• Conduct thorough financial assistance screenings using the HEART application and other approved tools to determine eligibility for hospital charity programs and external financial resources • Assist insured patients experiencing financial hardship by evaluating eligibility for deductible, copay, and coinsurance support programs • Manage assigned financial assistance work queues efficiently, ensuring timely and accurate completion and follow-up • Investigate and resolve insurance discrepancies, coverage conflicts, and registration-related issues to prevent downstream denials and billing delays • Communicate clearly, empathetically, and professionally with patients and families regarding financial obligations and available support pathways while maintaining confidentiality • Collaborate with Benefits Assistance, Registration, Revenue Cycle teams, and external agencies to streamline financial clearance and enhance the overall patient financial experience • Monitor cases and documentation to ensure compliance with federal and state regulations, payer policies, hospital charity care standards, and HIPAA requirements • Identify trends in financial hardship and escalate complex cases or operational barriers to leadership for timely resolution and process improvement • Maintain accurate documentation within the electronic health record and related systems to support reporting, audit readiness, and program transparency • Contribute to a culture of patient advocacy by proactively assisting families through stressful financial situations and promoting equitable access to care