Financial Wellness Expert

Job not on LinkedIn

🔥 0 minutes ago

🚗 Michigan – Remote

🚗 Michigan – Remote

💵 $20 - $23 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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GreenPath

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2025

🤝 B2B

🔬 Science

⚡ Energy

B2B • Science • Energy

GreenPath is an environmental consulting firm based in Amman, Jordan, providing sustainability, ESG, and environmental and social management services across the MENA region and international markets. The multidisciplinary team—environmental specialists, climate advisors, and ESG consultants—delivers technical studies, ESHS construction supervision, carbon footprint and climate risk assessments, training, and capacity building to private companies, governmental entities, NGOs, municipalities, and international financial institutions. GreenPath focuses on helping organizations reduce environmental impact, achieve regulatory compliance, and improve operational efficiency through locally grounded solutions aligned with international best practices.

📋 Description

• Provide compassionate, non-judgmental financial counseling to clients nationwide through phone-based services • Deliver phone-based financial counseling services • Respond to inbound calls, client emails, and conduct outbound service-related calls • Gather, review, and analyze client financial information, including credit reports • Develop and present individualized action plans and educational resources • Discuss program options and applicable fees when appropriate • Provide housing-related counseling services, including: Pre-purchase counseling, Foreclosure prevention, Rental counseling, Post-loan modification coaching, Reverse mortgage counseling • Maintain accurate records and strict confidentiality of client information • Complete required training and maintain applicable certifications • Collaborate with colleagues to support service quality and organizational goals • Perform additional duties as assigned

🎯 Requirements

• Ability to work remotely from a designated home workspace • Full-time availability: 40 hours per week, 8-hour shifts • Willingness to obtain HUD and NFCC certifications during training • Certifications are not required to apply but must be obtained to continue in the role • Ability to type at least 40 words per minute with 80% accuracy • Strong communication, organizational, and customer service skills • Ability to maintain confidentiality and professionalism • Fluency in both Spanish and English preferred, but not required

🏖️ Benefits

• Medical, Dental, and Vision insurance options • Paid company holidays and accrued paid time off (PTO) • Additional Preventative Care Time Off • 403(b) retirement plan with a 5% employer contribution after one year of employment • Eligibility for the Public Service Loan Forgiveness (PSLF) program • Paid parental benefits • Up to $2,500 per year in tuition reimbursement • Access to internal learning and development programs • 50% tuition discount through Cleary College