Financial Counselor

GreenPath Financial Wellness believes strong organizations are built on diverse perspectives and lived experiences. We are committed to maintaining an inclusive, respectful workplace where employees feel supported and empowered to bring their authentic selves to work.

We encourage applicants from all backgrounds, including people of color, LGBTQIA+ individuals, veterans, people with disabilities, adults of all ages, and individuals from a wide range of socioeconomic backgrounds. Diverse viewpoints strengthen our organization and the communities we serve.

As a Financial Counselor, you will provide compassionate, non-judgmental financial counseling to clients nationwide through phone-based services. This fully remote position is ideal for individuals who are passionate about personal finance, committed to helping others navigate financial challenges, and motivated by continuous learning and professional development.

• Working remotely from a home office
• Obtaining HUD and National Foundation for Credit Counseling (NFCC) certifications
  • Learn about The HUD Exam 
• Providing customer service via phone, chat, and email
• Personal finance and financial education
• Continuous learning and skill development
• Working scheduled shifts consistently and punctually

• Compensation: $20.35–$23.00 per hour, based on location and eligibility for bilingual incentives
• 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

• Monday–Thursday: 1:00 PM – 10:00 PM
• Friday: 11:00 AM – 8:00 PM
• Saturday: Biweekly rotational shift required

All working hours are based on Eastern Time. Candidates must be able to work this schedule regardless of their local time zone.

• Start Date: October 26th
• Initial Training Period: Approximately 4 weeks
  • Monday–Friday
  • Typically scheduled between 10:00 AM–7:00 PM ET or 11:00 AM–8:00 PM ET
• Training continues throughout the first year through structured modules to support skill development and certification requirements

• 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

• This role requires focused, uninterrupted work during scheduled hours
• Employees must have alternative caregiving arrangements during working hours, as job duties cannot be performed while serving as a primary caregiver

GreenPath Financial Wellness is a trusted national nonprofit with more than 60 years of experience helping individuals and families navigate financial challenges such as overwhelming debt, foreclosure, bankruptcy, and credit concerns. Our mission is to empower people to lead financially healthy lives.

• Provide empathetic, non-judgmental financial counseling to clients nationwide
• Support clients facing challenges such as credit card debt, mortgage delinquency, and collections
• In 2025 alone, GreenPath delivered more than 121,707 financial counseling services
• Offer education, guidance, and personalized action plans that help bring clarity and relief to individuals and families

• →Deliver phone-based financial counseling services
• →Respond to inbound calls, 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 housing-related counseling services, including:
  • →Pre-purchase counseling
  • →Foreclosure prevention
  • →Rental counseling
  • →Post-loan modification coaching
  • →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