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How do they match:
Credit Counselors
12
Alternate Occupation Titles
Financial
Aid Administrative Assistant
Financial
Aid Advisor
Financial
Aid Assistant
Financial
Aid Coordinator
Financial
Aid Counselor
Financial
Aid Officer
Financial
Assistance Advisor
Financial
Counselor
Financial
Health Counselor
Accredited
Financial
Counselor
Personal
Finance
Counselor
Student
Financial
Aid Counselor
1
O*NET-SOC Description
Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student
financial
aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student
financial
aid counseling.
11
Tasks
Advise clients or respond to inquiries about
financial
matters in person or via phone, email, Web site, or Internet chat.
Assess clients' overall
financial
situations by reviewing income, assets, debts, expenses, credit reports, or other
financial
information.
Create debt management plans, spending plans, or budgets to assist clients to meet
financial
goals.
Explain general
financial
topics to clients, such as credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, or collection actions.
Interview clients by telephone or in person to gather
financial
information.
Maintain or update records of client account activity, including
financial
transactions, counseling session notes, correspondence, document images, or client inquiries.
Prepare written documents to establish contracts with or communicate
financial
recommendations to clients.
Recommend educational materials or resources to clients on matters, such as
financial
planning, budgeting, or credit.
Recommend strategies for clients to meet their
financial
goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
Review changes to
financial
, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
Teach courses or seminars on topics, such as budgeting, management of personal
finances
, or
financial
literacy.
8
Detailed Work Activities
Advise others on
financial
matters.
Assess
financial
status of clients.
Develop
financial
plans for clients.
Educate clients on
financial
planning topics.
Examine
financial
records.
Interpret
financial
information for others.
Interview clients to gather
financial
information.
Prepare
financial
documents.
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Work Values
Crosswalks
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DOT
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ESCO
Sites
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Related Sites
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Creative Commons CC-BY
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How do they match: 13-2071.00 - Credit Counselors
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
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Site updated August 9, 2024
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