Financial Counselor - Wright Patt Credit Union Columbus

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: 

• Working hybrid between your home office and local Wright Patt Credit Unions
• Interest in obtaining HUD Certification and National Foundation for Credit Counseling (NFCC).
  • Learn about The HUD Exam 
• 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: 

• $20.35 / hour and eligible for mileage reimbursement
• While not required to apply, you’ll prepare, study, and take exams to obtain a HUD Certification and National Foundation for Credit Counseling (NFCC) Certification. You must obtain the certifications during training to begin work with us as a Financial Counselor.
• Ability to work remotely from home and travel to local Wright Patt Credit Unions each week. 
  • Driving is an essential function of this role. A valid driver’s license is required.
• 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 9am - 6pm and every other week Saturday rotation.
• Position will begin training on August 18th. Initial training lasts about 4 weeks. Training days are Monday – Friday and 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 preferred, not 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 are GreenPath Financial Wellness and Wright Patt Credit Union? 

As a trusted national nonprofit focused on financial wellness for everyone, people have turned to GreenPath for more than 60 years as their guide through financial crises: overwhelming debt, foreclosure, bankruptcy, or credit challenges. We partner closely with Wright Patt Credit Union to support their members along the financial wellness journey. Wright-Patt Credit Union is a member-owned, not-for-profit financial institution serving over 500,000 members and “helping them through life.”  

Get to Know GreenPath  

Get to know Wright-Patt Credit Union  

How will I make a positive impact in this position? 

As a GreenPath Financial Counselor, you will provide financial counseling services to members of local Wright Patt Credit Union offices. When you are not providing face to face counseling, you’ll have the opportunity to assist people across the United States via phone counseling. You’ll be joining a small team of GreenPath Financial Counselors who share about 12 offices local to the Fairborn, OH and Columbus, OH markets. This is a unique opportunity as you will be able to meet with individuals in person to provide counseling, resources, and services to meet their unique financial needs. Conversations typically revolve around credit card debt, mortgage delinquency, and collection debts. GreenPath Financial Wellness and Wright-Patt Credit Union are strong partners. They hold similar missions and values to support people with their financial needs. Learn more about each organization below.  

In 2022 alone, GreenPath provided 88,508 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 has also helped WPCU members pay off more than $10 million in debt over the last eight years.  

What might I experience in this role each day?  

• In addition to inbound calls, you will respond to client emails, and conduct outbound calls to prospective clients for two of the services we offer 
• Provide excellent customer service and support to GreenPath’s clients in accordance with GreenPath standards and expectations. As you can imagine, it may be difficult for someone to seek help with personal finances. Your welcoming communication and strong customer service approach will be the foundation of a positive experience for clients.
• Gather and evaluate client information. Then, determine and recommend an appropriate course of action for the client’s financial situation. Maintaining confidentiality/discretion regarding client information is critical. 
• Counsel and provide educational materials to clients regarding budgeting, credit, money management, housing, and other financial needs. 
  • Provide Face to Face Counseling and Phone Counseling while at the Credit Union
  • Provide Phone Counseling while at your home office
•  You will also develop and provide all clients with an action plan detailing the recommendations and support
• Review and analyze client credit reports and credit score with the client. 
• Discuss program fees and demonstrate the value of GreenPath programs, when appropriate to the client’s financial situation
• Follow up to ensure clients have a clear understanding of options and recommendations presented to them
•  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 GreenPath’s high standard of quality while upholding the highest standard of business ethics. 
• Adhere to WPCU’s code of conduct and a business casual dress code to maintain the expected level of professionalism.
• Perform additional functions as assigned by the Supervisor or Manager. 
• 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.