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Related Occupations for Task
13-2071.00 - Credit Counselors

Related occupations for task:

Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.

13-2052.00 Personal Financial Advisors
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
13-2072.00 Loan Officers
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
13-2051.00 Financial and Investment Analysts
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
13-2053.00 Insurance Underwriters
  • Examine documents to determine degree of risk from factors such as applicant health, financial standing and value, and condition of property.
13-2041.00 Credit Analysts
  • Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.

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