How do they match: Credit Counselors

  • Personal Finance Counselor
  • Financial Aid Officer

  • Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
  • Disburse funds from client accounts to creditors.
  • 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.
  • Teach courses or seminars on topics, such as budgeting, management of personal finances, or financial literacy.

  • Disburse funds from clients accounts to creditors.