Location: Remote
Employment Type: Full-Time
Department: Client Services
Training Start Date: March 6th, 2026 (Training is mandatory)
As a Client Advocate, you’ll be the first point of contact for individuals seeking financial support and guidance through GreenPath’s services. This role is ideal for those who excel in fast‑paced, high‑volume environments and are motivated by helping people take their first steps toward financial wellness.
You’ll engage with prospective clients, provide exceptional customer service, and help connect them to the right financial counseling resources. If you’re someone who is empathetic, patient, and thrives in structured call center settings, this opportunity is a great fit.
???? What You’ll Do• Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day).
• 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).
• Ability to type 40 WPM at 80% accuracy.
• Strong customer service skills, ideally in a fast‑paced environment.
• Professionalism and empathy when interacting with clients experiencing financial stress.
• Excellent communication skills — clear, courteous, and efficient.
• Ability to follow structured workflows and meet performance expectations.
• U.S. Citizenship (required due to contract requirements).
• A private, enclosed room with a door.
• Hard‑wired internet connection (ethernet required) and standard broadband internet.
• Security camera in addition to standard computer setup.
• Home environment must support productivity; remote work is not a replacement for caregiving.
• 200 Mbps minimum for a single‑person residence
• 400 Mbps minimum for residences with 2+ people
• A mission‑driven organization with over 60 years of impact in financial wellness.
• A culture rooted in Integrity, Quality, and Teamwork.
• Growth and development opportunities.
• Supportive, inclusive, and collaborative work environment.
• Competitive compensation and benefits.
Starting Pay:
– $15.00/hour for most locations up $17.57/hour for higher‑cost markets (e.g., Los Angeles, CA). Based on where you are located.
Full‑Time | 40 hours/week
Work Schedule
• Monday–Friday with Saturday rotations every 6-8 weeks.
Training:
• Begins April 6th, 2026
• Mandatory, full‑time for approximately 8 business days
• After training, you transition into your regular schedule.
Apply today and become part of a team committed to making a difference; one call at a time.
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 officeProviding client support via phone, chat, and emailPersonal finance and financial educationObtaining HUD and National Foundation for Credit Counseling (NFCC) certifications Learn about The HUD Exam Continuous learning and skill developmentWorking scheduled shifts reliably and consistentlyPosition Requirements
Compensation: $16 per hourFull-time availability (40 hours per week, 8-hour shifts)Ability to work remotely from a designated home workspaceFluency in both Spanish and English (required)Willingness to obtain HUD and NFCC certifications during trainingCertifications are not required to apply but are required to continue employmentMinimum typing speed of 40 words per minute with 80% accuracyStrong communication, organizational, and customer service skillsAbility to maintain confidentiality and professionalismWork Schedule (Eastern Time)
Monday–Thursday: 1:00 PM – 10:00 PMFriday: 11:00 AM – 8:00 PMSaturday: Biweekly rotational shift requiredAll 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 30Initial Training Period: Approximately 4 weeksTraining Schedule:Monday–FridayTypically 10:00 AM–7:00 PM ET or 11:00 AM–8:00 PM ESTOngoing training and development continue throughout the first year to support certification and skill growthRemote Work From Home Requirements
Internet & Equipment
Hard-wired internet connection (ethernet required)Minimum internet speeds:200 Mbps for single-person households400 Mbps for households with two or more individualsWorkspace & Security
Dedicated, private workspace with a door that can be closedSecurity camera required as part of workstation setupCaregiving Considerations
This role requires focused, uninterrupted work during scheduled hoursEmployees must have alternative caregiving arrangements during work hoursKey Responsibilities
Deliver phone-based financial counseling servicesRespond to inbound client calls and emails; make outbound service-related calls as neededCollect and analyze client financial information, including credit reportsDevelop and present individualized action plans and educational resourcesDiscuss program options and applicable fees when appropriateProvide housing counseling services, including:Pre-purchase counselingForeclosure preventionRental counselingPost-loan modification coachingReverse mortgage counselingMaintain accurate records and ensure confidentiality of client informationComplete required training and maintain certificationsCollaborate with team members to support organizational goalsPerform other job-related duties as assignedBenefits & 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 employmentCompany-paid holidays401(k) retirement plan with employer contributions after one year of employmentEligibility for the Public Service Loan Forgiveness (PSLF) programOpportunities for professional growth and certification supportCONSUMER 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.
Are you interested in personal finance and a meaningful career? Join us as a Bilingual Customer Service Representative!
You will influence positive change for people and their finances. Together, CONSUMER Credit Counseling Service of Puerto Rico (https://www.consumerpr.org/) and GreenPath Financial Wellness (https://www.greenpath.com/news/consumer-credit-counseling-service-of-puerto-rico/) will offer increased support to the 3.2 million people who call Puerto Rico home – helping them balance their budgets, reduce debt, rehabilitate their credit, acquire their first home, recover from storms, and regain financial peace of mind.
As a Bilingual Customer Service Representative, you will welcome people to the organization during initial phone calls with potential clients. You will be the first voice they hear and can make a tremendous impact with your empathetic communication skills. While most calls are inbound, you will make some outgoing calls as well to prospective clients inquiring about financial products and services. Then, you will explain these products and services to prospective clients and scheduling appointments, or immediately transferring them to a Financial Counselor for further assistance.
Through a robust training program, you will have the knowledge to answer a wide range of financial and credit related questions. You will make an impact by informing the client about products and services related to their situation. While not every person who contacts us ends up taking advantage of one of our services, you will help ensure that everyone who reaches out to us is better off because they did.
This role may be ideal for you if you have interest in:
Fluency in Spanish and English requiredRemote Work from HomeFluency in Spanish and English requiredProviding customer service via phone, chat, or emailPersonal finance and helping peopleContinuous learning and developmentAttending scheduled shifts on a regular, and punctual basisDETAILS
$12.75 / hour, Full Time, Benefits Eligible Position (Medical, Dental, Vision, Paid Holidays, PTO Days, and retirement options). Start Date is March 16th, 2026. Training is broken down into several modules to be completed during your first year of employment. This approach allows you to become proficient in one area of the role, before learning a new area. Spanish and English fluency is required.Ability to type 40 words per minute at 80% accuracy is required. All interview efforts have been transitioned to a virtual environment (Phone Call, Video Interview) and do not require in person meetings for consideration. Work Schedule: Monday – Friday from 10 AM – 7 PM with a rotating Saturday about once every 6 weeks.ABOUT CONSUMER
CONSUMER is a non-profit organization founded in 1990 with the objective of providing consumers with financial education and counseling services of the highest quality. Since our founding, we have helped thousands of consumers of all nationalities regain control of their personal finances. Many people have benefited from our educational programs, managing to acquire their first home, balance their budgets, rehabilitate their credit and regain peace of mind by being able to meet all their financial obligations.
THE DAY TO DAY
Ability to speak, read and write Spanish and English fluently required.Ability to type 40 words per minute required.Answer inbound and outbound phone calls with prospective clients. The calls typically take around 5 minutes. While some days can be busier than others, you could expect to receive around 80 calls per day.In addition to inbound calls, you will respond to client emails, and conduct outbound calls to prospective clients for two of the services we offer .Provide world-class customer service and support to potential and current clients in accordance with company standards and expectations.Address prospective clients’ questions regarding services and the appointment process. Data entry of client information with the ability to maintain confidentiality of sensitive information.Initiate the first financial assessment .Schedule appointments for prospective clients with a Financial Counselor to review their budget, challenges, and provide recommendations to the client.Triage calls from existing clients and creditors and route appropriately.Intake and review customer complaints cordially and professionally and, if appropriate, route the customer to follow escalation/resolution process.Maintain a high level of discretion and confidentiality regarding client financial information.Ability to work evenings and Saturdays to meet business demands.This position requires the ability to sit for extended periods of time, operate standard office equipment such as a phone and computer.BENEFITS
What will you get out of working at CONSUMER? In addition to having the opportunity to help people from all over the country, we also have a competitive compensation and benefits package. Here are some of the additional perks our employees enjoy:
We all need some “me time” every once in a while. All full-time employees accrue paid days off during their first year of employment, in addition to company-paid holidays. Use it for a fabulous vacation, to play nurse (or patient) at home, or sit on your couch watching DIY marathons on HGTV all day. We don’t care – it’s your time. Enjoy. Saving for Retirement? Consumer employees can start contributing to a 401K right away! After one year of employment we make a monthly contribution to eligible employee’s Retirement Need to reduce your student loan debt? Consumer is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program.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.
