Financial Counselor - Columbus, OH - GreenPath Financial Wellness

    GreenPath Financial Wellness
    GreenPath Financial Wellness Columbus, OH

    23 hours ago

    Description

    Financial Wellness Expert

    This is a role that involves providing financial counseling services in person at Wright-Patt Credit Union locations and remotely via phone.

    • Key responsibilities include delivering exceptional customer service through phone, email, and chat; conducting inbound and outbound calls related to GreenPath services; gathering, reviewing, and analyzing client financial information; developing customized action plans; discussing program options with clients
    1. This includes performing housing-related counseling services such as pre-purchase counseling, foreclosure prevention , rental counseling post-loan modification coaching

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