Financial Wellness Expert

Job not on LinkedIn

🕒 September 2

🏄 California, Florida, +7 more states – Remote

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💵 $20 - $23 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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👻 Ghost score 1%

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🗣️🇪🇸 Spanish Required

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Logo of GreenPath

GreenPath

1 - 10 employees

Founded 2025

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

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 empathetic, non-judgmental financial counseling to clients nationwide • Support clients facing credit card debt, mortgage delinquency, and collections • Offer education, guidance, and personalized action plans • Deliver phone-based financial counseling services • Respond to inbound calls and 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 pre-purchase, foreclosure prevention, rental, post-loan modification, and 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 • Ability to work the specified schedule in Eastern Time regardless of local time zone • Hard-wired internet connection (ethernet required) • Minimum internet speeds: 200 Mbps for single-person households; 400 Mbps for households with two or more individuals • Dedicated, private workspace with a door that closes • Security camera as part of the workstation setup • Alternative caregiving arrangements during working hours

🏖️ 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

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