How do they match: Credit Counselors

  • Credit Services Specialist
  • Loan Servicing Representative

  • Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.

  • 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.

  • Develop financial plans for clients.
  • Refer clients to community or social service programs.