Remote Financial Counselor — Evening Shift

ADP, Inc.; Farmington Hills (MI); Remote; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

Paid holidays and PTO

5% employer 403(b) contribution

PSLF eligibility

Tuition reimbursement up to $2,500

50% tuition discount through Cleary

Job summary

GreenPath Financial Wellness is seeking a remote Financial Counselor to provide compassionate, phone-based counseling to clients nationwide. This full-time role features evening shifts (Eastern Time) and a strong emphasis on confidentiality and service quality.

You will create personalized action plans, assist with housing-related counseling, and progress toward HUD and NFCC certifications during training.

Qualifications

• Compensation: $20.35–$23.00 per hour based on location and bilingual incentives
• Full-time availability: 40 hours per week with evening shifts ET
• Willingness to obtain HUD and NFCC certifications during training
• Typing speed at least 40 words per minute with 80% accuracy
• Bilingual Spanish/English preferred.

Responsibilities

• Deliver phone-based financial counseling services.
• Respond to inbound calls, client emails, and conduct outbound service-related calls.
• Review client financial information, including credit reports.
• Develop individualized action plans and educational resources.
• Provide housing-related counseling (pre-purchase to reverse mortgage).
• Maintain confidentiality and accurate records.
• Complete required training and certifications.
• Collaborate with colleagues to support service quality.
• Perform additional duties as assigned.

Skills

Typing 40 wpm

Communication skills

Customer service

Bilingual Spanish/English

Job description

GreenPath Financial Wellness is seeking a remote Financial Counselor to provide compassionate, phone-based counseling to clients nationwide. This full-time role features evening shifts (Eastern Time) and a strong emphasis on confidentiality and service quality.

You will create personalized action plans, assist with housing-related counseling, and progress toward HUD and NFCC certifications during training.