Eligibility Specialist 3 – Team Lead (Bilingual Spanish Required)

Savista•Mesquite, TX

1d•Onsite

About The Position

Savista is hiring a full-time Eligibility Specialist 3 – Team Lead to support patients and guide colleagues in healthcare eligibility and financial assistance services. The role combines advanced eligibility work with team leadership, including hands-on onboarding, training, mentoring, daily workflow support, and acting as the team’s go-to resource. The specialist may oversee operations when the manager is absent and provide floating coverage at hospital locations within the assigned region. The position serves as a patient advocate and subject matter expert, conducting advanced eligibility screenings at patients’ bedsides, making in-home visits, and contacting patients by phone. The specialist handles complex and escalated cases involving programs such as Medicaid, Medicare, Disability, hospital charity care, and other funding sources, and follows cases through resolution. The role also involves coordinating with patients, hospital staff, government agencies, and internal teams; documenting and tracking patient information in multiple systems; and maintaining confidentiality and compliance with HIPAA and organizational policies. The primary work location is Dallas Regional Medical Center in Mesquite, Texas, with additional locations listed at Dallas Medical Center in Farmers Branch and Pampa Regional Medical Center in Pampa. The schedule is Monday through Friday, 8:00 a.m. to 4:30 p.m., with flexibility required to meet business needs. The position requires travel among nearby hospital locations and in-home patient visits within the assigned market area. Savista describes its culture as collaborative and mission-driven, guided by Commitment, Authenticity, Respect, and Excellence (CARE).

Requirements

High school diploma or GED.
Proficiency in English and Spanish.
At least 3 years of experience in healthcare eligibility, financial counseling, case management, or patient advocacy.
Demonstrated leadership, mentoring, or training experience, such as serving as a lead, trainer, preceptor, or go-to peer resource.
Advanced knowledge of state and federal assistance programs, including Medicaid, Medicare, and Social Security Disability.
Strong organizational skills and ability to manage complex cases and competing priorities while maintaining accuracy and attention to detail.
Ability to navigate multiple software systems and platforms efficiently.
Ability to explain complex information clearly and empathetically to patients and colleagues.
Comfort working in a fast-paced environment with changing priorities.
Ability to work independently and make sound decisions, including at locations where the specialist may be the only one assigned.
Empathetic communication skills and ability to establish rapport with patients.
Dependable, solution-oriented approach; ability to lead by example and collaborate effectively with patients, hospital partners, and colleagues.
Reliable transportation and a valid driver’s license.
Flexibility to travel to multiple nearby hospital locations and make in-home patient visits within the assigned market area as business needs require.

Nice To Haves

Experience with EHR systems such as Epic, Cerner, or Meditech.

Responsibilities

Lead, guide, and mentor colleagues, providing hands-on onboarding and ongoing development training.
Oversee day-to-day operations when the manager is absent and support the team’s operational needs.
Serve as a go-to resource for questions, escalations, and complex cases.
Monitor workflows and work queues, helping prioritize work and meet productivity and quality expectations.
Conduct advanced in-person bedside screenings to assess patient eligibility for financial assistance programs.
Perform in-home patient visits to support completion of applications.
Contact patients by phone to facilitate screenings, cooperation, and completion of required documentation.
Manage complex and escalated applications for Medicaid, Medicare, Disability, hospital charity care, and non-traditional funding sources through resolution.
Manage a high caseload by prioritizing tasks, following up on pending applications, meeting deadlines, and adhering to KPIs.
Share feedback with leadership about team needs, training opportunities, and workflow improvements.
Identify opportunities to improve workflows and the patient experience and recommend improvements to leadership.
Collaborate with patients, hospital staff, government agencies, and internal teams to secure coverage and resolve eligibility issues.
Explain financial responsibilities and assistance options clearly and empathetically to patients.
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 as needed.
Complete special projects as assigned.

Benefits

Medical, dental, and vision benefits.
HSA and FSA accounts.
Short-term and long-term disability insurance.
Accident, hospital indemnity, and critical illness insurance.
Life insurance, supplemental insurance, spouse and dependent life insurance, pet insurance, and legal insurance.
401(k) with company match.
Company HSA contributions.
Access to certified financial planners.
17 days of 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 and the SOAR development program.
Free Calm Premium subscription.
Colleague Assistance Program (EAP), including access to licensed professional counselors and work/life resources.
Employee discounts, including Perk Spot, discounted cell-phone plans through Previ, and home and auto insurance discounts.