GreenPath Financial Wellness · 5 hours ago

Bilingual Financial Wellness Counselor

San Juan, TX

Full-time

Remote

Entry Level

$15.40/hr - $15.40/hr

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Financial ServicesNon Profit

Growth Opportunities

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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.

Qualification

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Fluency in SpanishFluency in EnglishTyping 40 wpmNational Foundation for Credit Counseling certificationHUD Exam knowledgeFinancial counseling