How do they match: Credit Counselors

  • Personal Finance Counselor
  • Credit Services Specialist
  • Loan Servicing Representative

  • Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
  • Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.
  • Interview clients by telephone or in person to gather financial information.
  • Refer clients to social service or community resources for needs beyond those of credit or debt counseling.
  • Teach courses or seminars on topics, such as budgeting, management of personal finances, or financial literacy.

  • Correspond with customers to answer questions or resolve complaints.
  • Refer clients to community or social service programs.