Financial Counselor - Wright Patt Credit Union
hace 9 días
Columbus
Job Description Financial Wellness Expert - Wright-Patt Credit Union Locations Location: Wright-Patt Credit Union locations - Columbus, OH Schedule: Full-Time, 40 hours/week Pay: $20.35/hour Start Date: March 30th Benefits Eligible: Yes How Do I Know If I Should Apply? Searching for a career can feel overwhelming - we’re here to be transparent and supportive. If the qualifications and responsibilities below align with your experience, interests, and career goals, we encourage you to apply. We look forward to meeting you. Our Commitment to Inclusion GreenPath Financial Wellness believes a strong organization is built on diverse perspectives and lived experiences. We are committed to fostering an inclusive environment where employees feel comfortable bringing their whole, authentic selves to work. We strongly encourage candidates from all backgrounds to apply, including people of color, LGBTQIA+ individuals, veterans, adults of all ages, people with disabilities, and individuals from a wide range of socioeconomic backgrounds. Your voice matters, and it helps us better serve the people and communities we support. About the Role As a Financial Wellness Expert, you will provide compassionate, non-judgmental financial counseling services to Wright-Patt Credit Union members both in person and remotely. You’ll work splitting time between the local credit union locations. This role is ideal for individuals who are passionate about personal finance, enjoy helping others navigate challenging financial situations, and are motivated by continuous learning and professional development. What You’ll Do • 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, • Meaningful, one-on-one conversations focused on real financial challenges such as credit card debt, mortgage delinquency, and collections, • The opportunity to make a measurable impact - GreenPath helped Wright-Patt Credit Union members pay off over $10 million in debt in the last eight years, • 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, • 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 Training & Schedule • Initial Training: Approximately 4 weeks, • Training is structured in modules throughout your first year to support skill development and long-term success, • Regular Schedule: Internet • Hard-wired internet connection (ethernet required), • Minimum speeds:, • 200 Mbps (single-person household), • Private room with a closing door, • Remote work is not a substitute for childcare or elder care GreenPath Financial Wellness is a national nonprofit with over 60 years of experience helping people navigate financial challenges such as debt, foreclosure, bankruptcy, and credit concerns. We partner closely with Wright-Patt Credit Union, a member-owned, not-for-profit financial institution serving more than 500,000 members. Together, we support individuals and families on their journey toward financial stability and confidence. Get to Know GreenPath Get to know Wright-Patt Credit Union Benefits & Perks • 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 Monday through Friday 9am - 6pm EST and Saturday rotation occurs approximately once per quarter. 40 Hours Per Week