GreenPath logo
GreenPath

Every Environment Matters

Financial Wellness Expert

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 1-10Since 2025H1B SponsorCompany SiteLinkedIn

Location

Michigan

Posted

4 days ago

Salary

$20 - $23 / hour

Seniority

Senior

High SchoolEnglishSpanish

Job Description

Financial Wellness Expert

GreenPath

• 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

Job 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
  • Certifications are not required to apply but must be obtained to continue in the role
  • 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

Related Job Pages

More Financial Planning and Analysis Jobs

Carr Talent logo

Experienced Real Estate Investment Professionals

Carr Talent

Customized Recruiting & HR Services to Bring You the People that Drive Results

Full TimeRemoteTeam 11-50H1B No Sponsor

• Acquisitions Managers • Lead Managers • Operations Managers • Dispositions Managers • Transaction Coordinators • Project Managers • Executive Assistants • Property Management roles

United States
INHAUS logo

Financial Leader

INHAUS

Recruitment and employment agency for startups, digital companies and large industries.📍Our offices: America - Europe

Full TimeRemoteTeam 51-200H1B No Sponsor

• Lead accounting operations across multiple entities and residential construction projects. • Own month-end close, reconciliations, journal entries, and financial reporting. • Track project costs, job profitability, construction budgets, and cash flow. • Manage accounts payable, accounts receivable, and intercompany transactions. • Maintain accurate financial records using QuickBooks. • Prepare management reports and lender reporting packages. • Partner with external CPA firms on tax and year-end processes. • Improve financial systems, reporting, and internal controls as the company grows.

Argentina

Senior Financial Analyst

Secur-Serv

Secur-Serv, founded in 1989, is a division of Scantron Corporation specializing in managed IT, print, device, and cybersecurity services. The company operates w

• Provide financial analysis, reporting, business support, and responds to external requests • Management and administration of the FPA Planning system (NetSuite Planning and Budgeting NSPB) • Support the process and creation of financial forecasts and budgets for all major forecasting and budgeting cycles • Creation of report templates to support analysis and requirements of management and FPA staff • Produce multiple reporting packages used internally and externally • Prepare reports and analysis of trends in P&L results and business metrics compared to expectations to provide insight into business results • Support Accounting department during the close periods to ensure data integrity • Monthly consolidated headcount reporting • Create and maintain reporting hierarchies for financial systems (NetSuite, NSPB, and Smart View) • Provide supporting schedules for external reporting (Monthly Management Review and Lender reporting) • Distribute financials to the Accounting/Finance team for review during the accounting close process • Support Ad hoc report requests from the Board of Directors as well as the internal management team • Business Support of the executives and other departments • Business and Reporting Process Improvement through documentation and modern reporting tools

California + 7 moreAll locations: California | Colorado | Hawaii | Illinois | New Jersey | New York | Maryland | Washington
$70K - $90K / year

Role Description Buscamos um(a) profissional para atuar como parceiro da Brivia. Somos um ecossistema especializado na transformação de marcas, ajudando nossos clientes a superar desafios em transformação digital, tecnologia e marketing. Para isso, buscamos constantemente expandir nossas capacidades, contando com os melhores especialistas em diversas áreas. A Brivia_Group quer contar com o seu talento para fortalecer ainda mais nosso ecossistema de transformação digital! Qualifications - Graduação completa em Administração, Economia, Engenharia ou áreas correlatas. Requirements - Experiência em bancos ou consultorias com atuação no setor financeiro. - Vivência em projetos de consultoria, transformação de processos ou melhoria contínua. - Experiência com levantamento, análise e documentação de processos de negócio. - Conhecimento em produtos bancários, preferencialmente operações de crédito. - Vivência em áreas de negócios de instituições financeiras, como crédito, operações, tesouraria ou produtos. - Conhecimento de fluxos operacionais end-to-end no ambiente bancário. - Capacidade analítica, organização de informações e elaboração de documentação funcional. - Experiência na condução ou participação em entrevistas, reuniões e workshops para levantamento de requisitos. - Inglês intermediário para leitura, documentação e interação em projetos. Benefits - Contratação no modelo PJ (CNPJ ativo necessário). - Equipamento próprio. - Projeto com previsão inicial de 3 meses. - Início previsto para julho/2026. - Atuação 100% remota. - Inglês intermediário.

Brazil