Financial Counselor - Wright Patt Credit Union

ADP, Inc.; Fairborn (OH); Hybrid; USD 38,000 - 47,000; Full time

Benefits offered by this job

Competitive pay

Mileage reimbursement

Health insurance

Paid holidays

Job summary

GreenPath Financial Wellness partners with Wright-Patt Credit Union to provide financial counseling to members in person at local locations and remotely by phone. You will help clients review credit reports, create action plans, and offer budgeting and housing guidance as part of a compassionate, confidential service model.

The role emphasizes ongoing training, strong customer service, and collaboration within a mission-driven team, with a focus on meaningful client impact and professional

Qualifications

• Requires ability to travel weekly to Wright-Patt Credit Union locations.
• Must type at least 40 words per minute with 80% accuracy.
• Strong communication, customer service, and organizational skills.
• Ability to maintain confidentiality and professionalism at all times.
• Experience in client counseling or financial education is a plus.

Responsibilities

• Provide financial counseling in person at Wright-Patt Credit Union locations and remotely by phone.
• Deliver customer service via phone, email, and chat.
• Conduct inbound and outbound calls related to GreenPath services.
• Review client financial information including credit reports and scores.
• Develop customized action plans and provide budgeting and credit education resources.
• Discuss program options and fees and demonstrate value to clients.
• Perform housing counseling including pre-purchase, foreclosure prevention, rental counseling, post-loan modification coaching, and reverse mortgage counseling.
• Maintain accurate documentation and confidentiality of client information.
• Participate in training, certification maintenance, and professional development.
• Collaborate with colleagues to support teamwork and service excellence.

Skills

Travel weekly

Typing 40 wpm

Communication skills

Confidentiality

Customer service

Organizational skills

Job description

Fairborn, OH, US

• Paid company holidays plus accrued PTO

Financial Wellness Expert - Wright-Patt Credit Union Locations

Location: Wright-Patt Credit Union locations - Columbus, OH
Schedule: Full-Time, 40 hours/week
Pay:$20.35/hour
Start Date: October 26th

Benefits Eligible: Yes

About GreenPath Financial Wellness & Wright-Patt Credit Union

GreenPath Financial Wellness is a national nonprofit with over 60 years of experience helping people navigate financial challenges such as debt, foreclosure, bankruptcy, and credit concerns. We partner closely with Wright-Patt Credit Union, a member-owned, not-for-profit financial institution serving more than 500,000 members.

Together, we support individuals and families on their journey toward financial stability and confidence.

Get to Know GreenPath

Get to know Wright-Patt Credit Union

About the Role

As a Financial Wellness Expert, you will provide compassionate, non-judgmental financial counseling services to Wright-Patt Credit Union members both in person and remotely. You’ll split time between the local credit union locations.

This role is ideal for individuals who are passionate about personal finance, enjoy helping others navigate challenging financial situations, and are motivated by continuous learning and professional development.

What You’ll Do

• Provide financial counseling services in person at Wright-Patt Credit Union locations and remotely via phone
• Deliver exceptional customer service through phone, email, and chat
• Conduct inbound and outbound calls related to GreenPath services
• Gather, review, and analyze client financial information, including credit reports and credit scores
• Develop customized action plans and provide educational resources on budgeting, credit, money management, and housing
• Discuss program options and fees when appropriate, clearly demonstrating value to clients
• Perform housing-related counseling services, including:
  • Pre-purchase counseling
  • Foreclosure prevention
  • Rental counseling
  • Post-loan modification coaching
  • Reverse mortgage counseling
• Maintain accurate documentation and strict confidentiality of client information
• Participate in ongoing training, certification maintenance, and professional development
• Collaborate with colleagues across the organization to support teamwork and service excellence
• Adhere to GreenPath and Wright-Patt Credit Union standards, ethics, and business-casual dress code
• Perform additional duties as assigned

What You’ll Experience

• Meaningful, one-on-one conversations focused on real financial challenges such as credit card debt, mortgage delinquency, and collections
• The opportunity to make a measurable impact - GreenPath helped Wright-Patt Credit Union members pay off over $10 million in debt in the last eight years
• A supportive team environment with shared values and a mission-driven culture

Required Qualifications

• Ability to work in person at multiple local locations
• Valid driver’s license and ability to travel weekly to Wright-Patt Credit Union locations (driving is an essential function)
• Ability to type at least 40 words per minute with 80% accuracy
• Strong communication, customer service, and organizational skills
• Ability to maintain confidentiality and professionalism at all times
• Ability to sit for extended periods and operate standard office equipment

Preferred Qualifications

• Fluency in both Spanish and English (preferred, not required)
• Interest in personal finance, financial education, or counseling
• Willingness to obtain:
  • HUD Certification - Learn about The HUD Exam
  • National Foundation for Credit Counseling (NFCC) Certification

Certifications are not required to apply but must be obtained during training to continue in the role.

Training & Schedule

• Initial Training: Approximately 4 weeks
• Training is structured in modules throughout your first year to support skill development and long-term success
• This role follows a consistent weekly office rotation, working from a different Wright-Patt Credit Union location each day; locations remain the same from week to week. Saturday work is required as part of a department-wide rotation.

Remote Work Requirements

Internet

• Hard-wired internet connection (ethernet required)
• Minimum speeds:
  • 200 Mbps (single-person household)
  • 400 Mbps (two or more people)

Workspace & Security

• Private room with a closing door
• Security camera in addition to computer setup

Caregiving

• Remote work is not a substitute for childcare or elder care
• You must not be the primary caregiver during working hours

Benefits & Perks

• Competitive pay and mileage reimbursement
• Medical, Dental, and Vision insurance options
• Paid company holidays plus accrued PTO
• Additional Preventative Care Time Off
• 403(b) retirement plan with a 5% employer contribution after one year
• Eligibility for Public Service Loan Forgiveness (PSLF)
• Paid parental benefits
• Up to $2,500/year in tuition reimbursement
• Access to internal professional development programs
• 50% tuition discount through Cleary College

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.

9 AM - 6 PM Eastern Time, Rotating Saturdays

40 Hours Per Week