GreenPath

• Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day-average 5 minutes per call) • Deliver excellent customer service and support to potential and current GreenPath clients • Enter and update client data with accuracy and attention to detail • Schedule appointments for prospective clients with Financial Counselors • Triage incoming calls from existing clients and creditors, routing them appropriately • Professionally intake and review client complaints • Maintain strict confidentiality regarding client financial information • Perform role duties primarily while seated and using standard office equipment (phone and computer)

• Provide top-tier support via phone to clients on our Debt Management Program • Support client accounts and ensure seamless account management • Manage proposals, payments, deposits, and creditor communications • Proactively review client accounts to identify and resolve issues • Maintain accurate records and ensure compliance with state regulations • Encourage and motivate clients throughout their financial journey

• Provide top-tier support via phone to clients on our Debt Management Program • Taking back-to-back calls in a call center environment • Support client accounts and ensure seamless account management • Manage proposals, payments, deposits, and creditor communications • Proactively review client accounts to identify and resolve issues • Maintain accurate records and ensure compliance with state regulations • Collaborate across departments to ensure seamless client experience • Encourage and motivate clients throughout their financial journey

• 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

• Provide top-tier support via phone to clients on our Debt Management Program • Taking back-to-back calls in a call center environment • Support client accounts and ensure seamless account management • Manage proposals, payments, deposits, and creditor communications • Proactively review client accounts to identify and resolve issues • Maintain accurate records and ensure compliance with state regulations • Collaborate across departments to ensure seamless client experience • Encourage and motivate clients throughout their financial journey.

• Provide top-tier support via phone to clients on our Debt Management Program. • Taking back-to-back calls in a call center environment. • Support client accounts and ensure seamless account management. • Manage proposals, payments, deposits, and creditor communications. • Proactively review client accounts to identify and resolve issues. • Maintain accurate records and ensure compliance with state regulations. • Collaborate across departments to ensure seamless client experience. • Encourage and motivate clients throughout their financial journey.

• Provide top-tier support via phone to clients on our Debt Management Program. • Taking back-to-back calls in a call center environment. • Support client accounts and ensure seamless account management. • Manage proposals, payments, deposits, and creditor communications. • Proactively review client accounts to identify and resolve issues. • Maintain accurate records and ensure compliance with state regulations. • Collaborate across departments to ensure seamless client experience. • Encourage and motivate clients throughout their financial journey.