How do they match: Credit Counselors

  • Personal Finance Counselor
  • Financial Assistance Advisor
  • Financial Aid Assistant
  • Financial Aid Administrative Assistant

  • Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
  • Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
  • Interview clients by telephone or in person to gather financial information.
  • Teach courses or seminars on topics, such as budgeting, management of personal finances, or financial literacy.