Eligibility Specialist II (Bilingual Required)

Savista, LLC; La Palma (CA); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

HSA & FSA accounts

Disability insurance

Life insurance

401(k) with company match

Paid time off

Career development

Job summary

Savista, LLC is seeking an Eligibility Specialist II to help patients access financial assistance programs across multiple hospital locations in California. The role focuses on bedside screenings, in-home visits, and clear, empathetic communication to resolve eligibility and coverage.

You will navigate Medicaid, Medicare, disability, and charity care processes, coordinating with hospitals and agencies to move cases toward resolution while meeting deadlines and quality standards.

Qualifications

• High school diploma or GED required.
• Bilingual English/Spanish preferred.
• Experience in customer-facing roles is beneficial.
• Knowledge of Medicaid/Medicare/Disability programs desired.
• Strong organizational and multitasking abilities.
• Proficient with multiple software systems and data entry.

Responsibilities

• Serve as a patient advocate, conducting advanced screenings with patients in-person at bedside, to assess eligibility for financial assistance programs.
• Perform in-home patient visits to support the completion of applications.
• Engage patients via phone outreach to facilitate screenings and documentation.
• Guide patients through complex applications for Medicaid, Medicare, Disability, and hospital charity care, ensuring timely submission of documentation.
• Independently manage application follow-up across multiple programs.
• Maintain high case-load management, meeting deadlines and KPI targets.
• Support disability applications and appeals, coordinating medical appointments and submissions.
• Collaborate with hospital staff and agencies to secure coverage and resolve eligibility issues.
• Assist in onboarding or training colleagues and sharing best practices.
• Communicate clearly and empathetically about financial responsibilities and options.
• Maintain HIPAA-compliant records and use multiple systems to document patient information.
• Provide coverage across multiple locations as needed.
• Complete special projects as assigned.

Skills

Bilingual English/Spanish

Customer-facing experience

Public assistance programs

Organizational skills

Tech savvy

Clear communication

Fast-paced environment

Independent working

Patient care orientation

Driver's license

Travel flexibility

Education

High school diploma or GED

Job description

Job Title

Eligibility Specialist II

Employment Type

Full-Time, non-exempt

Pay Range

$24.00-$26.00 per hour*

Work Schedule

Monday through Friday from 7:00am to 3:30pm (Schedule flexibility required to meet business needs)

Primary Work Location(s)

La Palma Intercommunity Hospital - 7901 Walker St, La Palma, CA, 90623

Additional Locations (Support as needed, in limited capacity)

• West Anaheim Medical Center –3033 W Orange Ave, Anaheim, CA, 92804


• Garden Grove Hospital - 12601 Garden Grove Blvd, Garden Grove, CA, 92843


• Huntington Beach Hospital - 17772 Beach Blvd, Huntington Beach, CA, 92647

Why You’ll Love This Role

As an Eligibility Specialist 2, you’ll get to make a difference in patients’ lives every day! You will be a lifeline for patients navigating some of the most stressful moments of their healthcare journey. In this role, you’ll meet directly with patients and families, listen to their stories, and help them access financial assistance programs that can remove barriers to receiving essential medical care. This role goes beyond the basics of eligibility screening. You’ll use your compassion, communication skills, and problem‑solving abilities to guide patients’ step‑by‑step through complex applications for Medicaid, Medicare, disability, and hospital charity programs. You’ll take ownership of cases that require deeper investigation, coordination with hospitals and agencies, and see them through to resolution. Every interaction you have helps someone understand their options, feel supported, and move forward with confidence. In addition, you may provide coverage across multiple hospital locations within your assigned region and support the onboarding or training of colleagues by sharing your knowledge and expertise. If you’re motivated by meaningful, people‑centered work – and you want a role where your efforts make a clear and immediate difference – this position offers the opportunity to build relationships, grow your skills, and positively impact patient lives every day.

What You’ll Do

• Serve as a patient advocate, conducting advanced screenings with patients in-person at bedside, to assess eligibility for financial assistance programs.


• Perform in-home patient visits, to support the completion of applications.


• Engage patients via phone outreach to facilitate their cooperation and support the completion of required screenings and documentation.


• Guide patients through complex application processes for programs such as Medicaid, Medicare, Disability, hospital charity care, and unique requirements for non-traditional funding, ensuring timely submission of accurate documentation.


• Independently manage application follow‑up work, ensuring applications are progressing, completed, and resolved efficiently across multiple programs.


• Manage a high case load effectively, prioritizing tasks, following up on pending applications, and meeting deadlines while also adhering to productivity and quality expectations (KPIs).


• Support disability applications and appeals processes, including coordinating medical appointments, completing applications, submitting appeals, and following through on final determinations.


• Collaborate and build relationships across teams, acting as a liaison between patients, hospital staff, and government agencies to secure coverage and resolve eligibility issues.


• Assist in onboarding, training or supporting colleagues, sharing knowledge and best practices as requested.


• Communicate with clarity and empathy, explaining financial responsibilities and assistance options in ways that patients can understand.


• Maintain accurate and confidential records, ensuring compliance with HIPAA and organizational policies.


• Use multiple systems and tools to document, track, and report on patient information.


• Support operational needs, including providing floating staffing coverage at nearby hospital locations as required.


• Complete special projects, as assigned.

What We’re Looking For

• High school diploma or GED


• Proficiency in English and Spanish


• 2+ years of experience in a customer‑facing role (financial counseling, healthcare, social services, or similar environments preferred)


• Working knowledge of state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability


• Strong organizational skills with the ability to handle higher complexity cases, multiple priorities, and maintain accuracy and attention to detail


• Tech savvy with ability to efficiently manage and navigate multiple software systems, applications, and platforms simultaneously


• Ability to explain complex information clearly and empathetically


• Comfort working in fast‑paced environments with changing priorities


• Ability to work independently, including in locations where you may be the only specialist assigned


• Genuine care for patients’ needs and concerns with ability to establish a rapport with patients through empathetic communication


• Dependable, solution oriented professional, who collaborates effectively with patients, hospital partners, and internal teams and colleagues


• Reliable transportation and a valid driver’s license


• Flexible to travel and support multiple nearby hospital locations when needed and assist with in‑home patient visits within assigned market area

What We Offer

• Comprehensive benefits: medical, dental, vision, 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, and legal insurance


• Wealth benefits: 401(k) with company match, company HSA contributions, and access to certified financial planners


• Generous paid time off: 17 days PTO for full‑time colleagues with increases based on tenure, 9 paid holidays and 40 hours of paid volunteer time each year through our Heart & Soul program


• Learning & career development: premium LinkedIn Learning access and our SOAR development program


• Wellness benefits: free Calm Premium subscription for meditation, stress relief, and sleep support as well as access to our Colleague Assistance Program (EAP) that provides access to licensed professional counselors and work/life resources


• Employee discounts: Perk Spot, discounted cell‑phone plans through Previ, and home/auto insurance discounts

About Savista

Savista RCM is a national leader in healthcare revenue cycle management, partnering with hospitals and health systems for more than 30 years. We are trusted for our deep expertise and highly specialized revenue cycle professionals, working alongside our clients as an extension of their teams. Guided by our values of Commitment, Authenticity, Respect, and Excellence (CARE), we believe our success starts with investing in our people. We foster a workplace where colleagues feel supported, included, and empowered to make a meaningful impact. With one of the industry’s most highly trained workforces and with clients all across the United States, Savista offers the stability of an established organization with the agility of a modern, people first company. Join Savista and build a career where your work directly supports patient care, strengthens healthcare operations and contributes to healthier communities, while growing in a collaborative, mission‑driven environment.

Pay Transparency Disclaimer*

Savista is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. However, specific compensation for the role will vary within the above range based on many factors including but not limited to geographic location, candidate experience, applicable certifications, and skills.

Keywords

Patient Financial Counselor, Financial Counselor, Financial Assistance Counselor, Patient Financial Advocate, Patient Advocate, Medicaid Enrollment Specialist, Charity Care, Hospital Financial Assistance, Eligibility Specialist, Case Management

Equal Opportunity Statement

SAVISTA is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, age, veteran status, disability, national origin, sex, sexual orientation, religion, gender identity or any other federal, state or local protected class.