Bilingual Financial Wellness Expert

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:

• 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
  
  

Requirements

• Ability to commute and work in the Live Oak, TX office: 12415 Old Converse Rd, Live Oak, TX 78233
• Pay is $23.00/hr. Benefits Eligible (Medical, Dental Vision, 10 Paid Holidays, PTO, and retirement options)
• Schedule is Monday – Friday 9am – 6pm and every other Saturday rotation. 40 hours a week.
• Training anticipated to start August 18th 2025
• This position requires to work from the office for at least 90 days before being eligible to work on a hybrid basis.
• Ability to type 40 words per minute at 80% accuracy is required
• Fluency in Spanish and English required
• All interview efforts have been transitioned to a virtual environment (Phone Call, Video Interview) and do not require in person meetings for consideration 
• GreenPath will thoroughly train and support you in obtaining the required certifications for this role.:
• National Foundation for Credit Counseling (NFCC):
• HUD: Learn about The HUD Exam
  
  

Your Impact

As a GreenPath Financial Counselor, you will provide financial counseling services at our Live Oak, TX office. When you are not providing face to face counseling, you’ll have the opportunity to assist people across the United States via phone counseling. 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

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.   https://www.greenpath.com/

Duties and Responsibilities

• Gather and evaluate client information to determine and recommend an appropriate course of action for the client’s financial situation. Maintain confidentiality/discretion regarding client financial situation. 
• In an office environment and supporting a call center, counsel and provide educational materials to clients regarding budgeting, credit, money management, housing, and other financial needs. 
•  Provide all clients with an action plan detailing the recommended course of action to resolve their financial situation 
• Review client credit reports and conduct an analysis of the report 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 with clients after initial assessments to ensure clients have full understanding of options and recommendations presented to them regarding their financial situation. 
•  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 GreenPaths 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. 
  
  

Benefits  

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 accrue PTO 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. 
• Saving for Retirement?  GreenPath employees can start contributing to a 403b right away!  After one year of employment we make a monthly contribution to 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 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.  

Schedule is Monday – Friday 9am – 6pm and every other Saturday rotation

40 hours per week