Financial Advisor

ABOUT US: Formerly Aurora Santa Rosa Hospital, SRBHH was opened in 2016 and is regarded as an integral part of the greater Santa Rosa and Northern California mental health system of care. Conveniently located in the North Bay, this hospital consists of 144 acute psychiatric inpatient beds. Santa Rosa Behavioral Healthcare Hospital (SRBHH) is regarded as an integral part of the greater Santa Rosa and Northern California mental health system of care. Conveniently located in the North Bay, SRBHH serves adolescents and adults. We treat both mental health and co-occurring psychiatric and substance abuse conditions. POSITION TITLE: Financial Counselor Pay: $23.50-$29.67/hour REPORTS TO (TITLE): Director of Business Office DESCRIPTION OF POSITION: The Financial Counselor will work closely with all members of the Revenue Cycle Team, Patient Access, Patient Accounts, and Case Management including case managers and social workers. Financial Counselors will also collaborate with nursing units,  physicians and their staff, insurance companies, attorneys and Center for Medicare and Medicaid Services. The Financial Counselor is responsible for admission of patients including patient interviews, and some cashiering. Duties include facilitating information to respond to inquiries pertaining to admissions and billing questions. Responsible for the coordination of all credit and collection procedures on the front end, assessing and rapid resolution of self-pay account balances, assessment of all private pay accounts, and verifying insurance and other governmental programs for inpatient and outpatient accounts. Financial Counselors are an integral part of the Revenue Cycle Team and a key component of Patient Access. Responsible for assisting with decreasing denials, increasing reimbursements, and being pro-active in assessing disposition of high dollar accounts. KEY RESPONSIBILITIES: Patient Admissions:  Arranges patient admission to facility. Receives and interviews incoming patients or relatives to obtain pertinent data and verify insurance coverage.  Types and processes necessary admission paperwork. Ensures timely communication of patient admission to other departments. Financial Counseling:  Provides financial options to patients and authorized family members prior to admission.  Assists in resolution of routine admitting inquiries.  May also interface with medical staff for information required for patient admissions. Maintain patient valuables:  Collect monies and accept patient valuables for safekeeping for patients during his or her stay at the hospital. Set up and record payments for patient services:  Set up payment arrangement with self-pay patients.  Collects co-payments when applicable. Supplemental Receptionist Coverage: Able to fill in to help the reception desk if needed, including answering and redirecting phone calls, greeting and providing callers or visitors with information, and duties related to this coverage as requested. Knowledge of Third-Party payers, Medi-Cal TAR processes, billing requirements, and reimbursement methods Knowledge of Medical Terminology Thorough understanding of charity care processing, federal poverty guidelines and indigent criteria Timely reporting of appropriate accounts is essential. Ability to understand charge description master, provide price estimates, analyze and work daily, weekly and monthly reports. Excellent Communication Skills Professional Appearance Good PC Software Skills Must work independently and maintain workflow. Knowledge of multi-registration and front-end processing. Service Excellence Handle incoming calls professionally and timely. Demonstrate service and commitment in working with peers, management team and other hospital staff. Requirements POSITION REQUIREMENTS: Knowledge and Experience: High school degree or equivalent. Knowledge of CPT/ICD-10 coding helpful. Demonstrated knowledge of medical terminology and insurance billing. Minimum of two years of healthcare billing and insurance knowledge English proficiency required. Skills and Abilities: Maintains confidentiality of patients at all times. Sensitivity to and willingness to interact with persons of various social, cultural, economic and educational backgrounds. Proficiency with software and/or equipment (Microsoft Office applications including Outlook, Word, Excel and PowerPoint.) Strong organizational skills with ability to prioritize projects, work relatively independently, manage multiple tasks, and meet deadlines. Strong written and verbal communication skills. Ability to work independently and as part of a team. Good judgment, problem solving and decision-making skills. Ability to work in a fast-paced, expanding organization. Physical Requirements: While performing the duties of this job, this position is frequently required to do the following: Use standard office equipment and access, input, and retrieve information from a computer. Use computer keyboard with manual and finger dexterity and wrist-finger speed sufficient to perform repetitive actions efficiently for extended periods of time. Communicate effectively in person or via telephone in a manner which can be understood by those with whom the person is speaking, including a diverse population. Give and follow verbal and written instructions with attention to detail and accuracy. Perform complex mental functions and basic arithmetic functions; interpret complex laws, regulations, and policies; collect, interpret, and/or analyze complex data and information. Vision: see details of objects at close range. Coordinate multiple tasks simultaneously. Reach forward, up, down, and to the side. Sit or stand for minimum periods of one hour at a time and come and go from the work area repeatedly throughout the day. Lift up to fifteen (15) pounds. #INDASR2 Benefits Health Insurance Vision Insurance Dental Insurance 401k Retirement Plan Healthcare Spending Account Life Insurance (Supplemental Life, Term and Universal plans are also available) Short and Long-Term Disability (with additional buy-in opportunities) PTO Plan with Holiday Premium Pay Discounted Cafeteria Meal Plan Tuition Reimbursement

We are seeking a skilled and detail-oriented Freelance Bookkeeper for a contract position with our real estate team. This role offers a flexible, part-time schedule, with work performed both in a home office and remotely via QuickBooks remote access. The ideal candidate will manage financial operations and occasionally assist with property management tasks.Key Responsibilities:Manage accounts payable and receivable, including bill payments and rent check deposits Reconcile bank statements and credit card transactions Prepare financial reports, including balance sheets and income statements Assist with budgeting and forecasting processes Conduct general ledger reconciliation Support property management tasks as needed, such as tenant communications and maintenance coordination Report financial data to the accountant for tax and compliance purposes Qualifications:Expert proficiency in QuickBooks (remote access experience preferred) Advanced skills in Microsoft Office, particularly Excel Experience with property management software (e.g., AppFolio, Buildium, or equivalent) is highly desired Strong attention to detail and organizational skills Ability to work independently in a hybrid (home office/remote) environment Prior bookkeeping experience in real estate or property management is a plus Requirements:Minimum of 2-3 years of bookkeeping experience Familiarity with real estate financial processes preferred Reliable internet and home office setup for remote work Excellent communication and problem-solving skills Availability for part-time hours (approximately 20-25 hours per week) as a freelance contractor Must provide own equipment and software licenses as needed Contract Details:Independent contractor position, freelance basis Flexible schedule with a mix of in-home office and remote work Compensation based on experience; invoicing required To Apply: Please send your resume, a brief cover letter, and your hourly rate to [insert contact email or application link]. Highlight your experience with QuickBooks, Microsoft Office, and any property management software, as well as your ability to work remotely. We look forward to hearing from you!Equal Opportunity Employer

The Position Our client is seeking to fill a Commercial Relationship Manager role in the Jacksonville, FL market. The successful candidate will be responsible for creating effective business plans to generate more revenue, increase brand loyalty, and improve customer satisfaction. This position offers an attractive salary of $130K plus bonus and an excellent benefits package. Commercial Relationship Manager responsibilities include: Growing and maintaining a commercial loan portfolio that conforms to the credit quality standards of the bank. Developing relationships with customers and serving as a resource for their banking needs. Working closely with retail bankers to develop client relationships and cross-selling products. Cross-selling of the Bank’s lending, depository, and Treasury Management products to new and existing bank clients. Evaluating loan requests, analyzing financial data, and determining the qualification of collateral and credit history. Developing and maintaining knowledge of internal, regulatory, and commercial guidelines. Formulating, supervising and implementing the annual Commercial and Retail Sales business plans for the division consistent with the goals and objectives of the bank. Ensure that an ongoing evaluation system is in place related to the goals and objectives set forth in the Commercial and Retail Sales business plan. Managing large or complex commercial loans as needed, and counseling loan customers on loan management and beneficial financial strategies. Providing training, motivation, and evaluation to staff in conjunction with the Human Resources Department of the Bank. Managing relationships with business banking clients by providing service and support. Delegating duties and responsibilities consistent with their goals and objectives, allowing achievement of those goals and objectives. Keeping abreast of economic trends, market conditions, and regulatory standards. Proactively assesses how changes may impact the Bank. Representing the Bank in community/economic development activities and initiatives. Ensuring Bank visibility in all aspects of the community. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree in Finance, Business, or Economics, preferred. Five or more years of relevant lending experience. Strong business development and credit risk assessment skills. Must have a proven track record in business development. Knowledge of bank regulations pertaining to lending and debt collection. Solid knowledge of relevant PC software applications, such as Word and Excel. Articulate and comfortable in communicating with all levels in a bank organization and with external customers. A successful track record – having a proven performance record as evidenced through solid financial performance, risk management, and success of staff. Benefits This position offers an attractive salary of $130K plus bonus and an excellent benefits package.

We’re looking for a friendly and organized Receptionist to join our tax firm. This role is the first point of contact for our clients and requires professionalism, strong communication skills, and attention to detail. Responsibilities: Greet and assist clients in person and over the phone Manage scheduling and appointments Handle incoming calls, emails, and correspondence Maintain client files and office organization Provide administrative support to the team Qualifications: Previous experience in customer service or office administration preferred Strong communication and organizational skills Proficiency with Microsoft Office (Word, Excel, Outlook) Professional and welcoming demeanor

Do you consider yourself to have excellent sales experience, an entrepreneurial mindset and be a great “people person?” If so, you’ve landed on the perfect career opportunity for you at New York Life. Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office. This career position includes: Running a client-based practice of your own with the backing and support of a Fortune 100 company. Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+. Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs. Promoting customized ways for clients to achieve their long-term financial goals. Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security. Networking and prospecting new clients to maximize your client-based practice.   Qualities New York Life looks for include: Direct experience in the financial services business (securities licenses required). Sales experience. Entrepreneurial mindset with desire for continuous learning. Strong communication skills – excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper. Strong business acumen and professional business demeanor. Eagerness to network, ability to develop relationships and sincere desire to help others. Desire to engage your community and leverage personal networks/contacts.   It’s your career and you deserve control of your growth. New York Life helps set you up in every way to have a successful career but you’re in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company’s career paths. At New York Life, you receive the benefits of: Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship. Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company. Support from corporate development managers and product consultants to assist you. Access to state-of-the-art marketing support.   Compensation: Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension.    Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa.   About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.

Job Posting Job title: Account Representative/Customer Service Representative Location: Pala, CA (Tribal Training Print Source) Application Deadline: Open until filled Compensation: Minimum of $23/hour. DOE Benefits: *Paid Holidays *Rich Medical, Dental & Vision *Generous Vacation & Sick *401(k) Match Status: Full Time/Regular position Job Summary This is a customer service centered position that performs all duties required to understand print requests, prepare price estimates and sales orders. This position interacts with a variety of customers from retail to resale, local and national Tribal entities intaking print requests and seeking new business. This position serves as the customer point of contact and manages communications of assigned projects for the entire order, from inquiry to estimates, order processing, and delivery. Essential Functions 1. Communicate in a timely and professional manner to customer inquiries and requests. 2. Develop client relationships by providing excellent communication between client and TTPS staff. 3. Prepare print job estimates under the supervision of the Lead Account Rep/CSR and Assistant Director by gathering proposals, specifications and related documents. 4. Conduct competitive bidding, procurement, price negotiations and budgeting. 5. Research and price print materials and promotional products, contact vendors to obtain pricing. 6. Follow through and maintain the job workflow process from initial estimate through revisions, through final sales acceptance, order processing, and delivery. 7. Intake and assist with all internal SCTCA print orders. 8. Work closely with the TTPS team to understand shop capabilities and capacities while preparing a job quote and sales order. 9. Other duties as assigned including but not limited to, light bindery duties (folding, sorting, collating) and general office work. Job Requirements and Qualifications Education: Minimum High School Diploma or equivalent. Associate degree preferred. Experience & Requirements: Minimum of 1 years (3 years preferred) commercial print industry experience either as an estimator or customer representative. • Good understanding of the print industry, sales, and production workflow is required. • Previous print and promotional product estimating/sales are preferred. • Experience using Ordant or printing estimating and order management software are preferred. • Knowledge of local tribes and programs preferred. • Experience using QuickBooks and Microsoft Excel are a plus. • Some graphics knowledge and experience are a plus. Skills: Excellent verbal and written communication. Strong customer service. Attention to detail. Highly organized. Able to accept direction from supervisors and work independently when needed to meet deadlines. Physical: Typically requires sitting for extended periods of time. Lifts and moves objects on occasion weighing up to 35 pounds with assistance. Primarily an indoor office environment. Conditions of Employment: Candidates are required to successfully complete a background check and drug screening. Other Information In addition to the essential duties listed above the Account Representative/Customer Service Representative is expected to: 1. Communicate regularly with supervisor about department issues. Must possess excellent communication skills both orally and in writing. 2. Demonstrate efficient time management and prioritizes workload daily. 3. Consistently report to work on time prepared to perform the duties of the position. 4. Demonstrate tact and a high level of professionalism due to the sensitive and highly confidential nature of the position. About Our Company The Southern California Tribal Chairmen's Association (SCTCA) is a multi-service non-profit corporation established in 1972 for a consortium of 25 federally-recognized Indian tribes in Southern California. The primary mission of SCTCA is to serve the health, welfare, safety, education, cultural, economic and employment needs of its tribal members and enrolled Indians in the San Diego County urban areas. A board of directors comprised of tribal chairpersons from each of its member Tribes governs SCTCA. How to Apply Preferred method: Apply online at http://sctca.applicantpro.com/ A. Apply in person and submit a completed Application for Employment with a resume to the Human Resources office*, located at 11475 Nejo Rd. Bldg H. Pala, CA 92059. *Office subject to closures. B. Fax a completed Application for Employment and resume to 760-742-8610. Note: The Application for Employment can be found at www.sctca.net, under the “Careers” link. Next Step in the Process 1. If you are selected to move forward, you will be emailed an online assessment. 2. If you are not selected, you will receive a denial email. Note: These emails could possibly go to the spam folder, so please check there as well. SCTCA IS AN “AT-WILL” EQUAL OPPORTUNITY EMPLOYER WITH NATIVE AMERICAN PREFERENCE To be considered under Native American Preference, you must submit verification of Tribal affiliation with your application.