Client Advocate

* Pay: Based on varied factors, typically around $16.00

*Work from home, hybrid, and WHQ positions are expected to start February 2023.  

*Fluency in Spanish and English recommended 

*Ability to type 40 words per minute at 80% accuracy is required 

*Due to contracts in place, U.S. Citizenship is required for the Client Advocate position. 

* All interview efforts have been transitioned to a virtual environment (Phone Call, Video Interview) and do not require in person meetings for consideration 

Schedule Requirements: 

• Full Time; 40 Hours a week with 8 Hour shifts, and Benefits Eligible (Medical, Dental Vision, 10 Paid Holidays, 19 PTO Days, and retirement options) 

• Typically, Monday – Thursday from 10 AM – 7 PM Eastern Time, and Friday from 8 AM – 5 PM, with a rotating Saturday shift around every 6 weeks 

ABOUT GREENPATH FINANCIAL WELLNESS 

As a trusted national nonprofit focused on financial wellness for everyone, people have turned to us for more than 60 years as their guide through financial crises: overwhelming debt, foreclosure, bankruptcy, or credit challenges. 

GreenPath Financial Wellness wholeheartedly believes a strong organization is based on the foundation of diverse groups of team members. We believe deeply in employees not only bringing their whole selves to work each day, but also feeling comfortable being their authentic self. We encourage people from each and every background and walk of life to apply for opportunities which they are passionate about and meet the qualifications. We strongly encourage people of color, LGBTQIA people, adults of any age, veterans, people with varying abilities, and people of various socio-economic backgrounds to apply. We believe you will bring meaningful viewpoints to our team members and the people we help each day. 

YOUR IMPACT AS A CALL CENTER INTAKE SPECIALIST 

As a Call Center Intake Specialist, you will welcome people to the organization during initial phone calls with potential clients. You are going to 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 GreenPath financial products and services. Then, you will explain these products and services to prospective clients and scheduling appointments, or immediately transferring them to a GreenPath 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 GreenPath ends up taking advantage of one of our services, our Client Advocates help ensure that everyone who reaches out to us is better off because they did.

THE DAY TO DAY

• Ability to speak, read and write Spanish and English fluently required
• Ability to type 40 words per minute required
• Answer primarily inbound 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 30-40 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 GreenPath’s potential and current clients in accordance with GreenPath standards and expectations. 
• Address prospective clients’ questions regarding GreenPath services the appointment process. 
• Data entry of client information with the ability maintain confidentiality of sensitive information
• Initiate the first financial assessment 
• Schedule appointments for prospective clients with a GreenPath Financial Counselor to review their budget, challenges, and provide recommendations to the client
• Gather information to pull credit reports for individuals who request one, ensuring compliance with the FCRA Standards
• 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 appropriate manager. 
• Perform miscellaneous office duties such as copying, data entry, word processing, filing, and faxing. 
• 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 GreenPath? 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 receive 19 paid days off during their first year of employment, in addition to 10 company-paid holidays per year. 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. 
• Continuous learners can get their classroom fix in a couple of different ways. GP team members are eligible for up to $2,500 in tuition reimbursement per year. In addition, GP team members can attend courses through Invest in Yourself, an in-house educational program offering training classes on a variety of topics ranging from Cash Flow Planning to Microsoft Excel to Stress Management.
• Need to reduce your student loan debt? GreenPath 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.
• Planning on growing your family? GreenPath offers paid Maternity and Paternity benefits.  
• Saving for Retirement? GreenPath employees can start contributing to a 403b right away! We also have a 401(a) Profit Sharing Plan. After one year of employment, we make a monthly contribution to eligible employees’ Profit-Sharing Account equivalent to 5% of their monthly gross compensation.  

GreenPath Financial Wellness reserves the right to change this description at any time. GreenPath Financial Wellness 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