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Savista

Eligibility Specialist 3 – Team Lead, Bilingual Spanish

Savista

. Lead, guide, and mentor colleagues through onboarding and continuous development training .

Posted 11/4/2026full-timeMesquite • Texas • United StatesSenior💰 $26 - $28 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in healthcare eligibility and financial counseling, with advanced knowledge of Medicaid, Medicare, and Social Security Disability programs. Proven ability to manage complex cases, mentor colleagues, and communicate effectively with patients and healthcare staff.

Highest-signal resume keywords
Healthcare Eligibility ExpertiseFinancial Counseling ExperienceLeadership And Mentoring SkillsAdvanced Knowledge Of Medicaid And MedicareProficiency In English And Spanish

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Case ManagementPatient AdvocacyDocumentation And ReportingWorkflow ImprovementEHR Systems Proficiency
Soft Skills
Empathetic CommunicationOrganizational SkillsProblem-SolvingDependabilityCollaboration
Tools & Technologies
EpicCernerMeditechMultiple Software Systems
Industry Keywords
HIPAA ComplianceFinancial Assistance ProgramsPatient ExperienceGovernment Agencies LiaisonIn-Home Patient Visits

About the role

Key responsibilities & impact
  • Lead, guide, and mentor colleagues through onboarding and continuous development training
  • Oversee day-to-day operations in the manager’s absence
  • Serve as the team resource for questions, escalations, and complex cases
  • Monitor workflows and work queues to help meet productivity and quality expectations
  • Conduct advanced in-person bedside screenings to assess eligibility for financial assistance programs
  • Perform in-home patient visits to support application completion
  • Engage patients by phone to complete required screenings and documentation
  • Manage complex and escalated applications for Medicaid, Medicare, Disability, hospital charity care, and non-traditional funding sources through resolution
  • Manage a high caseload, follow up on pending applications, meet deadlines, and adhere to KPIs
  • Share feedback with leadership regarding team needs, training opportunities, and workflow improvements
  • Identify workflow and patient-experience improvements and make recommendations
  • Liaise among patients, hospital staff, and government agencies to secure coverage and resolve eligibility issues
  • Explain financial responsibilities and assistance options clearly and empathetically
  • Maintain accurate and confidential records in compliance with HIPAA and organizational policies
  • Use multiple systems and tools to document, track, and report patient information
  • Provide floating coverage at hospital locations within the assigned region
  • Complete special projects as assigned

Requirements

What you’ll need
  • High school diploma or GED
  • Proficiency in English and Spanish
  • 3+ years of experience in healthcare eligibility, financial counseling, case management, or patient advocacy roles
  • Demonstrated leadership, mentoring, or training experience, whether as a lead, trainer, preceptor, or go-to peer resource
  • Advanced knowledge of state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability
  • Strong organizational skills with the ability to manage complex cases and multiple priorities while maintaining accuracy and attention to detail
  • Tech savvy with the ability to navigate multiple software systems and platforms efficiently
  • Experience with EHR systems such as Epic, Cerner, or Meditech is a plus
  • Ability to explain complex information clearly and empathetically to patients and colleagues
  • Comfort working in fast-paced environments with changing priorities
  • Ability to work independently and make sound decisions, including in locations where you may be the only specialist assigned
  • Genuine care for patients’ needs and concerns, with the ability to establish rapport through empathetic communication
  • Dependable, solution-oriented professional who leads by example and collaborates effectively
  • Reliable transportation and a valid driver’s license
  • Flexibility to travel and support multiple nearby hospital locations
  • Ability to assist with in-home patient visits within the assigned market area

Benefits

Comp & perks
  • Medical, dental, and vision insurance
  • HSA and FSA accounts
  • Short-term and long-term disability insurance
  • Accident insurance
  • Hospital indemnity insurance
  • Critical illness insurance
  • Life insurance, supplemental insurance, spouse and dependent life insurance
  • Pet insurance
  • Legal insurance
  • 401(k) with company match
  • Company HSA contributions
  • Access to certified financial planners
  • 17 days PTO for full-time colleagues, with increases based on tenure
  • 9 paid holidays
  • 40 hours of paid volunteer time each year through the Heart & Soul program
  • Premium LinkedIn Learning access
  • SOAR development program
  • Free Calm Premium subscription
  • Colleague Assistance Program (EAP) with access to licensed professional counselors and work/life resources
  • Perk Spot employee discounts
  • Discounted cell-phone plans through Previ
  • Home and auto insurance discounts
  • Collaborative, mission-driven culture focused on teamwork, empathy, and growth