Financial Counselor

Searching for a career can be overwhelming. We’re here to help and be transparent. If the items below meet your needs and career aspirations, please move forward with the application. We look forward to meeting you!

• Working remote from home or hybrid from our main office in Farmington Hills, MI
• HUD Certification and National Foundation for Credit Counseling (NFCC).
  • Learn about The HUD Exam
• Providing customer service via phone, chat, or email
• Personal finance and helping people
• Continuous learning and development
• Attending scheduled shifts on a regular, and punctual basis

• Pay ranges from $20- $23 / hour (based on language / bilingual skill set and market location)
• While not required to apply, you’ll prepare, study, and take exams to obtain a HUD Certification and National Foundation for Credit Counseling (NFCC) Certification. You must obtain the certifications during training to begin work with us as a Financial Counselor.
• Ability to work remotely from home or hybrid from home and at our office in Farmington Hills, MI
• Full Time; 40 Hours a week with 8 Hour shifts, and Benefits Eligible (Medical, Dental Vision, 11 Paid Holidays, 19 PTO Days, and retirement options)
• Work Schedule: Monday through Friday and and every other Saturday rotation.

• Position will begin training on May 27th. Initial training lasts about 4 weeks. Training days are Monday – Friday and typically 10 AM – 7 PM Eastern Time or 11 AM – 8 PM Eastern Time. After the initial training, you will begin your work schedule.
  • Training will include eLearning, Remote Learning, and a dedicated Training Professional to facilitate the experience.
  • Training is broken down into modules to be completed during your first year of employment. This approach allows you to become proficient in one area of the role, before learning a new area.
• Fluency in Spanish and English preferred, not required
• Ability to type 40 words per minute at 80% accuracy is required
• All interview efforts have been transitioned to a virtual environment (Phone Call, Video Interview) and do not require in person meetings for consideration

• Internet
  • Hard-wired internet. This means you can use an ethernet cable to connect to a modem.
  • Internet speed requirement of 200 Mbps for single person residence, and 400 Mbps for residence with 2 or more people.
• Caregiving
  • Remote Work From Home is not a replacement for caregiving, childcare, or elder care. You are unable to be a primary caregiver during working hours.
• Security
  • A room in your home with a closing door
  • A security camera in addition to your computer set-up

• In addition to inbound calls, you will respond to client emails, and conduct outbound calls to prospective clients for two of the services we offer
• Provide excellent customer service and support to GreenPath’s clients in accordance with GreenPath standards and expectations. As you can imagine, it may be difficult for someone to seek help with personal finances. Your welcoming communication and strong customer service approach will be the foundation of a positive experience for clients.
• Gather and evaluate client information. Then, determine and recommend an appropriate course of action for the client’s financial situation. Maintaining confidentiality/discretion regarding client information is critical.
• Counsel and provide educational materials to clients regarding budgeting, credit, money management, housing, and other financial needs.
• You will also develop and provide all clients with an action plan detailing the recommendations and support
• Review and analyze client credit reports 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 to ensure clients have a clear understanding of options and recommendations presented to them
• 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.
• Perform additional functions as assigned by the Supervisor or Manager.
• Perform miscellaneous office duties such as copying, data entry, word processing, filing, and faxing.
• Maintain a high level of discretion and confidentiality regarding client financial information.
• This position requires the ability to sit for extended periods of time and operate standard office equipment such as a phone and computer.

• We all need some “me time” every once in a while. All full-time employees receive 19 paid days off during their first year of employment, in addition to 10 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.
• Need some additional time to focus on preventative care? GreenPath provides all employees with additional Preventative Care Time Off to encourage all employees to be proactive about their physical wellness.
• Looking to catch up on Dental Cleanings and Annual Doctor Visits? Your health and wellness is a high priority. Medical, Dental, and Vision packages meeting a variety of needs are available to you.
• Saving for Retirement? GreenPath employees can start contributing to a 403b right away! After one year of employment, we make a monthly contribution to the eligible employee’s Retirement Account equivalent to 5% of their gross compensation.

• 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.
• Planning on growing your family? GreenPath offers paid Parental Benefits; including Maternity and Paternity benefits.
• Continuous learners can get their classroom fix in a couple of different ways. GP team members are eligible for up to $2,500 in tuition reimbursement per year. In addition, GP team members can attend courses through Invest in Yourself, an in-house educational program offering training classes on a variety of topics ranging from Cash Flow Planning to Microsoft Excel to Stress Management.
• Want to take additional college courses? We have an agreement with Cleary College where all GreenPath employees are eligible for a 50% discount on college tuition.