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Financial Intake Jobs (NOW HIRING)

husadayforce

Intake Worker

New York, NY · On-site

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 ...

husadayforce

Intake Worker

New York, NY · On-site

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 ...

husadayforce

Intake Worker

New York, NY · On-site

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 ...

husadayforce

Intake Worker

New York, NY · On-site

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 ...

husadayforce

Intake Worker

New York, NY · On-site

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 ...

Landmark Healthcare, Inc.

Be Seen First

Intake Manager

Irving, TX · On-site

We're looking for a dynamic Intake Manager to lead our patient onboarding and benefit verification ... Drive Financial Performance * Oversee copay, deductible, and cost-share collection processes prior ...

Rimrock

Intake Coordinator/Financial Specialist

Bozeman, MT · On-site

$19.50 - $26.50/hr

Intake Coordinator/Financial Specialist Department: Bozeman Immediate Supervisor: Outpatient Site Manager Positions Supervised: N/A Status: Non-Exempt JOB SUMMARY: Responsible for the overall care ...

Mosaic Pediatric Therapy

Intake Manager

Charlotte, NC · On-site

As the Intake Manager, you will lead the day-to-day operations of our Intake team serving as a ... Comfort and capability in communicating financial responsibility and collect client responsibility ...

Mosaic Pediatric Therapy

Intake Manager

Charlotte, NC · On-site

As the Intake Manager, you will lead the day-to-day operations of our Intake team serving as a ... Comfort and capability in communicating financial responsibility and collect client responsibility ...

Theranica USA, Inc.

Intake Coordinator

$18.50 - $25/hr

Intake Coordinator Location: United States About Theranica Join Theranica and Revolutionize ... financial responsibility (copays, deductibles, coinsurance) in accordance with compliance ...

Benesch Law

Accounting Intake Specialist

Cleveland, OH · On-site

$62K - $84K/yr

The Accounting Intake Specialist oversees the financial onboarding of new clients and matters. Key duties include ensuring the client/matter is set up correctly in the system from the intake team ...

Elevate Care Regency

Intake Coordinator

Niles, IL

$55K - $65K/yr

Intake Coordinator / Admissions Coordinator - Elevate Care! Elevate Care is seeking a detail ... Provide Information & Assistance - Answer questions about services, financial options, and care ...

Benesch

Accounting Intake Specialist

Cleveland, OH · Hybrid

$62K - $82K/yr

The Accounting Intake Specialist oversees the financial onboarding of new clients and matters. Key duties include ensuring the client/matter is set up correctly in the system from the intake team ...

KRW Lawyers

CLIENT INTAKE SPECIALIST

Houston, TX · On-site

$16.50 - $22.25/hr

Insurance Sales • Mortgage Sales • Financial Services • Healthcare Professionals You're a top ... Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking ...

Quipt Home Medical Corp

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home ... Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade) * Knowledge of ...

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Financial Intake information

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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
What job categories do people searching Financial Intake jobs look for? The top searched job categories for Financial Intake jobs are:
Financial Intake jobs near you
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.

Intake Worker

husadayforce

New York, NY • On-site

Other

Posted 7 days ago

Job description

Program: Homebase Service Area 2 | 815 Burke Avenue, Bronx, NY 10467 

What You’ll Do

As part of New York City’s plan to end homelessness, the Department of Homeless Services established Homebase Homeless Prevention Community Resource Centers throughout New York City. Homebase programs are designed to assist families and individuals who are homeless or at imminent risk of becoming homeless to develop a plan for long-term housing stability. Homebase helps clients navigate the complicated eviction process, offers financial and money management counseling, helps clients obtain public benefits, provides short-term financial assistance, and helps with relocation if necessary.

As an Intake Worker, you’ll assess all new clients for program eligibility, answer and respond to inquiry calls, and provide program information to new and prospective clients. You’ll also collect, review, and process eligibility documentation for new clients. The Homebase program is a fast-paced environment and requires close attention to detail.

Your responsibilities will include:

  • Providing a clear and concise explanation of Homebase services to clients and collecting and reviewing initial documentation to determine clients’ program eligibility.

  • Verifying the presented housing crisis via housing court stipulations, rent demands, subsidy information, etc.

  • Assisting clients with completion of all intake forms, completing the initial intake service plan, and entering intake information into the database.

  • Referring clients to external agencies and organizations for financial assistance, legal services, and public assistance benefits as appropriate.

  • Referring clients to financial, housing, and housing court workshops.

  • Participating in program outreach by conducting presentations on the Homebase program at various community-based organizations.

  • Establishing and maintaining relationships with internal and external agencies to assist clients with their housing crises.

  • Preparing regular reports as required by regulatory agencies and ensuring that all client records comply with regulatory policies and procedures.

You’re a great fit for this role if you have:

  • High School Diploma or equivalent OR equivalent experience and skills.

  • Prior experience in case management, assessment counseling, and crisis intervention with excellent interviewing skills.

  • Strong verbal and written communication skills.

  • Ability to work in a fast-paced, demanding environment.

  • Resourceful and detail-oriented, with strong decision-making and organizational skills

  • Computer literacy, particularly with Microsoft Office applications.

  • Valid US driver’s license is a plus.

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