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Financial Intake Jobs (NOW HIRING)

SportsMed Physical Therapy

Intake Coordinator

Glen Rock, NJ · On-site

$19.25 - $26.25/hr

The Intake Coordinator will facilitate the patient referral process by coordinating with our offices regarding verification and handling financial counseling. * Coordinate with providers, physicians ...

Brightli

Intake Coordinator

Saint Louis, MO · On-site

$17.50 - $23.75/hr

Intake Coordinator Location: Saint Louis, Missouri Department: CB Connection Services Employment ... financial consultation for you and your household at no cost • Employee Discounts - Hotels, Theme ...

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 ...

EDSI Solutions

Intake Specialist

Erie, PA · On-site

$17.25 - $23/hr

Intake Specialist Do you have a passion for making a difference in someone's life? Are you looking ... Verify financial and eligibility documentation, complete enrollment packets, and ensure accurate ...

EDSI Solutions

Intake Specialist

$18.25 - $24.25/hr

Intake Specialist Do you have a passion for making a difference in someone's life? Are you looking ... Verifying financial and eligibility documentation, completing enrollment packets, and ensuring ...

Educational Data Systems, Inc.

Intake Specialist

Erie, PA · 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 ...

Educational Data Systems, Inc.

Intake Specialist

Erie, PA · 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 ...

Quipt Home Medical

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 ...

Apply Early

SportsMed Physical Therapy

Intake Coordinator

Glen Rock, NJ · On-site

$19.25 - $26.25/hr

The Intake Coordinator will facilitate the patient referral process by coordinating with our offices regarding verification and handling financial counseling. * Coordinate with providers, physicians ...

Apply Early

Educational Data Systems, Inc.

Intake Specialist

Erie, PA · 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 ...

Apex Recovery LLC

Intake Coordinator

Columbia, TN · 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 ...

Apply Early

HELP USA

Intake Worker

Bronx, NY · On-site

$23.45/hr

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 ...

Brightli

Intake Coordinator

Saint Louis, MO · On-site

$17.50 - $23.75/hr

Intake Coordinator Location: Saint Louis, Missouri Department: CB Connection Services Employment ... Employee Assistance Program - 24/7 counseling services, legal assistance, & financial consultation ...

SportsMed Physical Therapy

Intake Coordinator

Glen Rock, NJ

$19.25 - $26.25/hr

The Intake Coordinator will facilitate the patient referral process by coordinating with our offices regarding verification and handling financial counseling. * Coordinate with providers, physicians ...

loomissayles

Client Intake Specialist

Boston, MA · Hybrid

$85K - $120K/yr

The Client Intake Specialist will act as the face of Loomis Sayles, setting the stage for a successful and welcoming client relationship, including with financial intermediaries, high net worth dual ...

loomissayles

Client Intake Specialist

Boston, MA · Hybrid

$85K - $120K/yr

The Client Intake Specialist will act as the face of Loomis Sayles, setting the stage for a successful and welcoming client relationship, including with financial intermediaries, high net worth dual ...

Shirley Ryan AbilityLab

Intake Coordinator

Chicago, IL · On-site

$18.50 - $25.25/hr

Analyzes clinical, financial and socio-demographic information to direct referral to appropriate ... The Intake Coordinator will consistently demonstrate support of the Shirley Ryan AbilityLab ...

Sralab

Intake Coordinator

Chicago, IL · On-site

$18.50 - $25.25/hr

Analyzes clinical, financial and socio-demographic information to direct referral to appropriate ... The Intake Coordinator will consistently demonstrate support of the Shirley Ryan AbilityLab ...

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Financial Intake information

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How much do financial intake jobs pay per hour?

As of Jul 7, 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, 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 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 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:
Financial Intake jobs near you
Infographic showing various Financial Intake job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.
Intake Coordinator

Intake Coordinator

SportsMed Physical Therapy

Glen Rock, NJ • On-site

$19.25 - $26.25/hr

Full-time

Medical, Life, Retirement, PTO

Posted 8 days ago

Job description

SportsMed Physical Therapy is seeking an Intake Coordinator to join our team. This person will have a key role within the organization as the first point of contact for our patients. We are looking for someone who strives for excellence on a daily basis. The right person for this position will embody a customer service mindset and have a passion for delivering exceptional patient experiences.
The Intake Coordinator's primary responsibility will be the timely intake of new patient referrals. This person will ensure that all insurance verifications/prior authorizations are completed, and all documentation and data and completed and entered in an accurate manner. The Intake Coordinator is a key position allowing the right person great growth opportunities within SportsMed Physical Therapy. Bring your outstanding commitment to customer service and come grow with us!
SportsMed Physical Therapy is a leading physical therapy practice in the northeast. Our facilities feature state of the art equipment focused on outpatient sports medicine and orthopedic conditions. Our mission is to make each of our therapy centers a patient friendly and welcoming environment to all clients and visitors. As a member of the SportsMed team, you will be integral in helping us achieve this goal. If you are driven and motivated, with an outgoing and customer-focused personality, we would be happy to welcome you to our team.
Responsibilities
  • The Intake Coordinator will facilitate the patient referral process by coordinating with our offices regarding verification and handling financial counseling.
  • Coordinate with providers, physicians, and other team members to effectively execute the referral process.
  • Communicate referral process to patients in a customer-centric way.
  • Obtains necessary information from referral sources to ensure incoming patients have timely intake.
  • Maintains a log for all incoming calls and returns referral inquiries in a timely manner.
  • Educates prospective patients, families, and physicians regarding available services.
  • Serves as a liaison between clinical and marketing staff.
  • Additional duties as assigned

You will bring
  • Ownership and accountability
  • Excellent customer service skills
  • Superior time management
  • Organization skills and attention to detail
  • Professionalism and excellence
  • Computer skills (EMR Systems, Microsoft Excel, Microsoft Outlook)
  • Experience working in a physical therapy environment, large medical organization, or hospitality background with a strong emphasis on customer service
  • Bilingual Spanish Required

What we offer
  • Competitive pay + bonus
  • Medical benefits, life and disability insurance, 401k
  • Paid time off, paid sick time, paid holidays, paid bereavement time, paid jury duty time
  • Employee discounts
  • Unmatched career growth opportunity with our continued expansion

Apply