Bilingual Eligibility & Financial Counselor

Savista, LLC; Vista (CA); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Comprehensive benefits

Paid time off

Career development

Wellness program

Employee discounts

Collaborative culture

Job summary

Savista, LLC is seeking an Eligibility Specialist 2 to assist patients with applying for Medicaid, Medicare, disability, and hospital charity programs. You will meet patients in person, assess eligibility, and guide them through complex applications while coordinating with hospital staff and government agencies.

The role emphasizes empathy, clear communication, and accurate documentation. Strong organization and bilingual abilities are a plus; full-time hours and a predictable schedule support

Qualifications

• High school diploma or GED required.
• 1+ years of experience in a customer-facing role (financial counseling, healthcare, social services or similar).
• Basic knowledge of state and federal assistance programs (Medicaid, Medicare, Social Security Disability).
• Strong organizational skills and attention to detail.
• Proficient with multiple software systems and platforms.

Responsibilities

• Assess eligibility for financial assistance programs with patients in person.
• Conduct phone outreach to complete screenings and documentation.
• Guide patients through Medicaid, Medicare, Disability, and hospital charity care applications.
• Collaborate with hospital staff and agencies to secure coverage and resolve issues.
• Manage a high caseload, meet deadlines, and maintain quality and KPI targets.
• Explain financial responsibilities and available assistance clearly and empathetically.
• Maintain confidential HIPAA-compliant records and use multiple systems to document data.
• Provide staffing coverage at nearby hospital locations as needed.
• Complete special projects as assigned.

Skills

Customer-facing experience

Spanish language proficiency

Education

High school diploma or GED

Job description

Savista, LLC is seeking an Eligibility Specialist 2 to assist patients with applying for Medicaid, Medicare, disability, and hospital charity programs. You will meet patients in person, assess eligibility, and guide them through complex applications while coordinating with hospital staff and government agencies.

The role emphasizes empathy, clear communication, and accurate documentation. Strong organization and bilingual abilities are a plus; full-time hours and a predictable schedule support