• This position will allow you to grow your career and business, helping the people and families that look to TruStage Wealth Management for financial solutions. • The ability to service a book of business upon hire • The ability to build a strong client base with the credit union’s exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union’s member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL’s combination of tools, technology, and support • The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit union’s reputation and community standing

• The ability to service a book of business upon hire • The ability to build a strong client base with the credit union’s exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union’s member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL’s combination of tools, technology, and support • The opportunity to capitalize on the credit union’s reputation and community standing

• Serve as a subject matter expert on vendor analytics (cost, quantity, services, contract (terms, timelines, deliverables) and performance (SLA & Penalties)) and retrospective and prospective target analytics for risk adjustment programs. • Perform vendor and risk analytic studies which involves manipulating large amounts of data. • Create retrospective and prospective target lists for risk adjustment programs. • Support EDGE supplemental submission. • Identify patterns and trends in diagnostic coding practices in conjunction with risk score measurement. • Provide complete and accurate information for vendor audits (costs) and government audits (CMS) related to Risk Adjustment. • Conduct ad-hoc analysis like gap and root cause. • Periodically update process flow charts for business stakeholders. • Identify problems within Enterprise Resource Planning (ERP) system such as reporting limitations and recommend solutions. • Research, analyze, validate, and prepare data across multiple system platforms and sources for use in monitoring and reporting. • Build reports for internal customers to track various risk adjustment activities and fulfill business needs.

• Responsible for determining the patient financial component for patient services. • Estimates, communicates and collects the patient financial responsibility and provides patient financial counseling. • Assists patients in understanding their insurance benefits including their co-payment, deductible and co-insurance responsibility. • Educates patient regarding financial assistance programs when appropriate. • Obtains patient demographic information and requests financial responsibility from the patient. • Determines patient qualification for coverage by third-party payer and informs financial counselor, patient or family member of status. • Verifies all commercial insurance coverage, workers compensation insurance, TPL insurance and state and government programs. • Documents and resolves patient concerns or inquiries that are received via telephone, mail or walk-in within an established time frame. • Validates Master Patient Index according to departmental policy. • Interprets physician orders. • Performs other duties as assigned.