Financial Wellness Expert: In-Person & Remote Counseling

greenpath, inc.; Fairborn (OH); Hybrid; USD 28,000 - 30,000; Full time

Benefits offered by this job

Mileage reimbursement

Medical insurance

Dental insurance

Vision insurance

Paid holidays

PTO

Tuition reimbursement

Public Service Loan Forgiveness (PSLF)

Parental benefits

Tuition discount

Professional development

403(b) retirement plan

Job summary

GreenPath Financial Wellness provides compassionate financial counseling to Wright-Patt Credit Union members at local locations and remotely. The role involves coaching on budgeting, credit, housing, and debt, with a mix of in-person and virtual engagement.

You will help clients review credit reports and create actionable plans while upholding confidentiality. The position emphasizes ongoing training, collaborative teamwork, and adherence to organizational standards in a mission-driven

Qualifications

• 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 work in person at multiple local locations.

Responsibilities

• 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: pre-purchase, foreclosure, rental, post-loan modification, reverse mortgage counseling.
• Maintain accurate documentation and confidentiality of client information.
• Participate in ongoing training and certification maintenance.
• 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.

Skills

Typing 40 wpm

Customer service

Communication

Organization

Job description

GreenPath Financial Wellness provides compassionate financial counseling to Wright-Patt Credit Union members at local locations and remotely. The role involves coaching on budgeting, credit, housing, and debt, with a mix of in-person and virtual engagement.

You will help clients review credit reports and create actionable plans while upholding confidentiality. The position emphasizes ongoing training, collaborative teamwork, and adherence to organizational standards in a mission-driven