How do they match: Credit Counselors

  • Credit Services Specialist
  • Financial Aid Officer
  • Loan Servicing Representative

  • Advise clients on housing matters, such as housing rental, homeownership, mortgage delinquency, or foreclosure prevention.
  • Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
  • Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.
  • Refer clients to social service or community resources for needs beyond those of credit or debt counseling.

  • Refer clients to community or social service programs.