How do they match: Credit Counselors

  • Interview clients by telephone or in person to gather financial information.
  • Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
  • Explain loan information to clients, such as available loan types, eligibility requirements, or loan restrictions.
  • Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.
  • 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.

  • Interview clients to gather financial information.
  • Refer clients to community or social service programs.