Financial Counselor - Hybrid
Company: Greenpath Inc.
Location: Oklahoma City
Posted on: January 26, 2023
Job Description:
Job DescriptionFinancial Counselor - HybridDETAILS:
- $20.35 / Hour
- Hybrid- Work from home and field office
- Full-Time, Benefits Eligible
- Training Anticipated to begin February 2023
- Monday - Friday, Days and Afternoons available, ranging from 9
AM - 9 PM
- About 2 days in OKC office, 3 days from home ABOUT GREENPATH
FINANCIAL WELLNESSAs a trusted national nonprofit focused on
financial wellness for everyone, people have turned to us for more
than 60 years as their guide through financial crises: overwhelming
debt, foreclosure, bankruptcy, or credit challenges. GreenPath
Financial Wellness wholeheartedly believes a strong organization is
based on the foundation of diverse groups of team members. We
believe deeply in employees not only bringing their whole selves to
work each day, but also feeling comfortable being their authentic
self. We encourage people from each and every background and walk
of life to apply for opportunities which they are passionate about
and meet the qualifications. We strongly encourage people of color,
LGBTQIA+ people, adults of any age, veterans, people with varying
abilities, and people of various socio-economic backgrounds to
apply. We believe you will bring meaningful viewpoints to our team
members and the people we help each day. Your impact as a Financial
Wellness Expert Financial Wellness Experts handle calls from
current or potential clients that inquire about our products or
services. Our call center technology ensures client phone calls
will be routed to the Financial Wellness Expert who can best help
them. Our Financial Wellness Experts work with clients one-on-one
during a phone call to evaluate their financial options and make a
recommendation based on their unique situations and budgets. During
these sessions, Experts strive to build a strong rapport and create
an environment where clients are comfortable sharing sensitive and
personal information. The goal of an Expert is to coach and mentor,
ultimately creating a more financially secure future for our
clients.In 2021 alone, GreenPath provided 86,532 services to our
clients. Imagine the sense of relief you would be providing to
clients through your empathetic, non-judgmental financial
counseling. Can you imagine the impact you would have on
individuals and their families?
GreenPath will thoroughly train, and support you to become
certified by the National Foundation for Credit Counseling (NFCC)
as well as HUD, to assist clients in finding realistic, and
financially sound options to resolve credit card debt, mortgage
delinquency, and collection debts. and support you to become
certified by the National Foundation for Credit Counseling (NFCC)
as well as HUD, to assist clients in finding realistic, and
financially sound options to resolve credit card debt, mortgage
delinquency, and collection debts.
DUTIES AND RESPONSIBILITIES
- Gather and evaluate client information to determine and
recommend an appropriate course of action for the clients financial
situation. Maintain confidentiality/discretion regarding client
financial situation.
- In a call center environment, 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 clients 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 GreenPaths high standard of quality while upholding
the highest standard of business ethics.
- Perform additional functions as assigned by the Supervisor or
Manager. BENEFITSWhat will you get out of working at GreenPath? In
addition to having the opportunity to help people from all over the
country, we also have a competitive compensation and benefits
package. Here are some of the additional perks our employees enjoy:
- We all need some me time every once in a while. All full-time
employees receive 19 paid days off during their first year of
employment, in addition to 10 company-paid holidays per year. Use
it for a fabulous vacation, to play nurse (or patient) at home, or
sit on your couch watching DIY marathons on HGTV all day. We dont
care its your time. Enjoy.
- Continuous learners can get their classroom fix in a couple of
different ways. GP team members are eligible for up to $2,500 in
tuition reimbursement per year.
- In addition, GP team members can attend courses through Invest
in Yourself, an in-house educational program offering training
classes on a variety of topics ranging from Cash Flow Planning to
Microsoft Excel to Stress Management.
- Need to reduce your student loan debt? GreenPath is a qualified
employer under the federal Public Service Loan Forgiveness (PSLF)
program, which means that you may be able to have a portion of your
federal student loans forgiven after meeting certain eligibility
requirements of the PSLF program.
- Planning on growing your family? GreenPath offers paid
Maternity and Paternity benefits.
- Saving for Retirement? GreenPath employees can start
contributing to a 403b right away! After one year of employment, we
make a monthly contribution to eligible employees retirement
account equivalent to 5% of their monthly gross compensation.
GreenPath Financial Wellness reserves the right to change this
description at any time. GreenPath Financial Wellness practices the
concept of equal employment opportunity with respect to hiring,
promotions, transfers, pay, discipline, fringe benefits, and all
other terms and conditions of employment. No individual will be
discriminated against, and no employment decisions will be made, on
the basis of an individual's race, color, national origin,
religion, age, gender, gender identity, sexual orientation,
protected disability, marital status, familial status, veteran
status, height, weight or citizenship. 40 Hours per Weekby
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Keywords: Greenpath Inc., Oklahoma City , Financial Counselor - Hybrid, Other , Oklahoma City, Oklahoma
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