What are the responsibilities and job description for the Financial Wellness Counselor position at greenpath, inc.?

Job Description

Requirements

Pay is $20.35. Benefits Eligible (Medical, Dental Vision, 10 Paid Holidays, 19 PTO Days, and retirement options)
Monday - Friday, 40 hours a week.
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 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
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

GreenPath Financial Wellness wholeheartedly believes a strong organization is based on the foundation of diverse groups of team members. We believe deeply in employees not only bringing their whole selves to work each day, but also feeling comfortable being their authentic self. We encourage people from each and every background and walk of life to apply for opportunities which they are passionate about and meet the qualifications. We strongly encourage people of color, LGBTQIA people, adults of any age, veterans, people with varying abilities, and people of various socio-economic backgrounds to apply. We believe you will bring meaningful viewpoints to our teams and the people we help each day.

Your Impact

As a GreenPath Financial Counselor, you will provide financial counseling services to members of local Wright Patt Credit Union offices. When you are not providing face to face counseling, you’ll have the opportunity to assist people across the United States via phone counseling. You’ll be joining a small team of GreenPath Financial Counselors who share about 12 offices local to the Fairborn, OH market. This is a unique opportunity as you will be able to meet with individuals in person to provide counseling, resources, and services to meet their unique financial needs. Conversations typically revolve around credit card debt, mortgage delinquency, and collection debts.  GreenPath Financial Wellness and Wright-Patt Credit Union are strong partners. They hold similar missions and values to support people with their financial needs. Learn more about each organization below.

GreenPath Financial Wellness

As a trusted national nonprofit focused on financial wellness for everyone, people have turned to us for more than 60 years as their guide through financial crises : overwhelming debt, foreclosure, bankruptcy, or credit challenges.   https : / / www.greenpath.com /

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 GreenPath? 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 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.

Saving for  Retirement ?  GreenPath employees can start contributing to a 403b right away!  After one year of employment we make a monthly contribution to 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  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.

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.

Omaha Location : Monday-Friday 9-6pm, Saturday : Rotating (about every six weeks based on service needs)

Nashville Location : Monday-Friday hours may vary, Saturday : Rotating (about every six weeks based on service needs)

Salary : $20

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