[Remote] Financial Wellness Expert

Note: The job is a remote job and is open to candidates in USA. GreenPath Financial Wellness is a trusted national nonprofit with over 60 years of experience helping individuals navigate financial challenges. As a Financial Wellness Expert, you will provide compassionate, non-judgmental financial counseling to clients nationwide through phone-based services.

Responsibilities

• Deliver phone-based financial counseling services
• Respond to inbound calls, client emails, and conduct outbound service-related calls
• Gather, review, and analyze client financial information, including credit reports
• Develop and present individualized action plans and educational resources
• Discuss program options and applicable fees when appropriate
• Provide housing-related counseling services, including:
• Pre-purchase counseling
• Foreclosure prevention
• Rental counseling
• Post-loan modification coaching
• Reverse mortgage counseling
• Maintain accurate records and strict confidentiality of client information
• Complete required training and maintain applicable certifications
• Collaborate with colleagues to support service quality and organizational goals
• Perform additional duties as assigned

Skills

• Ability to work remotely from a designated home workspace
• Full-time availability: 40 hours per week, 8-hour shifts
• Willingness to obtain HUD and NFCC certifications during training
• Ability to type at least 40 words per minute with 80% accuracy
• Strong communication, organizational, and customer service skills
• Ability to maintain confidentiality and professionalism
• Fluency in both Spanish and English preferred, but not required

Benefits

• Medical, Dental, and Vision insurance options
• Paid company holidays and accrued paid time off (PTO)
• Additional Preventative Care Time Off
• 403(b) retirement plan with a 5% employer contribution after one year of employment
• Eligibility for the Public Service Loan Forgiveness (PSLF) program
• Paid parental benefits
• Up to $2,500 per year in tuition reimbursement
• Access to internal learning and development programs
• 50% tuition discount through Cleary College

Company Overview