GreenPath

Customer Success Manager

• Provide top-tier support via phone to clients on our Debt Management Program
• Taking back-to-back calls in a call center environment
• Support client accounts and ensure seamless account management
• Manage proposals, payments, deposits, and creditor communications
• Proactively review client accounts to identify and resolve issues
• Maintain accurate records and ensure compliance with state regulations
• Collaborate across departments to ensure seamless client experience
• Encourage and motivate clients throughout their financial journey

Client Success Specialist

Financial Planning and Analysis

• Provide compassionate, non-judgmental financial counseling to clients nationwide through phone-based services
• Deliver phone-based financial counseling services
• Respond to inbound calls, client emails, and conduct outbound service-related calls
• Gather, review, 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-related counseling services, including:
• - Pre-purchase counseling
• - Foreclosure prevention
• - Rental counseling
• - Post-loan modification coaching
• - Reverse mortgage counseling
• Maintain accurate records and strict confidentiality of client information
• Complete required training and maintain applicable certifications
• Collaborate with colleagues to support service quality and organizational goals
• Perform additional duties as assigned

Financial Wellness Expert

• Provide top-tier support via phone to clients on our Debt Management Program
• Taking back-to-back calls in a call center environment
• Support client accounts and ensure seamless account management
• Manage proposals, payments, deposits, and creditor communications
• Proactively review client accounts to identify and resolve issues
• Maintain accurate records and ensure compliance with state regulations
• Collaborate across departments to ensure seamless client experience
• Encourage and motivate clients throughout their financial journey.

Client Success Specialist

Financial Wellness Expert

Bilingual Client Success Specialist