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Related Occupations for Task
13-2072.00 - Loan Officers Bright Outlook

Related occupations for task:

Work with clients to identify their financial goals and to find ways of reaching those goals.

13-2071.00 Credit Counselors   Bright Outlook Bright Outlook  
  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
  • 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.
  • Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
  • Conduct research to help clients avoid repossessions or foreclosures or remove levies or wage garnishments.
13-2082.00 Tax Preparers
  • Answer questions and provide future tax planning to clients.
13-2081.00 Tax Examiners and Collectors, and Revenue Agents
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
13-2071.01 Loan Counselors Bright Outlook
  • Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.