How do they match: Credit Counselors

  • Personal Finance Counselor
  • Financial Health Counselor
  • Financial Aid Assistant
  • Financial Aid Administrative Assistant
  • Financial Aid Advisor
  • Financial Aid Coordinator
  • Financial Aid Counselor
  • Financial Aid Officer
  • Financial Assistance Advisor
  • Student Financial Aid Counselor

  • 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.

  • 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.
  • Prioritize client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first.
  • Teach courses or seminars on topics, such as budgeting, management of personal finances, or financial literacy.