Bilingual Financial Wellness Expert

greenpath, inc.•Višňová, PR

8d•$16•Remote

About The Position

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

Requirements

Compensation: $16 per hour
Full-time availability (40 hours per week, 8-hour shifts)
Ability to work remotely from a designated home workspace
Fluency in both Spanish and English (required)
Willingness to obtain HUD and NFCC certifications during training
Certifications are not required to apply but are required to continue employment
Minimum typing speed of 40 words per minute with 80% accuracy
Strong communication, organizational, and customer service skills
Ability to maintain confidentiality and professionalism

Responsibilities

Deliver phone-based financial counseling services
Respond to inbound client calls and emails; make outbound service-related calls as needed
Collect 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 counseling services, including:
Pre-purchase counseling
Foreclosure prevention
Rental counseling
Post-loan modification coaching
Reverse mortgage counseling
Maintain accurate records and ensure confidentiality of client information
Complete required training and maintain certifications
Collaborate with team members to support organizational goals
Perform other job-related duties as assigned