Financial Coordinator

POSITION SUMMARY

Are you someone who loves creating order, solving problems, and helping patients feel confident about the financial side of their treatment? Do you enjoy building relationships, staying organized, and being an important part of a positive team culture? If so, you are exactly who we are looking for. At Coastal Smiles Orthodontics , we are committed to creating an extraordinary experience for our patients and our team. We are looking for a Financial Coordinator who is professional, dependable, detail-oriented, and excited to help patients understand their financial options while protecting the practice's financial integrity. This role is ideal for someone who enjoys both numbers and people. Someone who can communicate clearly, stay calm under pressure, and confidently manage financial systems in a busy orthodontic environment. Our practice is an environment that encourages growth, values teamwork, and supports you in becoming your best self. Our office culture is built around kindness, accountability, positivity, and a shared commitment to excellent patient care. We believe that every interaction matters, and this position plays a major role in helping patients move forward with treatment with clarity in their financial arrangements. We can't wait to meet you. Smile Big. Dream Bigger.

Responsibilities:

• Present financial arrangements and review payment options with patients and families
• Explain contracts, payment policies, and office financial expectations clearly and confidently
• Verify insurance benefits and help patients understand orthodontic coverage
• Post payments accurately and maintain patient financial accounts
• Monitor accounts receivable and follow up on overdue balances
• Process financial paperwork and maintain organized, accurate records
• Communicate professionally with patients regarding balances, payment plans, and insurance matters
• Support the team with administrative duties as needed
• Work closely with the doctor, treatment coordinator, and office team to support practice goals
• Uphold the financial systems and policies of the practice with consistency and integrity

Requirements:

• Strong attention to detail and excellent organizational skills
• Professional communication skills and confidence discussing finances
• Ability to multitask and stay focused in a fast-paced office
• Positive attitude and team-oriented mindset
• Strong computer skills and comfort learning orthodontic software
• Ability to maintain confidentiality and professionalism at all times
• Previous dental, orthodontic, insurance, or financial coordination experience is preferred
• Bilingual in Spanish and English is preferred but not required
• Must be dependable, motivated, and willing to grow

JOB TYPE

Full Time (Monday-Thursday) with possibility of Fridays. 32-36 hr/wk

SALARY:

$20-28/hr depending on experience

LOCATIONS

Travel between 2 offices (Santa Maria and Arroyo Grande)

BENEFITS

• 401 K
• Employee Discount for orthodontic treatment for you and your immediate family
• Paid Time Off
• Be part of a team dedicated to crafting beautiful smiles and giving back to the community on the

Central Coast Pay:

$20.00 - $28.00 per hour

Benefits:

401(k) 401(k) matching Employee discount Paid time off

Experience:

Customer Service:

1 year (Preferred) Ability to

Commute:

Arroyo Grande, CA 93420 (Required)

Work Location:

In person