Financial Counselor - Wright Patt Credit Union

Fairborn, OH, US

• Paid company holidays plus accrued PTO

Location: Wright-Patt Credit Union locations
- Columbus, OH
Schedule: Full-Time, 40 hours/week
Pay:$20.35/hour
Start Date: October 26th

Benefits Eligible: Yes

Green Path Financial Wellness is a national nonprofit with over 60 years of experience helping people navigate financial challenges such as debt, foreclosure, bankruptcy, and credit concerns. We partner closely with Wright-Patt Credit Union, a member-owned, not-for-profit financial institution serving more than 500,000 members.

Together, we support individuals and families on their journey toward financial stability and confidence.

Get to Know Green Path

Get to know Wright-Patt Credit Union

As a Financial Wellness Expert
, you will provide compassionate, non-judgmental financial counseling services to Wright-Patt Credit Union members both in person and remotely
. You’ll split time between the local credit union locations.

This role is ideal for individuals who are passionate about personal finance, enjoy helping others navigate challenging financial situations, and are motivated by continuous learning and professional development.

• Provide financial counseling services in person at Wright-Patt Credit Union locations and remotely via phone
• Deliver exceptional customer service through phone, email, and chat
• Conduct inbound and outbound calls related to Green Path services
• Gather, review, and analyze client financial information, including credit reports and credit scores
• Develop customized action plans and provide educational resources on budgeting, credit, money management, and housing
• Discuss program options and fees when appropriate, clearly demonstrating value to clients
• Perform housing-related counseling services, including:
  • Pre-purchase counseling
  • Foreclosure prevention
  • Rental counseling
  • Post-loan modification coaching
  • Reverse mortgage counseling
• Maintain accurate documentation and strict confidentiality of client information
• Participate in ongoing training, certification maintenance, and professional development
• Collaborate with colleagues across the organization to support teamwork and service excellence
• Adhere to Green Path and Wright-Patt Credit Union standards, ethics, and business-casual dress code
• Perform additional duties as assigned

• Meaningful, one-on-one conversations focused on real financial challenges such as credit card debt, mortgage delinquency, and collections
• The opportunity to make a measurable impact
  - Green Path helped Wright-Patt Credit Union members pay off over $10 million in debt in the last eight years
• A supportive team environment with shared values and a mission-driven culture

• Ability to work in person at multiple local locations
• Valid driver’s license and ability to travel weekly to Wright-Patt Credit Union locations (driving is an essential function)
• Ability to type at least 40 words per minute with 80% accuracy
• Strong communication, customer service, and organizational skills
• Ability to maintain confidentiality and professionalism at all times
• Ability to sit for extended periods and operate standard office equipment

• Fluency in both Spanish and English (preferred, not required)
• Interest in personal finance, financial education, or counseling
• Willingness to obtain:
  • HUD Certification
    - Learn about The HUD Exam
  • National Foundation for Credit Counseling (NFCC) Certification

Certifications are not required to apply but must be obtained during training to continue in the role.

• Initial Training: Approximately 4 weeks
• Training is structured in modules…