Demo

Financial Counselor

Carolina NeuroSurgery & Spine Associates
Charlotte, NC Full Time
POSTED ON 5/14/2026
AVAILABLE BEFORE 6/11/2026
Description

About Us

Carolina NeuroSurgery & Spine Associates (CNSA), established in 1940, is one of the largest and most highly respected neurosurgical private practices in the nation. As a physician-led, multi-site organization, we are recognized for clinical excellence and innovation in brain and spine care. Through our growing MSO, PracticeCore, and strategic partnerships, we are building a scalable, forward-thinking platform to support providers and deliver exceptional patient care.

Job Objective: We are seeking a detail-oriented Financial Counselor with at least one year of experience in healthcare billing or financial counseling. The ideal candidate demonstrates strong multitasking abilities, maintains a high level of confidentiality, and consistently delivers accurate work with exceptional attention to detail.

Essential Job Responsibilities

  • Proactively identifies delinquent patient accounts and contacts patients prior to scheduled appointments to discuss outstanding balances and payment options; collaborates with front desk staff to support point-of-service collections
  • Communicates with patients via phone and in person to explain financial policies, insurance coverage, and payment plan options; assesses financial status and establishes payment arrangements in accordance with organizational guidelines.
  • Prepares and distributes patient correspondence in compliance with organizational policies and regulatory requirements.
  • Reviews and analyzes internal reports to monitor account activity; takes appropriate follow-up actions and coordinates with relevant internal and external stakeholders.
  • Processes and post patient payments accurately and in a timely manner; reconciles daily payment activity as assigned.
  • Responds to inquiries from patients, attorneys, and third parties regarding account balances and financial matters.
  • Investigates, researches, and resolves patient billing concerns or discrepancies, ensuring a high level of customer service.
  • Collaborates with the Accounts Receivable team to support overall revenue cycle operations and complete assigned tasks.

This posting is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities of this position. CNSA retains the discretion to add to or change the job responsibilities of any position at any time with or without notice

Company Culture Responsibilities

  • Reflects CNSA Core Values in all job responsibilities and interactions
  • Compassion: Treats others with compassion and empathy
  • Teamwork: Collaborates with all team members
  • Communication: Communicates effectively and with positivity
  • Integrity: Acts with integrity and accountability
  • Innovation: Remains open-minded to new ideas and continual improvement
  • Community: Treats every patient and team member as a part of the CNSA community
  • Participates in department or system wide improvement plans
  • Reports to work and adheres to assigned schedule from manager
  • Performs high quality work that is neat, accurate, complete, and on time
  • Offers help to all patients by promptly responding to requests and needs
  • Asks questions to gain full understanding of assignments
  • Uses computer for approved work purposes only, and limits personal phone calls

Monday – Friday: 8:00am – 5:00pm.

Requirements

Education: At least a High School Diploma or GED

Job Related Experience: Minimum of one year billing or front desk experience in a health care organization

Other Requirements

Performance Requirements:

Knowledge

  • Medical terminology and organizational services
  • Legal and ethical considerations related to patient information
  • HIPAA guidelines and policies
  • Customer service principles and techniques
  • Awareness and understanding of interdepartmental responsibilities for informed decision making

Skills

  • Time management, problem solving, multitasking, and prioritizing
  • Effective communication
  • Basic understanding of Microsoft Office Suite and Electronic Medical Record (EMR) systems
  • Detail orientation

Abilities

  • Establishes and maintains effective working relationships with coworkers and diverse patient populations
  • Analyzes situations and responds appropriately
  • Organizes and prioritizes information and assignments
  • Works independently with little or no supervision

Working Environment: Office-based with most communication to patients via phone, and utilization of credit card machine.

Salary.com Estimation for Financial Counselor in Charlotte, NC
$39,358 to $49,236
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