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Financial Intake Jobs (NOW HIRING)

Intake Manager

Forest, VA ยท Hybrid

  • Medical

  • Retirement

Collaborate with the Billing Manager to verify insurance eligibility and financial readiness * Work closely with the Client Care Manager to ensure seamless transitions between intake, scheduling, and ...

Intake Manager

Forest, VA ยท On-site

  • Medical

  • Retirement

Collaborate with the Billing Manager to verify insurance eligibility and financial readiness * Work closely with the Client Care Manager to ensure seamless transitions between intake, scheduling, and ...

Intake Coordinator

Chicago, IL

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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

Intake Coordinator

Lake Worth, FL ยท On-site

$19 - $20/hr

... financial documentation prior to admission. * Maintain accurate, complete, and compliant records in accordance with Joint Commission and organizational standards. * Maintain and update onsite intake ...

Intake Coordinator

Northbrook, IL

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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

... and financial documentation prior to admission. * Maintain and update onsite intake tracking tools (e.g., whiteboards or electronic logs) with travel details, projected bed availability, client ...

The Project Intake Manager will act as a key liaison between Finance, Legal Operations (including Conflict Management), Billing, Project Management teams, Managing Directors, and senior leadership to ...

Intake Specialist

Senath, MO ยท On-site

$15 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Intake Specialist

Senath, MO

$15 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Intake Specialist

Senath, MO ยท On-site

$15 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Intake Coordinator

Columbia, TN ยท On-site

$16.25 - $22.25/hr

The Intake Coordinator will be responsible for establishing and maintaining positive relationships ... established financial parameters in collaboration with the leadership team at APEX with ...

Intake Specialist

Erie, PA ยท On-site

$43K - $45K/yr

Then the Intake Specialist position is for you! We are seeking a dynamic and team-oriented ... Verify financial and eligibility documentation, complete enrollment packets, and ensure accurate ...

Intake Worker

Bronx, NY ยท On-site

$23.45/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Intake Specialist

Senath, MO ยท On-site

$15 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Showing results 41-60

Financial Intake information

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$12

$20

$31

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 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 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 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 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.
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.

Intake Coordinator

Banyan Treatment Centers - Texas

Castle Rock, CO โ€ข On-site

$23/hr

Full-time

Posted 11 days ago


Job description

Intake / Behavioral Health Support | Behavioral Health - SUD & MH | FT Schedule (40 hours per week)

Banyan Treatment Centers is seeking a organized and customer-serviceโ€“drivenย Intake Coordinatorย to support admissions operations within our Behavioral Health Support (BHS) team. This onsite, per-diem role plays a critical part in coordinating intake workflows, managing documentation, and serving as a professional and compassionate point of contact for clients, families, and referral partners.ย 

The Intake Coordinator supports admissions flow, maintains accurate and compliant records, and helps ensure a smooth, welcoming transition into care while upholding Joint Commission standards and organizational expectations.ย 

Why Join Banyan Treatment Centers?ย 

Banyan Treatment Centersย is a leading national provider of intensive treatment for individuals facing substance use and mental health disorders. Backed byย TPG, one of the nationโ€™s largest private equity investors, Banyan is rapidly expanding access to high-quality, compassionate care across its national footprint and telehealth programming.

As an Intake Coordinator, you will:

  • Join a mission-driven organization with nationwide reach and a strong commitment to ethical, compliant care.
  • Serve as a key onsite support in the intake process, helping clients and families navigate their first steps into treatment with clarity, compassion, and professionalism.
  • Play an essential role in supporting admissions flow through accurate documentation, timely follow-up, and adherence to accreditation standards.
  • Collaborate closely with Behavioral Health Support, Admissions, Clinical, and Facility teams in a fast-paced, team-oriented environment.
  • Make a direct impact on access to care by delivering exceptional customer service while supporting survey readiness and quality standards.ย 
Key Responsibilitiesย 
  • Monitor Salesforce for new inquiries and pending admissions requiring onsite intake support.
  • Communicate effectively with referral sources, utilization reviewers, and case managers to support admissions workflows.ย 
  • Create and maintain potential admission files in the Kipu electronic medical record (EMR).
  • Upload, organize, and track required intake documentation, including verification of benefits (VOB), pre-admission screenings, demographic and insurance information, and referral source details.
  • Assist in obtaining all required consents, identification, and financial documentation prior to admission.
  • Maintain and update onsite intake tracking tools (e.g., whiteboards or electronic logs) with travel details, projected bed availability, client summaries, and contact information.ย 
  • Serve as an onsite point of contact for clients, families, visitors, and referral partners.
  • Communicate intake steps and expectations clearly using trauma-informed, client-centered communication.
  • Assist with intake calls and screenings as needed.
  • Coordinate client travel logistics in collaboration with Behavioral Health Technician (BHT) supervisors.
  • Work closely with Behavioral Health Support, Admissions, Clinical, and Facility teams to ensure smooth, compliant transitions into care.
Qualificationsย 
  • Associateโ€™s degree and/or equivalent relevant experience.
  • One (1) to two (2) years of experience in behavioral health, substance use treatment, healthcare coordination, or healthcare-based customer service preferred.ย 
    Current CPR certification (required).
  • Strong administrative, organizational, and time-management skills.
  • Excellent verbal and written communication skills with the ability to build rapport quickly.
  • Experience with customer service, intake coordination, or sales support functions.
  • Working knowledge of confidentiality laws, accreditation requirements, and Joint Commission standards.
  • Strong attention to detail with a focus on documentation accuracy and compliance.
  • Ability to analyze information, follow procedures, and support quality improvement efforts.
  • Experience with Kipu EMR and/or Salesforce systems, preferred.
  • Prior experience supporting intake or admissions operations in a behavioral health setting, preferred.ย 
    Apply Nowย 

    If you are detail-oriented, customer-service driven, and passionate about supporting access to quality behavioral health care, we encourage you to apply by August 30, 2026.

    Banyan Treatment Centers is an equal opportunity employer.