Description

General Purpose of Job 

Provide excellent customer service to the hospital clients and our borrowers/ patients. This person will also be performing all servicing functions for the Medfinancial portfolio in taking inbound calls to establish payment plans for medical treatment(s). In loan establishment, the Financial Advocate is responsible for explaining the extended payment program and partnership with our client, obtain account information from the patient, overview of repayment options/ terms, obtain required documentation, collect payment(s), and counsel on follow up schedule/ next steps.

Duties and Responsibilities (Daily and Monthly)

• Maintain a positive work atmosphere by behaving and communicating in a manner so that you get along with customer, clients, co-workers, and management.
• Responsible for the security of workstation and work area regarding the confidentiality of the data and the systems.
• Review Employee Handbook quarterly for changes and updates.
• Maintain good attendance and punctuality.
• Maintain acceptable / proper dress and behavior.
• Maintain positive attitude under stress.
• All employees are expected to represent the company and its interest in a positive, professional manner inside and outside of the corporate environment.
• Work and communicate in a team environment.
• Type data into required systems with both speed and accuracy.
• Handle inbound phone calls from hospitals and patients.
• Work dialer call and / or make outbound phone calls to patients.
• Responsible for OnBase management to your assigned hospital/hospitals.
• Complete manual tasks, in a timely manner, as assigned by team leader or supervisor.
• Maintain department standards and achieve goals.
• Provide feedback to department and company.
• Effective time management & organizational abilities – complete assigned projects in a timely manner.
• Meet Medfinancial standards/expectations for call statistics, KPI’s, quality, and schedule adherence.
• Assist with projects as needed.
• Maintain confidentiality.
• Other duties deemed necessary.