Green Card Financial Counselor Jobs
Financial Counselor roles qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification, which requires your employer to document that no qualified U.S. worker is available before filing an I-140 immigrant petition on your behalf. Employers in banking, credit unions, and nonprofit agencies regularly sponsor foreign professionals in this occupation.
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About Orlando Health:
Orlando Health Horizon West Hospital is a 60-bed acute-care hospital – with room to grow to 120-beds – located in the Horizon West community of Winter Garden, Florida. The facility offers a full complement of services, including heart care with complete cardio-diagnostic capabilities, digestive health, emergency care, outpatient imaging and lab, orthopedics and sports medicine, and reflux and esophageal disorders. Advanced surgical services include minimally invasive and robotic surgery options with specialty in general, thoracic, podiatric, orthopedic and advanced gynecologic procedures. The hospital has earned Primary Stroke Center and Joint Replacement certification from The Joint Commission and a repeat “A” Safety Grade from The Leapfrog Group for Spring 2025.
Orlando Health Horizon West is part of the Orlando Health system of care, which includes award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities that span Florida’s east to west coasts, Central Alabama and Puerto Rico. Collectively, our team members honor our over 100-year legacy by providing professional and compassionate care to the patients, families and communities we serve.
Orlando Health is committed to providing you with benefits that go beyond the expected, with career-growing FREE education programs and well-being services to support you and your family through every stage of life. We begin your benefits on day one and offer flexibility wherever possible, so that you can be present for your passions. “Orlando Health Is Your Best Place to Work” is not just something we say, it’s our promise to you.
Hours
Friday, Saturday, and Sunday 7:00am - 7:30pm
Responsibilities:
Essential Functions
- Understands the importance Orlando Health places on providing exemplary customer service and performs job functions in a manner that helps meet the department customer service goals.
- Demonstrates a positive and professional approach and communicates effectively with customers and team members at all times.
- Efficiently and accurately gathers and inputs patient/guarantor demographic and financial information.
- Contacts Primary Care or Admitting Physician to obtain authorizations, diagnosis, and procedure detail as necessary.
- Explains necessary forms and obtains signatures from patient/guarantor.
- Contacts appropriate payers, verifying benefits and obtaining necessary authorizations.
- Explains insurance benefits and collects co-pays, deductibles and self-pay portions due.
- Collects for related professional care when appropriate.
- Documents authorization and benefit information in registration system.
- Assembles patient record and obtains copies of relevant documents including insurance cards, photo identification cards and any advance directives.
- Demonstrates a basic knowledge of third party reimbursement requirements and regulations.
- Exhibits competency in the use of all registration systems, electronic verification tools and Web based resources.
- Follows Patient Financial Services self-pay policies including completion of Guarantor Financial Statement Application, explanation of payment options and collections of monies due.
- Follows Patient Financial Services policies related to cash handling.
- Performs basic individual cashiering functions.
- Collects and inventories patient valuables following policy guidelines.
- Maintains basic understanding of the medical necessity screening process and appropriate systems.
- Performs appropriate pre-registration functions including calling physician offices, insurance payers and the patient/guarantor, as necessary.
- Maintains departmental logs for statistical reporting.
- Consistently meets Quality Assurance standards set by Patient Access and the department.
- Meets departmental goals regarding collections, productivity and customer service.
- Maintains flexibility in work schedule availability that allows department to change/modify work schedule to meet departmental needs.
- Meets federal, state and hospital requirements related to compliance issues.
- Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards.
- Maintains compliance with all Orlando Health policies and procedures.
Other Related Functions
- Attends and participates in department staff meetings and attends other meetings as assigned.
- Responsible for reviewing and adhering to all Patient Financial Services and departmental education initiatives.
- Meets all corporate and Patient Financial Services annual recertification and education requirements.
- Assists his/her manager in planning and organizing department activities.
Qualifications
Education/Training
- High School or equivalent.
- Must complete Patient Financial Services Orientation program and annual educational requirements.
Licensure/Certification
None.
Experience
- Two (2) years’ experience in a financial, business office, or customer service environment required.
- Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint).
- Typing proficiency.
- One (1) year PC/Windows experience.
Position Summary:
About Orlando Health:
Orlando Health Horizon West Hospital is a 60-bed acute-care hospital – with room to grow to 120-beds – located in the Horizon West community of Winter Garden, Florida. The facility offers a full complement of services, including heart care with complete cardio-diagnostic capabilities, digestive health, emergency care, outpatient imaging and lab, orthopedics and sports medicine, and reflux and esophageal disorders. Advanced surgical services include minimally invasive and robotic surgery options with specialty in general, thoracic, podiatric, orthopedic and advanced gynecologic procedures. The hospital has earned Primary Stroke Center and Joint Replacement certification from The Joint Commission and a repeat “A” Safety Grade from The Leapfrog Group for Spring 2025.
Orlando Health Horizon West is part of the Orlando Health system of care, which includes award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities that span Florida’s east to west coasts, Central Alabama and Puerto Rico. Collectively, our team members honor our over 100-year legacy by providing professional and compassionate care to the patients, families and communities we serve.
Orlando Health is committed to providing you with benefits that go beyond the expected, with career-growing FREE education programs and well-being services to support you and your family through every stage of life. We begin your benefits on day one and offer flexibility wherever possible, so that you can be present for your passions. “Orlando Health Is Your Best Place to Work” is not just something we say, it’s our promise to you.
Hours
Friday, Saturday, and Sunday 7:00am - 7:30pm
Responsibilities:
Essential Functions
- Understands the importance Orlando Health places on providing exemplary customer service and performs job functions in a manner that helps meet the department customer service goals.
- Demonstrates a positive and professional approach and communicates effectively with customers and team members at all times.
- Efficiently and accurately gathers and inputs patient/guarantor demographic and financial information.
- Contacts Primary Care or Admitting Physician to obtain authorizations, diagnosis, and procedure detail as necessary.
- Explains necessary forms and obtains signatures from patient/guarantor.
- Contacts appropriate payers, verifying benefits and obtaining necessary authorizations.
- Explains insurance benefits and collects co-pays, deductibles and self-pay portions due.
- Collects for related professional care when appropriate.
- Documents authorization and benefit information in registration system.
- Assembles patient record and obtains copies of relevant documents including insurance cards, photo identification cards and any advance directives.
- Demonstrates a basic knowledge of third party reimbursement requirements and regulations.
- Exhibits competency in the use of all registration systems, electronic verification tools and Web based resources.
- Follows Patient Financial Services self-pay policies including completion of Guarantor Financial Statement Application, explanation of payment options and collections of monies due.
- Follows Patient Financial Services policies related to cash handling.
- Performs basic individual cashiering functions.
- Collects and inventories patient valuables following policy guidelines.
- Maintains basic understanding of the medical necessity screening process and appropriate systems.
- Performs appropriate pre-registration functions including calling physician offices, insurance payers and the patient/guarantor, as necessary.
- Maintains departmental logs for statistical reporting.
- Consistently meets Quality Assurance standards set by Patient Access and the department.
- Meets departmental goals regarding collections, productivity and customer service.
- Maintains flexibility in work schedule availability that allows department to change/modify work schedule to meet departmental needs.
- Meets federal, state and hospital requirements related to compliance issues.
- Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards.
- Maintains compliance with all Orlando Health policies and procedures.
Other Related Functions
- Attends and participates in department staff meetings and attends other meetings as assigned.
- Responsible for reviewing and adhering to all Patient Financial Services and departmental education initiatives.
- Meets all corporate and Patient Financial Services annual recertification and education requirements.
- Assists his/her manager in planning and organizing department activities.
Qualifications
Education/Training
- High School or equivalent.
- Must complete Patient Financial Services Orientation program and annual educational requirements.
Licensure/Certification
None.
Experience
- Two (2) years’ experience in a financial, business office, or customer service environment required.
- Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint).
- Typing proficiency.
- One (1) year PC/Windows experience.
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Financial Counselor
Verify your degree field matches the role
PERM labor certification for Financial Counselor positions typically requires a bachelor's degree in finance, economics, or a closely related field. A degree in an unrelated discipline can trigger a DOL audit, so confirm the alignment before applying.
Target employers with PERM filing history
Use Migrate Mate to filter Financial Counselor openings by green card sponsorship history, so you're applying to employers who have already cleared PERM audits for similar roles rather than educating a first-time sponsor.
Distinguish EB-3 from H-1B before negotiating
Unlike an H-1B visa, a PERM-based green card has no annual lottery and leads to permanent residency. When evaluating offers, confirm whether the employer is committing to the full EB-2 or EB-3 process, not just a temporary work visa.
Request the prevailing wage determination early
Your employer must obtain a prevailing wage determination from OFLC before filing PERM. Cross-check the offered salary against the OFLC Wage Search for your metropolitan area to catch mismatches that can delay certification.
Document client-facing credentials and licensure
Many Financial Counselor roles require state licensure or certifications such as AFC or NFCC membership. Gathering these records before your employer files PERM strengthens the job description and reduces the chance of a DOL audit.
Confirm EB-2 eligibility if you hold a master's degree
Financial Counselors with a master's degree in finance or a related field may qualify for EB-2, which can mean a shorter priority date wait for some nationalities. Review your credentials against USCIS advanced-degree requirements before your employer selects a category.
Green Card Financial Counselor: Frequently Asked Questions
Does a Financial Counselor role qualify for EB-2 or EB-3 sponsorship?
It can qualify for either category. EB-3 covers professionals with a bachelor's degree in a relevant field such as finance or economics, and most Financial Counselor positions meet that threshold. If you hold a master's degree or higher, your employer can file under EB-2, which may offer priority date advantages depending on your country of birth.
How is PERM green card sponsorship different from an H-1B for this role?
H-1B status is temporary, subject to a lottery, and caps out at six years without further action. PERM-based EB-2 and EB-3 sponsorship is permanent, has no annual lottery for most nationalities, and results in a green card rather than a renewable work visa. The tradeoff is time: the PERM process typically takes longer to initiate than an H-1B transfer.
How do I find Financial Counselor jobs that include green card sponsorship?
Search Migrate Mate to filter Financial Counselor openings specifically by employers with documented green card sponsorship history. This helps you avoid roles where the employer has no PERM experience, which can significantly slow your case or result in withdrawal if the employer is unprepared for the labor certification audit process.
What does the PERM labor certification process look like for Financial Counselor positions?
Your employer files a prevailing wage determination with OFLC, then runs a mandatory recruitment campaign to confirm no qualified U.S. worker is available for the role. Once DOL certifies the application, your employer files an I-140 immigrant petition with USCIS. You can then apply for adjustment of status or consular processing once your priority date becomes current.
Can state licensure or certification affect my PERM application as a Financial Counselor?
Yes. If the job requires a state license or a professional certification such as an Accredited Financial Counselor credential, your employer must list that requirement in the PERM job description. Inconsistencies between posted requirements and your actual credentials can trigger a DOL audit. Align your documentation with the job description before the PERM filing begins and work with Migrate Mate to identify roles that match your existing qualifications.