Bilingual Financial Wellness Expert (Remote)

Employment Type: Full-Time, Benefits Eligible
Schedule: Evening Shift (Eastern Time) with Biweekly Saturday Rotation
Pay Rate: $16 per hour
Location: Remote (U.S.-based)

Considering Applying?

Searching for a new role can feel overwhelming. We aim to be transparent and supportive throughout the process. If the qualifications, schedule, and expectations below align with your experience and career goals, we encourage you to apply. We look forward to connecting with you.

About CONSUMER & GreenPath Financial Wellness

CONSUMER Credit Counseling Service of Puerto Rico, in partnership with GreenPath Financial Wellness, provides financial education and counseling services to individuals and families nationwide. Together, we support the financial well-being of the 3.2 million people who call Puerto Rico home by helping clients manage budgets, reduce debt, rehabilitate credit, achieve homeownership, recover from financial hardship, and regain peace of mind.

Our Commitment to Inclusion

CONSUMER is committed to fostering a diverse, inclusive, and respectful workplace. We believe diverse perspectives and lived experiences strengthen our organization and the communities we serve.

We are proud to be an equal opportunity employer and encourage applicants from all backgrounds, including people of color, LGBTQIA+ individuals, veterans, people with disabilities, individuals of all ages, and those from diverse socioeconomic backgrounds.

About the Role

As a Bilingual Financial Wellness Expert, you will provide compassionate, non-judgmental financial counseling to clients through phone-based services. This fully remote role is well-suited for individuals who are passionate about personal finance, committed to helping others navigate financial challenges, and motivated by continuous learning and professional development.

This Role May Be a Good Fit If You Are Interested In:

• Working remotely from a home office
• Providing client support via phone, chat, and email
• Personal finance and financial education
• Obtaining HUD and National Foundation for Credit Counseling (NFCC) certifications
  • Learn about The HUD Exam
• Continuous learning and skill development
• Working scheduled shifts reliably and consistently

Position Requirements

• Compensation: $16 per hour
• 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
  • Certifications are not required to apply but are required to continue employment
• Minimum typing speed of 40 words per minute with 80% accuracy
• Strong communication, organizational, and customer service skills
• Ability to maintain confidentiality and professionalism

Work Schedule (Eastern Time)

• Monday–Thursday: 1:00 PM – 10:00 PM
• Friday: 11:00 AM – 8:00 PM
• Saturday: Biweekly rotational shift required

All work hours are based on Eastern Time. Candidates must be able to work this schedule regardless of their local time zone.

Training & Onboarding

• Start Date: March 30
• Initial Training Period: Approximately 4 weeks
• Training Schedule:Monday–Friday
  • Typically 10:00 AM–7:00 PM ET or 11:00 AM–8:00 PM EST
• Ongoing training and development continue throughout the first year to support certification and skill growth

Remote Work From Home Requirements

Internet & Equipment

• Hard-wired internet connection (ethernet required)
• Minimum internet speeds:
  • 200 Mbps for single-person households
  • 400 Mbps for households with two or more individuals

Workspace & Security

• Dedicated, private workspace with a door that can be closed
• Security camera required as part of workstation setup

Caregiving Considerations

• This role requires focused, uninterrupted work during scheduled hours
• Employees must have alternative caregiving arrangements during work hours

Key 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

Benefits & Perks

In addition to meaningful work that helps individuals nationwide, CONSUMER offers a competitive benefits package, including:

• 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

CONSUMER reserves the right to change this description at any time. CONSUMER practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship.