Financial Counselor - Wright Patt Credit Union

greenpath, inc. • Fairborn, OH

5d • $20 • Onsite

About The Position

As a Financial Wellness Expert, you will provide compassionate, non-judgmental financial counseling services to Wright-Patt Credit Union members both in person and remotely. You’ll work splitting time between the local credit union locations.

This role is ideal for individuals who are passionate about personal finance, enjoy helping others navigate challenging financial situations, and are motivated by continuous learning and professional development.

Requirements

• Ability to work in person at multiple local locations
• Valid driver’s license and ability to travel weekly to Wright-Patt Credit Union locations (driving is an essential function)
• Ability to type at least 40 words per minute with 80% accuracy
• Strong communication, customer service, and organizational skills
• Ability to maintain confidentiality and professionalism at all times
• Ability to sit for extended periods and operate standard office equipment

Nice To Haves

• Fluency in both Spanish and English (preferred, not required)
• Interest in personal finance, financial education, or counseling
• Willingness to obtain: HUD Certification - Learn about The HUD Exam [http://www.hudhousingcounselors.com/] National Foundation for Credit Counseling (NFCC) Certification

Responsibilities

• Provide financial counseling services in person at Wright-Patt Credit Union locations and remotely via phone
• Deliver exceptional customer service through phone, email, and chat
• Conduct inbound and outbound calls related to GreenPath services
• Gather, review, and analyze client financial information, including credit reports and credit scores
• Develop customized action plans and provide educational resources on budgeting, credit, money management, and housing
• Discuss program options and fees when appropriate, clearly demonstrating value to clients
• Perform housing-related counseling services, including: Pre-purchase counseling Foreclosure prevention Rental counseling Post-loan modification coaching Reverse mortgage counseling
• Maintain accurate documentation and strict confidentiality of client information
• Participate in ongoing training, certification maintenance, and professional development
• Collaborate with colleagues across the organization to support teamwork and service excellence
• Adhere to GreenPath and Wright-Patt Credit Union standards, ethics, and business-casual dress code
• Perform additional duties as assigned

Benefits

• Competitive pay and mileage reimbursement
• Medical, Dental, and Vision insurance options
• Paid company holidays plus accrued PTO
• Additional Preventative Care Time Off
• 403(b) retirement plan with a 5% employer contribution after one year
• Eligibility for Public Service Loan Forgiveness (PSLF)
• Paid parental benefits
• Up to $2,500/year in tuition reimbursement
• Access to internal professional development programs
• 50% tuition discount through Cleary College

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed