OPT Financial Services Representative Jobs
Financial Services Representative jobs are a strong fit for F-1 OPT students with degrees in finance, economics, business, or a related field. Many employers in banking, insurance, and wealth management actively sponsor H-1B visas, giving OPT students a realistic path to long-term work authorization in this sector.
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Get Access To All JobsJob Description
Inova Health is looking for a dedicated Patient Financial Services Representative 4 - Insurance Follow Up to join our Resolution team. This role will be full-time day shift from Monday - Friday, 8:00am - 5:00pm, Remote Role
Remote Eligibility: This position is eligible for remote work for candidates residing in the following states - VA, MD, DC, DE, FL, GA, NC, OH, PA, SC, TN, TX, WV
Inova is consistently ranked a national healthcare leader in safety, quality and patient experience. We are also proud to be consistently recognized as a top employer in both the D.C. metro area and the nation.
Featured Benefits
- Committed to Team Member Health: offering medical, dental and vision coverage, and a robust team member wellness program.
- Retirement: Inova matches the first 5% of eligible contributions – starting on your first day.
- Tuition and Student Loan Assistance: offering up to $5,250 per year in education assistance and up to $10,000 for student loans.
- Mental Health Support: offering all Inova team members, their spouses/partners, and their children 25 mental health coaching or therapy sessions, per person, per year, at no cost.
- Work/Life Balance: offering paid time off, paid parental leave, and flexible work schedules
Patient Financial Services Representative 4 Job Responsibilities
- Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
- Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
- Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
- Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
- Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
- Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
- Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
- Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager.
- May perform additional duties as assigned.
Minimum Qualifications
- Education: Associate Degree or an additional three years of experience appropriate to the position under consideration
- Experience: 3 years of Experience in revenue cycle, finance, customer service or data analytics
Preferred Qualifications
- Expertise in Insurance Follow-Up Resolutions highly preferred.
- Proficiency in hospital billing systems (e.g., Epic) and insurance verification portals.
- Insurance & Compliance Knowledge: Extensive understanding of Medicaid, Medicare, commercial insurance, and self-pay policies. Familiarity with HIPAA regulations and hospital financial assistance programs.
- Analytical & Problem-Solving Skills: Ability to analyze patient accounts, identify discrepancies, and resolve billing or insurance issues effectively.
- Preference for candidates in the Northern Virginia, District of Columbia and Maryland area
About us
We are Inova, Northern Virginia’s leading nonprofit healthcare provider. Every day, our 26,000+ team members provide world-class healthcare to the communities we serve. Our people are the reason we're a national leader in healthcare safety, quality and patient experience. And from best-in-class facilities to professional development opportunities, we support them at every step. At Inova, we're constantly striving to be ever better — to shape a more compassionate future for healthcare.
Inova Health is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender identity or expression, marital status, national or ethnic origin, political affiliation, pregnancy (including childbirth, pregnancy-related conditions and lactation), race, religion, sex, sexual orientation, veteran status, genetic information, or any other characteristics protected by law.
Job Description
Inova Health is looking for a dedicated Patient Financial Services Representative 4 - Insurance Follow Up to join our Resolution team. This role will be full-time day shift from Monday - Friday, 8:00am - 5:00pm, Remote Role
Remote Eligibility: This position is eligible for remote work for candidates residing in the following states - VA, MD, DC, DE, FL, GA, NC, OH, PA, SC, TN, TX, WV
Inova is consistently ranked a national healthcare leader in safety, quality and patient experience. We are also proud to be consistently recognized as a top employer in both the D.C. metro area and the nation.
Featured Benefits
- Committed to Team Member Health: offering medical, dental and vision coverage, and a robust team member wellness program.
- Retirement: Inova matches the first 5% of eligible contributions – starting on your first day.
- Tuition and Student Loan Assistance: offering up to $5,250 per year in education assistance and up to $10,000 for student loans.
- Mental Health Support: offering all Inova team members, their spouses/partners, and their children 25 mental health coaching or therapy sessions, per person, per year, at no cost.
- Work/Life Balance: offering paid time off, paid parental leave, and flexible work schedules
Patient Financial Services Representative 4 Job Responsibilities
- Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
- Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
- Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
- Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
- Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
- Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
- Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
- Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager.
- May perform additional duties as assigned.
Minimum Qualifications
- Education: Associate Degree or an additional three years of experience appropriate to the position under consideration
- Experience: 3 years of Experience in revenue cycle, finance, customer service or data analytics
Preferred Qualifications
- Expertise in Insurance Follow-Up Resolutions highly preferred.
- Proficiency in hospital billing systems (e.g., Epic) and insurance verification portals.
- Insurance & Compliance Knowledge: Extensive understanding of Medicaid, Medicare, commercial insurance, and self-pay policies. Familiarity with HIPAA regulations and hospital financial assistance programs.
- Analytical & Problem-Solving Skills: Ability to analyze patient accounts, identify discrepancies, and resolve billing or insurance issues effectively.
- Preference for candidates in the Northern Virginia, District of Columbia and Maryland area
About us
We are Inova, Northern Virginia’s leading nonprofit healthcare provider. Every day, our 26,000+ team members provide world-class healthcare to the communities we serve. Our people are the reason we're a national leader in healthcare safety, quality and patient experience. And from best-in-class facilities to professional development opportunities, we support them at every step. At Inova, we're constantly striving to be ever better — to shape a more compassionate future for healthcare.
Inova Health is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender identity or expression, marital status, national or ethnic origin, political affiliation, pregnancy (including childbirth, pregnancy-related conditions and lactation), race, religion, sex, sexual orientation, veteran status, genetic information, or any other characteristics protected by law.
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Get Access To All JobsTips for Finding OPT Sponsorship in Financial Services Representative
Target employers with H-1B sponsorship history
Large banks, insurance carriers, and asset management firms file H-1B petitions regularly. Prioritizing these employers means your OPT role is more likely to convert into long-term sponsorship before your authorization expires.
Confirm your role qualifies as a specialty occupation
Financial Services Representative positions vary widely. Roles requiring a finance, economics, or business degree for a specific analytical function qualify more cleanly than general sales roles, which may face specialty occupation scrutiny during H-1B filing.
Apply early relative to your OPT expiration date
H-1B cap registration opens each March for an October 1 start date. If your OPT expires before October, you need a STEM extension or cap-exempt employer to bridge the gap without an authorization lapse.
Get your FINRA licenses on file during OPT
Completing Series 6, Series 7, or Series 63 licensing during OPT strengthens your profile significantly. Licensed candidates are harder to replace, which gives employers a stronger business case to invest in H-1B sponsorship.
Disclose your OPT status clearly and early
Bring up your work authorization status before the offer stage. Employers who are unwilling to sponsor will self-select out, saving you time and letting you focus on firms that have sponsored similar roles before.
Build your case around measurable client outcomes
Financial services firms evaluate sponsorship ROI carefully. Documenting portfolio growth, client retention rates, or revenue contributed during OPT gives hiring managers concrete data to justify the sponsorship investment to legal and HR teams.
Financial Services Representative OPT: Frequently Asked Questions
Can I work as a Financial Services Representative on OPT?
Yes, if your degree is in finance, economics, business administration, or a closely related field. Your OPT employment must be directly related to your major, so a Financial Services Representative role involving financial analysis, client portfolio management, or investment advising generally qualifies. General retail sales roles with minimal connection to your degree may not meet USCIS requirements.
Does STEM OPT apply to Financial Services Representative jobs?
It depends on your degree. If you graduated with a STEM-designated program such as financial engineering, computational finance, or economics with a quantitative focus, you may qualify for a 24-month STEM OPT extension. Finance and business administration degrees are not typically STEM-designated, so most Financial Services Representative OPT students work on a standard 12-month authorization period.
How do I find Financial Services Representative jobs that sponsor H-1B visas?
Migrate Mate filters Financial Services Representative roles by employers with verified H-1B sponsorship history, so you can focus your applications on firms already familiar with the process. Large financial institutions like regional banks, insurance companies, and brokerage firms are the most consistent sponsors in this sector.
Do I need FINRA licenses to get a Financial Services Representative job on OPT?
Not always before hiring, but most employers will require you to obtain licenses such as the Series 6, Series 7, or Series 63 within the first few months of employment. Many firms sponsor the licensing process during onboarding. Arriving with at least one license already completed makes you a noticeably stronger candidate, particularly at firms evaluating sponsorship costs.
What happens to my OPT if I change employers as a Financial Services Representative?
You can change employers on OPT, but your new position must still be directly related to your degree, and you must report the change in SEVIS through your DSO within 10 days. There is no mandatory gap between jobs, but working outside your authorized field or going without employment for more than 90 cumulative days can jeopardize your OPT status.