Eligibility Specialist 3 – Team Lead (Bilingual Spanish Required)

Savista•Dallas, TX

2d•$26 - $28•Onsite

About The Position

Savista is hiring a full-time Eligibility Specialist 3 – Team Lead to support patients and lead colleagues in healthcare eligibility services. The role is based primarily at Dallas Regional Medical Center in Mesquite, Texas, with additional work locations 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.; flexibility is required to meet business needs. The position pays $26.00–$28.00 per hour and is non-exempt. The Team Lead handles complex patient eligibility cases while mentoring, training, and supporting colleagues. The role serves as a primary team resource, supports daily operations when the manager is absent, monitors workflows and work queues, and helps the team meet productivity and quality expectations. It also involves advanced patient screenings, including in-person bedside and in-home visits, phone outreach, application support, and coordination with hospital staff and government agencies. The specialist guides patients through applications for Medicaid, Medicare, Disability, hospital charity care, and other funding sources; manages escalated cases through resolution; and maintains accurate, confidential records in compliance with HIPAA and organizational policies. The role may require floating coverage at nearby hospital locations and travel for in-home visits within the assigned market area. Savista describes its culture as collaborative and mission-driven, grounded in 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 the ability to manage complex cases and multiple 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 fast-paced environments with changing priorities.
Ability to work independently and make sound decisions, including at locations where the employee may be the only specialist assigned.
Empathetic communication skills and ability to establish rapport with patients and respond to their needs and concerns.
Dependable, solution-oriented approach; ability to lead by example and collaborate with patients, hospital partners, internal teams, and colleagues.
Reliable transportation and a valid driver’s license.
Flexibility to travel to and support multiple nearby hospital locations and assist with in-home patient visits within the assigned market area as needed.

Nice To Haves

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

Responsibilities

Lead, guide, mentor, onboard, and provide continuous development training to colleagues.
Oversee day-to-day operations when the manager is absent and support the team’s operational needs.
Serve as the team’s resource for questions, escalations, and complex cases.
Monitor workflow and work queues and help the team prioritize work and meet productivity and quality expectations.
Conduct advanced in-person bedside screenings to assess patient eligibility for financial assistance programs.
Conduct in-home patient visits to support completion of applications.
Use phone outreach to engage patients and support completion of screenings and required documentation.
Manage complex and escalated cases involving Medicaid, Medicare, Disability, hospital charity care, and non-traditional funding sources through resolution.
Manage a high caseload, prioritize tasks, follow up on pending applications, meet deadlines, and adhere to KPIs.
Share feedback with leadership about team needs, training opportunities, and workflow improvements.
Identify opportunities to improve workflows and patient experience and recommend improvements to leadership.
Build relationships and collaborate across teams, serving as a liaison among patients, hospital staff, and government agencies 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 required.
Complete special projects as assigned.

Benefits

Medical, dental, and vision insurance.
HSA and FSA accounts.
Short-term and long-term disability insurance.
Accident, hospital indemnity, and critical illness insurance.
Life, supplemental, spouse and dependent life, pet, 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.
Perk Spot employee discounts.
Discounted cell-phone plans through Previ.
Home and auto insurance discounts.