Clarifi · 18 hours ago
Financial Counselor - Wright Patt Credit Union
Columbus, OH, US
Full-time
Hybrid
New Grad, Entry Level
$20.35/hr - $20.35/hrGreenPath Financial Wellness is a national nonprofit dedicated to helping individuals navigate financial challenges. The Financial Wellness Expert will provide compassionate financial counseling services to members of Wright-Patt Credit Union, both in-person and remotely, while delivering exceptional customer service and developing customized action plans for clients.
CommunitiesFinancial ServicesNon Profit
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, 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
Qualification
Required
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
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](http://www.hudhousingcounselors.com/)
Willingness to obtain National Foundation for Credit Counseling (NFCC) Certification
Benefits
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
Company
Clarifi
Clarifi specializes in consumer credit counseling service.
Founded in 1966
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$1.84MKey Investors
William Penn FoundationTD Bank
2025-05-28Grant· $0.84M
2024-03-05Grant· $1M
Recent News
The Philadelphia Inquirer
2025-05-06
Company data provided by crunchbase