Bilingual Financial Eligibility & Operations Specialist

STEPHANIE GARCIA

PROFILE

Detailed-oriented bilingual professional with expertise in financial eligibility analysis, case management, and administrative operations. Maintaining data accuracy and supporting clients through informed financial guidance. Proficient in CRM systems, Microsoft Office suite, and process improvement in fast paced, compliance driven settings.

EXPERIENCE

Elevate Patient Financial ; Bakersfield - Remote

Bilingual Patient Advocate/Eligibility — Mar 2022 - Oct 2025

- Screened uninsured patients to determine eligibility for Medicare/Medicaid programs

- Completed applications for government assistant and charity programs

- Followed up with approvals and receiving accurate documentation for all cases

- Managed high volumes caseloads daily via email, phone in remote settings

- Collaborated with healthcare teams to resolve any eligibility issues

- Ensured compliance with HIPAA regulations while handling sensitive patient information and connection virtual assessments

Dollar Financial Group/Money Mart ; Huntington Beach, CA Store Manager - April 2016 - Mar 2022

- Oversaw daily store operations and generating over $900k in annual sales

- Strengthened workflow productivity by hiring, training and conducting performance reviews

- Balanced sales transactions, cash drawers and bank deposits

- Resolved customer problems by investigating issues, properly asking questions and building strong relationships with customers

- Processed daily paperwork, staff schedules and managing inventory in high volume retail environment

EDUCATION

Financial Insurance License - Nov 2024

Santa Fe High School - Diploma, 2011

SKILLS

- Microsoft Office Suite (Excel, Teams, Word)

- CRM Database Management

- Bilingual Communication (Spanish/English)

562-***-****

**************@*****.***

Bakersfield, CA

United States

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