Bilingual Financial Wellness Expert jobs in United States
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Clarifi · 20 hours ago

Bilingual Financial Wellness Expert

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level
money$16/hr - $16/hr

GreenPath Financial Wellness, in partnership with CONSUMER Credit Counseling Service of Puerto Rico, provides financial education and counseling services to individuals and families. The Bilingual Financial Wellness Expert will deliver compassionate financial counseling through phone-based services, helping clients manage budgets, reduce debt, and navigate financial challenges.

CommunitiesFinancial ServicesNon Profit

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

Qualification

Financial counselingBilingual SpanishBilingual EnglishHUD certificationNFCC certificationCustomer service skillsTyping speed (40 wpm)Organizational skillsCommunication skills

Required

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
Minimum typing speed of 40 words per minute with 80% accuracy
Strong communication, organizational, and customer service skills
Ability to maintain confidentiality and professionalism

Benefits

Paid time off accrued during the first year of employment
Company-paid holidays
401(k) retirement plan with employer contributions after one year of employment
Eligibility for the Public Service Loan Forgiveness (PSLF) program
Opportunities for professional growth and certification support

Company

Clarifi

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Clarifi specializes in consumer credit counseling service.
dateFounded in 1966
location
Philadelphia, Pennsylvania, USA
people-size11-50 employees
web-link
https://www.clarifi.org

Funding

Current Stage
Early Stage
Total Funding
$1.84M
Key Investors
William Penn FoundationTD Bank
2025-05-28Grant· $0.84M
2024-03-05Grant· $1M

Recent News

The Philadelphia Inquirer
Student loan collections are back. What borrowers need to know to avoid wage garnishment or credit damage.
2025-05-06
Company data provided by crunchbase