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Financial Intake Jobs (NOW HIRING)

Financial Intake/Office Assistant

Benton Harbor, MI · On-site

$15.50 - $20.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial intake process and determination of Ability to Pay · Updates financial, demographic and QI information · Verifies insurance coverage and eligibility · Completes support staff and ...

Financial Intake/Office Assistant

Benton Harbor, MI · On-site

$15.50 - $20.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial intake process and determination of Ability to Pay • Updates financial, demographic and QI information • Verifies insurance coverage and eligibility • Completes support staff and ...

Financial Counselor

Norman, OK · On-site

$17 - $22/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

Dayton, OH · On-site

$16.75 - $21.75/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 ...

Front Office Assistant

Elyria, OH · On-site

$14.25 - $19/hr

The Front Office Assistant is responsible for conducting financial intake interviews with clients. This position also rotates coverage for front desk reception and financial intake duties as needed.

New

Front Office Assistant

Elyria, OH · On-site

$14.25 - $19/hr

The Front Office Assistant is responsible for conducting financial intake interviews with clients. This position also rotates coverage for front desk reception and financial intake duties as needed.

New

Financial Navigator

Chicago Ridge, IL · On-site

$19.25 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Responsibilities Financial Intake & Research: • Conduct thorough insurance benefits investigations for all new oncology patients • Calculate individualized out-of-pocket cost estimates prior to ...

Financial Navigator

Chicago Ridge, IL · On-site

$19.25 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Responsibilities Financial Intake & Research: • Conduct thorough insurance benefits investigations for all new oncology patients • Calculate individualized out-of-pocket cost estimates prior to ...

IT Project Manager

Richmond, VA · On-site

$97K - $115K/yr

Financial & Intake Monitoring: Track project budgets, forecasts, and actual expenditures while supporting intake, planning, and prioritization tasks. * Process Improvement: Maintain standard ...

Accounting Intake Specialist

Cleveland, OH · Hybrid

$17.25 - $23/hr

  • Retirement

  • PTO

Be the financial gatekeeper for new client and matter setup * High visibility across Finance, Billing, and Intake teams * Opportunity to develop expertise in legal accounting and billing operations ...

Intake Specialist

Nanuet, NY · On-site

$34K - $52K/yr

Protect confidential patient and financial information. * Meet established quality, productivity, attendance, and turnaround-time expectations. * Escalate unusual or unresolved intake concerns to the ...

Intake Specialist

Boca Raton, FL · On-site

$16.75 - $22.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Authorization & Financial Clearance Support * Support prior authorization submission by ensuring accurate and complete intake documentation * Assist in gathering clinical documentation required for ...

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Financial Intake information

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How much do financial intake jobs pay per hour?

As of Aug 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 are the key skills and qualifications needed to thrive as a financial intake specialist?

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 is a financial intake?

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 does a financial intake do?

A financial intake involves collecting and reviewing clients' financial information to assess their eligibility for services or programs. It typically includes gathering documents, verifying income, and documenting financial details, often using specialized software or forms. This process helps ensure accurate financial assessment and proper case management.

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.

More about Financial Intake jobs

What job categories do people searching Financial Intake jobs look for?

The top searched job categories for Financial Intake jobs are:

Infographic showing various Financial Intake job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

EdPlus Financial Intake Specialist

Arizona State University

Scottsdale, AZ • On-site

$52K/yr

Other

Medical, Retirement

Re-posted 6 days ago


Arizona State University rating

7.7

Company rating: 7.7 out of 10

Based on 88 frontline employees who took The Breakroom Quiz

260th of 618 rated colleges and universities


Job description

Job Profile:
Student Support Specialist 2
Job Family:
Student Support Services
Time Type:
Full time
Apply before 11:59 PM Arizona time the day before the posted End Date.
Minimum Qualifications:
Bachelor's degree and three (3) years of experience appropriate to the area of assignment/field; OR, Any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.
Job Profile Summary:
Connects students to a variety of academic, professional, and personal support services to overcome academic and non-academic barriers and enhance their skills to increase persistence and graduation rates.
Job Description:
Do you excel at helping students in a fast-paced, high-volume environment? Are you familiar with higher education financial aid policies and procedures? Then keep reading below for this EdPlus Financial Intake Specialist opportunity!
ASU EdPlus is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. We advance the economic, social, cultural, and overall health of the local, national, and international communities served by ASU.
Want to know more about working at EdPlus? Watch this short video!
We are seeking a highly motivated, energetic and articulate EdPlus Financial Intake Specialist to join our high-performing team in the Success Coaching Center. Every day you will make a difference in the lives of others by assisting with the completion of necessary financial aid documents to ensure students are eligible for their financial aid certification. You will also perform outreach to students (and where applicable, other institutions) to facilitate collection of documentation to complete files. You will also answer general financial aid questions for students and work to resolve any obstacles to the students' progress.
Essential Duties:
  • Collects and reviews financial aid documents for completeness, accuracy, and consistency of data from FAFSA, federal tax returns, financial aid transcripts, and other verification documents.
  • Requests additional information regarding incomplete or inconsistent applications.
  • Answers questions, inquiries, or requests of students and staff regarding financial aid eligibility and awards.
  • Works as a liaison between staff and students to ensure optimal student experience and processing times.
  • Serves as part of a support team for online students.
  • Manages outbound call/ text/email campaigns as instructed by the Lead to ensure financial aid file completion.
  • Proactively partners with the FASS team to escalate students requiring tier 2 assistance.
  • Follows up on document/student action requests as directed by Lead to ensure accurate, timely receipt of financial aid information.
  • Assumes or coordinates other duties or projects as assigned or directed.
Desired Qualifications:
  • Bachelor's degree or higher in a related field.
  • Experience in providing customer service.
  • Experience in supporting students from diverse backgrounds via telephone, email, video, and chat.
  • Experience using customer relationship management systems.
  • Demonstrated ability to multi-task.
  • Demonstrated knowledge of financial aid policies and procedures.
  • Experience with Microsoft Office applications.
  • Experience in a high-volume, fast-paced call center environment.
  • Demonstrated knowledge of government rules, regulations, guidelines, and procedures related to financial aid.
NOTE: Please answer the following questions in your cover letter:
  • This role requires frequent outreach to students to resolve issues and support their progress. Provide an example of how you handled a high volume of student interactions (calls, emails, or texts) while maintaining a high level of customer service and ensuring timely resolution.
  • Describe your experience reviewing financial aid or similar documentation for accuracy and completeness. How do you ensure compliance with policies and manage follow-up on missing or inconsistent information in a high-volume environment?
Salary & Benefits:
$51,500 - $60,200 per year; DOE
The target salary for this position is $52,000 per year.
ASU offers a total compensation package that includes valuable employee benefits. See the ASU Benefits website to explore options.
  • Healthcare
  • Financial Security
  • Retirement
  • Family Resources
  • Tuition Reduction (Eligible ASU Employee, their dependents, and spouse)
  • Discounts
Working Environment:
EdPlus at ASU is located at SkySong, the ASU Scottsdale Innovation Center. The Center houses a diverse business community that links technology, research, education, and entrepreneurship to position ASU and Greater Phoenix as global leaders in the knowledge economy.
EdPlus at ASU supports flexible work options, ranging from alternate work schedules to hybrid remote work schedules, subject to approvals per ASU policy.
Applicant must be eligible to work in the United States; EdPlus at ASU will not be a sponsor for this position.
Department Statement:
EdPlus defines itself through a culture of curiosity, risk-taking and refusing to accept the status quo. As a central enterprise unit for ASU focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education, our commitments support the university charter. ASU is a national service university and aspires to accelerate positive social outcomes through the seamless integration of cutting-edge technological innovation and scalability.
EdPlus employees are valued, respected, and encouraged to be their unique selves. We know that our ability to deliver high-quality services and educational experiences is strengthened by our culture. Our innovative approach drives outcomes through serving learners, achieving milestones, striving for excellence, solving problems, embracing urgency, and being bold.
ASU EdPlus
Driving Requirement:
Driving is not required for this position.
Location:
Off-Campus: Scottsdale
Funding:
No Federal Funding
Instructions to Apply:
Current employees, student workers seeking staff opportunities, and students applying for student worker positions must apply directly through the Workday Jobs Hub.
Please use the link below to log in using single sign-on.
https://www.myworkday.com/asu/d/inst/1$9925/9925$26136.htmld
To be considered, your application must include all of the following attachments:
  • Cover letter
  • Resume or CV

Multiple documents may be uploaded in the attachments section. Alternatively, applicants may combine all required materials into a single PDF for submission. Please ensure uploaded documents are clearly labeled and include your name.
Please ensure your resume includes all employment information in month and year format, for example 6/04 to 8/14, along with job title, job duties, and employer name for each position. Your resume should clearly demonstrate how your experience and background meet the minimum and desired qualifications for this position. Incomplete applications or missing required materials may not be considered.
Important: Do not withdraw your application to make edits. Once an application is withdrawn, it cannot be edited, reactivated, or replaced with a new submission. If you have questions or need assistance, please contact The Office of Human Resources Talent Acquisition before the posting close date.
Graduate Assistant, Intern and part-time positions are counted as half time for experience equivalency, meaning one year equals six months of experience.
Only electronic applications will be accepted for this position. By submitting an application, you confirm that the information provided is accurate and complete.
ASU Statement:
Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation's fifth largest city. ASU champions inclusive excellence, and welcomes students from all fifty states and more than one hundred nations across the globe.
ASU is a tobacco-free university. For details visit https://wellness.asu.edu/explore-wellness/body/alcohol-and-drugs/tobacco
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other basis protected by law.
Notice of Availability of the ASU Annual Security and Fire Safety Report:
In compliance with federal law, ASU prepares an annual report on campus security and fire safety programs and resources. ASU's Annual Security and Fire Safety Report is available online at https://www.asu.edu/police/PDFs/ASU-Clery-Report.pdf. You may request a hard copy of the report by contacting the ASU Police Department at 480-965-3456.
Relocation Assistance - For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit https://cfo.asu.edu/az-resources.
Employment Verification Statement:
ASU conducts pre-employment screening which may include verification of work history, academic credentials, licenses, and certifications.
Background Check Statement:
ASU conducts pre-employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful passing of the background check.
Fingerprint Check Statement:
This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.

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