specialist works closely with the Utilization Review and Admissions team to collect intake information, verify insurance benefits, and ensure accurate documentation to support timely and compliant admissions. This position is also responsible to answer and direct incoming calls, as well as to receive mail and direct deliveries to the appropriate departments or individuals. 

This role requires strong customer service skills, attention to detail, and the ability to work effectively in a fast-paced behavioral health environment while interacting with individuals and families who may be experiencing emotional distress. 

Requirements

Key Responsibilities 
  • Greets and assists patients, families, visitors, and referral sources in a professional, compassionate, and respectful manner.
  • Answers, screens, and routes incoming phone calls related to admissions, referrals, and general hospital inquiries.
  • Collects, verifies, and accurately enters demographic, insurance, and financial information during the intake process.
  • Obtains, scans, and processes insurance cards, identification, and required intake documentation.
  • Performs insurance verification of benefits (VOB) and communicates coverage details to the admissions team.
  • Supports the admissions and utilization review teams with administrative and financial intake tasks.
  • Maintains accurate, timely, and confidential records within the electronic medical record (EMR) system.
  • Ensures compliance with HIPAA, hospital policies, and privacy standards.
  • Assists with scheduling, document management, filing, and other front-office administrative duties as assigned.
  • Communicates intake status, missing information, and follow-up needs to appropriate team members.
Essential Functions
  • Manages front-desk operations while supporting admissions workflow.
  • Handles sensitive patient and financial information with discretion and professionalism.
  • Accurately processes insurance and intake documentation under time-sensitive conditions.
  • Maintains a calm, professional demeanor when interacting with individuals and families in crisis.
  • Collaborates effectively with admissions, UR, clinical, and administrative staff.
  • Manages mail, and package delivery to the Hospital.
  • Answers incoming calls and transfers these calls to the appropriate department or individual. 
  • Prioritizes multiple tasks while maintaining attention to detail and accuracy.
Core Competencies
  • Customer/Family Focus: Provides a welcoming, respectful, and supportive experience.
  • Communication: Communicates clearly and professionally, both verbally and in writing.
  • Organization & Accuracy: Demonstrates strong attention to detail and quality documentation standards.
  • Teamwork: Works collaboratively with admissions, clinical, and administrative teams.
  • Adaptability: Adjusts effectively to changing priorities and census demands.
  • Confidentiality & Ethics: Maintains strict adherence to privacy and ethical standards.
Qualifications

Required:

  • Strong customer service and communication skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Basic computer proficiency and ability to learn electronic medical record (EMR) systems.
  • Ability to pass a state and federal background check.

Preferred:

  • Prior experience in healthcare reception, hospital intake, or admissions.
  • High school diploma or equivalent (strongly preferred)
  • Experience with insurance verification, benefits review, or financial intake processes.
  • Familiarity with behavioral health or psychiatric hospital settings.
  • Knowledge of medical insurance terminology and payer processes.
Skills & Competencies
  • Professional, welcoming demeanor
  • Attention to detail and accuracy
  • Strong organizational and time-management skills
  • Ability to work collaboratively with clinical and administrative teams
  • Comfort interacting with individuals and families in emotionally stressful situations
  • Commitment to confidentiality and ethical standards
Physical & Environmental Requirements
  • Ability to work in an office environment for extended periods
  • Ability to sit, stand, and use computer equipment for prolonged durations
  • Ability to manage high levels of confidentiality and occasional high-pressure situations
  • Ability to respond physically and emotionally to patients in crisis situations 
  • Work environment includes potential exposure to unpredictable patient behaviors 

Benefits

Why Join Ascent Behavioral Hospital?
  • Opportunity to make a meaningful impact supporting patients and families during critical moments.
  • Supportive, mission-driven work environment.
  • Competitive hourly compensation.
  • Training and growth opportunities within admissions and hospital operations.
EEO Statement

Ascent Behavioral Hospital is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment is based on qualifications, merit, and the needs of the hospital.

Ascent Behavioral Hospital provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Ascent Behavioral Hospital complies with applicable state and local laws governing nondiscrimination in employment where the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Ascent Behavioral Hospital expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Ascent Behavioral Hospital employees to perform their job duties may result in disciplinary action up to and including discharge.

Ready to make an impact? Apply today to join a team dedicated to excellence in mental health care.

Ascent Behavioral Hospital is an Equal Opportunity Employer.