Bilingual Financial Wellness Counselor

Requirements

• Fluency in Spanish and English required
• Pay is $15.40 per hour. Benefits Eligible  (Medical, Dental, Vision, 4 Paid Holidays, 15 PTO Days, and retirement options).
• Monday – Friday, 40 hours a week.
• Monday-Friday 8-5pm, Saturday: Rotating (about every six weeks based on service needs)
• Remote training anticipated March 2025. You’ll be trained to handle a variety of calls over the course of your 1st year of employment. 
• This position requires you to work from the office for at least 90 days before being eligible to work on a hybrid basis.
• Ability to type 40 words per minute at 80% accuracy is required 
• Working in the San Juan office
• All interview efforts have been transitioned to a virtual environment (Phone Call, Video Interview) and do not require in person meetings for consideration 
• GreenPath will thoroughly train and support you in obtaining the required certifications for this role.:
• National Foundation for Credit Counseling (NFCC):
• HUD: Learn about The HUD Exam
  
  

About Consumer

CONSUMER is a non-profit organization founded in 1990 with the objective of providing consumers with financial education and counseling services of the highest quality. Since our founding, we have helped thousands of consumers of all nationalities regain control of their personal finances. Many people have benefited from our educational programs, managing to acquire their first home, balance their budgets, rehabilitate their credit and regain peace of mind by being able to meet all their financial obligations.  

Duties And Responsibilities

• Gather and evaluate client information to determine and recommend an appropriate course of action for the client’s financial situation. Maintain confidentiality/discretion regarding client financial situation. 
• In a credit union environment and supporting a call center, counsel and provide educational materials to clients regarding budgeting, credit, money management, housing, and other financial needs. 
•  Provide all clients with an action plan detailing the recommended course of action to resolve their financial situation 
• Review client credit reports and conduct an analysis of the report and credit score with the client. 
• Discuss program fees and demonstrate the value of GreenPath programs, when appropriate to the client’s financial situation. 
• Follow up with clients after initial assessments to ensure clients have full understanding of options and recommendations presented to them regarding their financial situation. 
•  Perform Housing services such as pre-purchase, foreclosure prevention, rental, post loan modification coaching, and reverse mortgage counseling. 
•  Conduct review sessions with existing clients at clients’ request and at regularly scheduled intervals 
•  Complete ongoing training and workshops to maintain appropriate certification and licensing required for the position. 
• Communicate and respond empathetically to clients and creditors to maintain successful relationships. 
• Collaborate and interact with team members across the organization to foster teamwork and skill building. 
• Maintain GreenPath’s high standard of quality while upholding the highest standard of business ethics. 
• Adhere to GreenPaths code of conduct and a business casual dress code to maintain the expected level of professionalism.
• Perform additional functions as assigned by the Supervisor or Manager. 
  
  

 

Benefits   

What will you get out of working at CONSUMER? In addition to having the opportunity to help people from all over the country, we also have a competitive compensation and benefits package. Here are some of the additional perks our employees enjoy:   

• We all need some “me time” every once in a while. All full-time employees accrue 15 paid days off during their first year of employment, in addition to 4 company-paid holidays per year. Use it for a fabulous vacation, to play nurse (or patient) at home, or sit on your couch watching DIY marathons on HGTV all day. We don’t care – it’s your time. Enjoy. 
• Saving for Retirement?  GreenPath employees can start contributing to a 401K right away!  After one year of employment we make a monthly contribution to eligible employee’s Retirement  
• Need to reduce your student loan debt? GreenPath is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program. 
  
  

GreenPath Financial Wellness reserves the right to change this description at any time. GreenPath Financial Wellness practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship.

Monday-Friday 8-5pm, Saturday: Rotating (about every six weeks based on service needs)