Financial Wellness Expert
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Job Description
Financial Wellness Expert providing compassionate financial counseling to clients nationwide through phone-based services. Seeking candidates who are passionate about personal finance and helping others navigate financial challenges.
Responsibilities:
- Provide compassionate, non-judgmental financial counseling to clients nationwide through phone-based services
- 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
Requirements:
- 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
- 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
Benefits:
- Medical, Dental, and Vision insurance options
- Paid company holidays and accrued paid time off (PTO)
- Additional Preventative Care Time Off
- 403(b) retirement plan with a 5% employer contribution after one year of employment
- Eligibility for the Public Service Loan Forgiveness (PSLF) program
- Paid parental benefits
- Up to $2,500 per year in tuition reimbursement
- Access to internal learning and development programs
- 50% tuition discount through Cleary College
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