Remote Bilingual Client Success Specialist

How do I know if I should apply? 

Searching for a career can be overwhelming. We’re here to help and be transparent. If the items below meet your needs and career aspirations, please move forward with the application. We look forward to meeting you!  

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 all walks of life to apply for opportunities 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. 

If you have experience and / or interest in the following items, this role may be ideal for you: 

• Fluency in Spanish and English 
• Working remotely from home
• Providing customer service via phone, chat, or email
• Personal finance and helping people 
• Continuous learning and development
• Attending scheduled shifts on a regular, and punctual basis

Position Requirements: 

• $17.50-18.50 / hour for most locations
• $19.38 / hour for markets with higher-than-average costs of living such as Los Angeles, CA
• Strong fluency in Spanish and English; reading, writing, speaking. 
• Full Time; 40 Hours a week with 8 Hour shifts, and Benefits Eligible (Medical, Dental Vision, 11 Paid Holidays, 19 PTO Days, and retirement options)
• Work Schedule: Monday through Friday see work hours per time zone at the bottom of post.
• Positions will begin training on April 28th. Initial training is 3 weeks. Training days are typically 10 AM – 7 PM Eastern Time or 11 AM – 8 PM Eastern Time. After the initial training, you will begin your work schedule.
  • Training is broken down into modules to be completed during your first year of employment. This approach allows you to become proficient in one area of the role, before learning a new area.
• Fluency in Spanish and English required.
• Ability to type 40 words per minute at 80% accuracy is required.

• All interview efforts have been transitioned to a virtual environment (Phone Call, Video Interview) and do not require in person meetings for consideration.

Remote Work from Home Requirements: 

• Internet 
  • Hard-wired internet. This means you can use an ethernet cable to connect to a modem.
  • Internet speed requirement of 200 Mbps for single person residence, and 400 Mbps for residence with 2 or more people.
• Caregiving 
  • Remote Work From Home is not a replacement for caregiving, childcare, or elder care. You are unable to be a primary caregiver during working hours.
• Security
  • A room in your home with a closing door.
  • A security camera in addition to your computer set-up.

Who is GreenPath Financial Wellness? 

As 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. Over the last several years, we joined forces and affiliated with financial organizations making similar impacts in a variety of ways. GreenPath affiliates include Clarifi in Philadelphia, Rural Dynamics, Inc in Great Falls, and Consumer Credit Counseling Services in Puerto Rico. 

How will I make a positive impact in this position? 

You will support clients’ financial wellness journey with and ensure they can be successful in achieving their goals. Clients connect with us in a variety of ways including chat, email, and phone. No matter the method of communication, you’ll provide empathetic, supportive guidance and recommendations to clients. Fostering a relationship of trust, collaboration, transparency, and accountability with clients strengthens their ability to meet and exceed their financial goals.  

You’ll be alongside clients during their programs with GreenPath from the time they enroll to the time they complete the program successfully. Through a robust training program, you will have the knowledge to support clients and answer a wide range of questions. You will communicate with creditors on a client’s behalf, review client accounts for accuracy and reconciliation, process client communications timely, have a strong understanding of compliance requirements, and more. Once their program is complete, clients will no longer have the burden of tremendous debt. You’ll have been someone who helped make that a reality. What an amazing feeling! 

What might I experience in this role each day?  

• Provide excellent customer service and support to GreenPath’s potential and current clients in accordance with GreenPath standards and expectations. As you can imagine, becoming debt-free can be overwhelming and confusing. Your welcoming communication and strong customer service approach will provide a positive experience for clients.
• Answering incoming calls, chats, and emails to assist our clients with their debt management program. This includes managing proposals, payment disbursements, deposits, communication with creditors, answering their client questions and more
• Proactively and holistically review client accounts for accuracy and resolve existing or potential problems. Fact finding and problem-solving skills are used to determine root causes of issues. You will also consider potential solutions, their impact, and take appropriate steps to solve.
• Accurately maintained details and balances for each account
• Document all activity and conversations with clients and their creditors accurately in their files
• Understand and adhere to state regulations, guidelines, company policies, and compliance standards where applicable
• Tools are available to assure excellent service to clients along with employee development opportunities. Tools include; LinkedIn Learning, Internal Training and Development, Quality Assurance, clear metrics and expectations.
• Perform miscellaneous office duties such as copying, data entry, word processing, filing, and faxing. 
• Maintain a high level of discretion and confidentiality regarding client financial information.
• This position requires the ability to sit for extended periods of time, and operate standard office equipment such as a phone and computer.

Benefits and Perks    

What 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 don’t care – it’s your time. Enjoy.

• Need some additional time to focus on preventative care?  GreenPath provides all employees with additional Preventative Care Time Off to encourage all employees to be proactive about their physical wellness. 
• Looking to catch up on Dental Cleanings and Annual Doctor Visits? Your health and wellness is a high priority. Medical, Dental, and Vision packages meeting a variety of needs are available to you.
• Saving for Retirement?  GreenPath employees can start contributing to a 403b right away!  After one year of employment, we make a monthly contribution to the eligible employee’s Retirement Account equivalent to 5% of their gross compensation. 
• 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 Parental Benefits; including Maternity and Paternity benefits.
• 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.
• Want to take additional college courses?  We have an agreement with Cleary College where all GreenPath employees are eligible for a 50% discount on college tuition. 

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.