How do they match: Credit Counselors

  • Credit Services Specialist
  • Loan Servicing Representative

  • Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.
  • Prepare written documents to establish contracts with or communicate financial recommendations to clients.
  • Refer clients to social service or community resources for needs beyond those of credit or debt counseling.
  • Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.

  • Refer clients to community or social service programs.