H-1B Visa Financial Services Representative Jobs
Financial Services Representative roles at banks, credit unions, and brokerage firms qualify as H-1B visa specialty occupations when the position requires a bachelor's degree in finance, economics, or a related field. Many large financial institutions file H-1B petitions annually and have established sponsorship pipelines for this role.
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Get Access To All JobsPosition Status:
Full time
Shift:
First Shift (Days - Less than 12 hours per shift) (United States of America)
Hours per week:
40
Job Information
Exemption Status: Non-Exempt
A Brief Overview
Patient Financial Services Representative is responsible for ensuring efficient, accurate and timely processing patient accounts, uploading applications, service registration and final third-party payment account resolution after initial bill submission for automobile, workers compensation and liability patient accounts. These activities are completed following established policies and procedures, and in compliance with JCAHO, Medicare, Payer contracts, HIPAA, regulatory agencies and the organization's Code of Conduct.
Education Qualifications
- High School Diploma / GED Required
- Associate's Degree Preferred
Experience Qualifications
- 1 year Experience in healthcare financial services, patient registration, patient scheduling, or claims processing experience in the liability insurance field. Required
Skills and Abilities
- Excellent interpersonal and communication skills and the ability to exhibit patience.
- Detailed knowledge of major third-party billing and contract.
- Working knowledge of basic medical terminology.
- Ability to work productively as part of a team.
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Ability to apply concepts of basic Algebra.
What you will do
- Responsible for the processing of patient accounts after initial bill submission to final 3rd party payment resolution. This responsibility includes timely and accurate resolution of denied claims and insurance correspondence and follow-up on unpaid claims exceeding the clean claim payment cycle.
- Processes patient accounts from uploading into the clearinghouse application through final claim submission, both manual and electronic. This responsibility includes resolving remaining bill edit failures, claim submission, receipt reconciliation and rebilling when necessary.
- Collects, validates, and updates patient’s comprehensive data set and documenting in the registration system, completing electronic insurance verifications, identifying managed care issues and referring as appropriate for resolution, obtaining appropriate signatures to satisfy legal and health system requirements and completion of required forms including Medicare MSP.
- Identifies and notifies management of customer service issues and potential process/system problems that cause billing and payment errors and assists in improvement implementation as requested.
- Accurately and efficiently distributes and/or prepares various reports; processes account credit balances, refund requests, cash transfers, returned checks and unidentified payments in a timely manner.
- Accurately posts payments and adjustments and balances all entries according to payer cash processing and reconciliation procedures.
- Answers questions from other staff or clinic offices by phone or e-mail in a timely manner.
- Consistently and accurately documents accounts with activities as needed in a timely manner.
- Analyzes and resolves insurance correspondence for unpaid claims. Validates accuracy of insurance information and completed insurance verification for specific payors that do not participate in electronic eligibility by established procedures (phone calls, websites, etc.).
- Completes manual billing process for claims that cannot be sent electronically.
- Creates encounters for Physicians providing Hospital professional services including but not limited to ED professional fees, Hospital visits, Invasive procedures, Hospitalists, Radiologists, Therapies (including Chemo & Radiation), Counseling, etc.
- Generates re-bills after all edits have been resolved and re-submits claims to third-party payor.
- Identifies and correctly resolves all electronic claim edits failures in a timely manner.
- Identifies missing or incorrect requirements of rejected claims and either resolves or forwards promptly to appropriate staff for resolution.
- Monitors and completes patient accounts on billing hold for additional information within ten business days.
- Reviews and resolves unbilled encounter report. Reviews Hospital cards/interface charges/electronic charge sheets, etc. for accuracy and resolves missing/incorrect information as necessary. Reviews Posting & Exception Reports and verifies that information has been accurately recorded on the account receivable system.
Required for All Jobs
- Complies with all policies, standards, mandatory training and requirements of Stormont Vail Health
- Performs other duties as assigned
Patient Facing Options
- Position is Not Patient Facing
Remote Work Guidelines
- Workspace is a quiet and distraction-free allowing the ability to comply with all security and privacy standards.
- Stable access to electricity and a minimum of 25mb upload and internet speed.
- Dedicate full attention to the job duties and communication with others during working hours.
- Adhere to break and attendance schedules agreed upon with supervisor.
- Abide by Stormont Vail’s Remote Worker Policy and will review and acknowledge the Remote Work Agreement annually.
Remote Work Capability
- Hybrid
Scope
- No Supervisory Responsibility
- No Budget Responsibility
Physical Demands
- Balancing: Occasionally 1-3 Hours
- Carrying: Occasionally 1-3 Hours
- Climbing (Ladders): Rarely less than 1 hour
- Climbing (Stairs): Rarely less than 1 hour
- Crawling: Rarely less than 1 hour
- Crouching: Rarely less than 1 hour
- Driving (Automatic): Rarely less than 1 hour
- Driving (Standard): Rarely less than 1 hour
- Eye/Hand/Foot Coordination: Frequently 3-5 Hours
- Feeling: Occasionally 1-3 Hours
- Grasping (Fine Motor): Frequently 3-5 Hours
- Grasping (Gross Hand): Frequently 3-5 Hours
- Handling: Occasionally 1-3 Hours
- Hearing: Frequently 3-5 Hours
- Kneeling: Occasionally 1-3 Hours
- Lifting: Occasionally 1-3 Hours up to 30 lbs
- Operate Foot Controls: Rarely less than 1 hour
- Pulling: Occasionally 1-3 Hours up to 30 lbs
- Pushing: Occasionally 1-3 Hours up to 30 lbs
- Reaching (Forward): Occasionally 1-3 Hours up to 30 lbs
- Reaching (Overhead): Occasionally 1-3 Hours up to 30 lbs
- Repetitive Motions: Frequently 3-5 Hours
- Sitting: Frequently 3-5 Hours
- Standing: Occasionally 1-3 Hours
- Stooping: Rarely less than 1 hour
- Talking: Occasionally 1-3 Hours
- Walking: Occasionally 1-3 Hours
Working Conditions
- Burn: Rarely less than 1 hour
- Chemical: Rarely less than 1 hour
- Combative Patients: Rarely less than 1 hour
- Dusts: Rarely less than 1 hour
- Electrical: Rarely less than 1 hour
- Explosive: Rarely less than 1 hour
- Extreme Temperatures: Rarely less than 1 hour
- Infectious Diseases: Rarely less than 1 hour
- Mechanical: Rarely less than 1 hour
- Needle Stick: Rarely less than 1 hour
- Noise/Sounds: Rarely less than 1 hour
- Other Atmospheric Conditions: Rarely less than 1 hour
- Poor Ventilation, Fumes and/or Gases: Rarely less than 1 hour
- Radiant Energy: Rarely less than 1 hour
- Risk of Exposure to Blood and Body Fluids: Rarely less than 1 hour
- Risk of Exposure to Hazardous Drugs: Rarely less than 1 hour
- Hazards (other): Rarely less than 1 hour
- Vibration: Rarely less than 1 hour
- Wet and/or Humid: Rarely less than 1 hour
Stormont Vail is an equal opportunity employer and adheres to the philosophy and practice of providing equal opportunities for all employees and prospective employees, without regard to the following classifications: race, color, ethnicity, sex, sexual orientation, gender identity and expression, religion, national origin, citizenship, age, marital status, uniformed service, disability or genetic information. This applies to all aspects of employment practices including hiring, firing, pay, benefits, promotions, lateral movements, job training, and any other terms or conditions of employment.
Retaliation is prohibited against any person who files a claim of discrimination, participates in a discrimination investigation, or otherwise opposes an unlawful employment act based upon the above classifications.
Position Status:
Full time
Shift:
First Shift (Days - Less than 12 hours per shift) (United States of America)
Hours per week:
40
Job Information
Exemption Status: Non-Exempt
A Brief Overview
Patient Financial Services Representative is responsible for ensuring efficient, accurate and timely processing patient accounts, uploading applications, service registration and final third-party payment account resolution after initial bill submission for automobile, workers compensation and liability patient accounts. These activities are completed following established policies and procedures, and in compliance with JCAHO, Medicare, Payer contracts, HIPAA, regulatory agencies and the organization's Code of Conduct.
Education Qualifications
- High School Diploma / GED Required
- Associate's Degree Preferred
Experience Qualifications
- 1 year Experience in healthcare financial services, patient registration, patient scheduling, or claims processing experience in the liability insurance field. Required
Skills and Abilities
- Excellent interpersonal and communication skills and the ability to exhibit patience.
- Detailed knowledge of major third-party billing and contract.
- Working knowledge of basic medical terminology.
- Ability to work productively as part of a team.
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Ability to apply concepts of basic Algebra.
What you will do
- Responsible for the processing of patient accounts after initial bill submission to final 3rd party payment resolution. This responsibility includes timely and accurate resolution of denied claims and insurance correspondence and follow-up on unpaid claims exceeding the clean claim payment cycle.
- Processes patient accounts from uploading into the clearinghouse application through final claim submission, both manual and electronic. This responsibility includes resolving remaining bill edit failures, claim submission, receipt reconciliation and rebilling when necessary.
- Collects, validates, and updates patient’s comprehensive data set and documenting in the registration system, completing electronic insurance verifications, identifying managed care issues and referring as appropriate for resolution, obtaining appropriate signatures to satisfy legal and health system requirements and completion of required forms including Medicare MSP.
- Identifies and notifies management of customer service issues and potential process/system problems that cause billing and payment errors and assists in improvement implementation as requested.
- Accurately and efficiently distributes and/or prepares various reports; processes account credit balances, refund requests, cash transfers, returned checks and unidentified payments in a timely manner.
- Accurately posts payments and adjustments and balances all entries according to payer cash processing and reconciliation procedures.
- Answers questions from other staff or clinic offices by phone or e-mail in a timely manner.
- Consistently and accurately documents accounts with activities as needed in a timely manner.
- Analyzes and resolves insurance correspondence for unpaid claims. Validates accuracy of insurance information and completed insurance verification for specific payors that do not participate in electronic eligibility by established procedures (phone calls, websites, etc.).
- Completes manual billing process for claims that cannot be sent electronically.
- Creates encounters for Physicians providing Hospital professional services including but not limited to ED professional fees, Hospital visits, Invasive procedures, Hospitalists, Radiologists, Therapies (including Chemo & Radiation), Counseling, etc.
- Generates re-bills after all edits have been resolved and re-submits claims to third-party payor.
- Identifies and correctly resolves all electronic claim edits failures in a timely manner.
- Identifies missing or incorrect requirements of rejected claims and either resolves or forwards promptly to appropriate staff for resolution.
- Monitors and completes patient accounts on billing hold for additional information within ten business days.
- Reviews and resolves unbilled encounter report. Reviews Hospital cards/interface charges/electronic charge sheets, etc. for accuracy and resolves missing/incorrect information as necessary. Reviews Posting & Exception Reports and verifies that information has been accurately recorded on the account receivable system.
Required for All Jobs
- Complies with all policies, standards, mandatory training and requirements of Stormont Vail Health
- Performs other duties as assigned
Patient Facing Options
- Position is Not Patient Facing
Remote Work Guidelines
- Workspace is a quiet and distraction-free allowing the ability to comply with all security and privacy standards.
- Stable access to electricity and a minimum of 25mb upload and internet speed.
- Dedicate full attention to the job duties and communication with others during working hours.
- Adhere to break and attendance schedules agreed upon with supervisor.
- Abide by Stormont Vail’s Remote Worker Policy and will review and acknowledge the Remote Work Agreement annually.
Remote Work Capability
- Hybrid
Scope
- No Supervisory Responsibility
- No Budget Responsibility
Physical Demands
- Balancing: Occasionally 1-3 Hours
- Carrying: Occasionally 1-3 Hours
- Climbing (Ladders): Rarely less than 1 hour
- Climbing (Stairs): Rarely less than 1 hour
- Crawling: Rarely less than 1 hour
- Crouching: Rarely less than 1 hour
- Driving (Automatic): Rarely less than 1 hour
- Driving (Standard): Rarely less than 1 hour
- Eye/Hand/Foot Coordination: Frequently 3-5 Hours
- Feeling: Occasionally 1-3 Hours
- Grasping (Fine Motor): Frequently 3-5 Hours
- Grasping (Gross Hand): Frequently 3-5 Hours
- Handling: Occasionally 1-3 Hours
- Hearing: Frequently 3-5 Hours
- Kneeling: Occasionally 1-3 Hours
- Lifting: Occasionally 1-3 Hours up to 30 lbs
- Operate Foot Controls: Rarely less than 1 hour
- Pulling: Occasionally 1-3 Hours up to 30 lbs
- Pushing: Occasionally 1-3 Hours up to 30 lbs
- Reaching (Forward): Occasionally 1-3 Hours up to 30 lbs
- Reaching (Overhead): Occasionally 1-3 Hours up to 30 lbs
- Repetitive Motions: Frequently 3-5 Hours
- Sitting: Frequently 3-5 Hours
- Standing: Occasionally 1-3 Hours
- Stooping: Rarely less than 1 hour
- Talking: Occasionally 1-3 Hours
- Walking: Occasionally 1-3 Hours
Working Conditions
- Burn: Rarely less than 1 hour
- Chemical: Rarely less than 1 hour
- Combative Patients: Rarely less than 1 hour
- Dusts: Rarely less than 1 hour
- Electrical: Rarely less than 1 hour
- Explosive: Rarely less than 1 hour
- Extreme Temperatures: Rarely less than 1 hour
- Infectious Diseases: Rarely less than 1 hour
- Mechanical: Rarely less than 1 hour
- Needle Stick: Rarely less than 1 hour
- Noise/Sounds: Rarely less than 1 hour
- Other Atmospheric Conditions: Rarely less than 1 hour
- Poor Ventilation, Fumes and/or Gases: Rarely less than 1 hour
- Radiant Energy: Rarely less than 1 hour
- Risk of Exposure to Blood and Body Fluids: Rarely less than 1 hour
- Risk of Exposure to Hazardous Drugs: Rarely less than 1 hour
- Hazards (other): Rarely less than 1 hour
- Vibration: Rarely less than 1 hour
- Wet and/or Humid: Rarely less than 1 hour
Stormont Vail is an equal opportunity employer and adheres to the philosophy and practice of providing equal opportunities for all employees and prospective employees, without regard to the following classifications: race, color, ethnicity, sex, sexual orientation, gender identity and expression, religion, national origin, citizenship, age, marital status, uniformed service, disability or genetic information. This applies to all aspects of employment practices including hiring, firing, pay, benefits, promotions, lateral movements, job training, and any other terms or conditions of employment.
Retaliation is prohibited against any person who files a claim of discrimination, participates in a discrimination investigation, or otherwise opposes an unlawful employment act based upon the above classifications.
See all 471+ H-1B Visa Financial Services Representative Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Financial Services Representative Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Financial Services Representative
Verify your degree field matches the role
USCIS scrutinizes Financial Services Representative petitions when the degree field is broad. A finance, economics, or accounting degree strengthens your case. A general business degree can work but expect a Request for Evidence asking your employer to justify the specialty occupation requirement.
Use OFLC Wage Search before negotiating salary
Your employer must certify your salary meets the prevailing wage for your SOC code and metropolitan area. Pull the OFLC Wage Search figures yourself so you know the Level I through Level IV range before the offer conversation starts.
Target employers enrolled in E-Verify early
Financial firms required to verify employment eligibility through E-Verify already have the compliance infrastructure for H-1B hiring. Prioritize these employers in your search on Migrate Mate, where LCA filing history is surfaced by employer so you can confirm H-1B sponsorship track record before applying.
Ask about the LCA filing timeline at offer stage
Your employer must file and receive a certified LCA from DOL before submitting the I-129 to USCIS. For Financial Services Representative roles tied to FINRA licensing, confirm the employer won't delay the LCA while waiting for your Series 7 or Series 63 results.
Document client-facing and analytical duties separately
Petitions for this role are stronger when the job description distinguishes theoretical and practical application of financial knowledge from routine sales tasks. Work with your employer to ensure the I-129 support letter reflects duties that require a specialized degree, not just product knowledge.
Plan around the 60-day grace period if changing jobs
If you're moving from one financial employer to another, you have a 60-day grace period after your previous job ends to maintain H-1B status. Your new employer must file an H-1B transfer petition before that window closes, and you can start work once the receipt notice is issued under portability rules.
H-1B Visa Financial Services Representative: Frequently Asked Questions
Does a Financial Services Representative role qualify as an H-1B specialty occupation?
It qualifies when the position requires a bachelor's degree or higher in a specific field such as finance, economics, accounting, or business administration. Roles that primarily involve product sales without requiring specialized theoretical knowledge can face USCIS scrutiny. The strongest petitions include job descriptions that tie daily duties directly to the application of a specific body of financial or economic knowledge.
Which employers sponsor H-1B visas for Financial Services Representative positions?
Banks, credit unions, insurance companies, investment firms, and wealth management companies are the most active sponsors for this role. Migrate Mate surfaces employers with verified LCA filing history for Financial Services Representative positions, so you can focus your applications on companies that have already demonstrated a willingness to sponsor H-1B workers in this occupation.
Does holding a FINRA license affect my H-1B petition for this role?
FINRA licensing such as the Series 7 or Series 63 doesn't substitute for the degree requirement in the H-1B petition, but it can strengthen the specialty occupation argument. USCIS evaluates whether the role requires a degree, not just a license. If your employer requires licensure alongside a bachelor's degree in a related field, that combination supports the petition's specialty occupation claim.
Can I change employers if my H-1B was sponsored for a Financial Services Representative role?
Yes, H-1B portability allows you to transfer to a new employer once the new I-129 petition is filed, even before it's approved, as long as your previous status was lawful. The new employer must file a new LCA with DOL and submit the transfer petition to USCIS. You don't need to wait for approval to start work at the new financial firm.
What O*NET classification applies to Financial Services Representative roles?
The O*NET profile most commonly used is Personal Financial Advisors or Financial Services Sales Agents, depending on whether the role involves advisory duties or primarily sales within a financial institution. The SOC code on your employer's LCA determines the prevailing wage level DOL applies. Confirm the SOC code your employer plans to use before the LCA is filed, since it directly affects your certified wage floor.