- Assess needs for assistance, such as rehabilitation, financial aid, or additional vocational training, and refer clients to the appropriate services.
Occupations with related tasks Save Table: XLSX CSV
- Refer community members to needed health services.
- Identify the particular health care needs of individuals in a community or target area.
- Assist families to apply for social services, including Medicaid or Women, Infants, and Children (WIC).
- Maintain updated client records with plans, notes, appropriate forms, or related information.
- Advise clients or community groups on issues related to improving general health, such as diet or exercise.
- Contact clients in person, by phone, or in writing to ensure they have completed required or recommended actions.
- Distribute flyers, brochures, or other informational or educational documents to inform members of a targeted community.
- Attend community meetings or health fairs to understand community issues or build relationships with community members.
- Perform basic diagnostic procedures, such as blood pressure screening, breast cancer screening, or communicable disease screening.
- Advise clients or community groups on issues related to diagnostic screenings, such as breast cancer screening, pap smears, glaucoma tests, or diabetes screenings.
- Advise clients or community groups on issues related to risk or prevention of conditions, such as lead poisoning, human immunodeficiency virus (HIV), prenatal substance abuse, or domestic violence.
- Administer immunizations or other basic preventive treatments.
- Advise clients or community groups on issues related to self-care, such as diabetes management.
- Conduct home visits for pregnant women, newborn infants, or other high-risk individuals to monitor their progress or assess their needs.
- Transport or accompany clients to scheduled health appointments or referral sites.
- Advocate for individual or community health needs with government agencies or health service providers.
- Teach appropriate parenting behaviors to individuals or families.
- Report incidences of child or elder abuse, neglect, or threats of harm to authorities, as required.
- Teach classes or otherwise disseminate medical or dental health information to school groups, community groups, or targeted families or individuals, in a manner consistent with cultural norms.
- Advise clients or community groups on issues related to sanitation or hygiene, such as flossing or hand washing.
- Collect information from individuals to compile vital statistics about the general health of community members.
- Advise clients or community groups on issues related to social or intellectual development, such as education, childcare, or problem solving.
- Provide basic health services, such as first aid.
- Interpret, translate, or provide cultural mediation related to health services or information for community members.
- Monitor nutrition of children, elderly, or other high-risk groups.
- Advise clients or community groups to ensure parental understanding of the importance of childhood immunizations and how to access immunization services.
- Develop plans or formal contracts for individuals, families, or community groups to improve overall health.
- Refer community members to needed health services.
- Identify the particular health care needs of individuals in a community or target area.
- Assist families to apply for social services, including Medicaid or Women, Infants, and Children (WIC).
- Refer clients to community resources for services, such as job placement, debt counseling, legal aid, housing, medical treatment, or financial assistance, and provide concrete information, such as where to go and how to apply.
- Consult with parents, teachers, and other school personnel to determine causes of problems, such as truancy and misbehavior, and to implement solutions.
- Arrange for medical, psychiatric, and other tests that may disclose causes of difficulties and indicate remedial measures.
- Provide, find, or arrange for support services, such as child care, homemaker service, prenatal care, substance abuse treatment, job training, counseling, or parenting classes to prevent more serious problems from developing.
- Counsel students whose behavior, school progress, or mental or physical impairment indicate a need for assistance, diagnosing students' problems and arranging for needed services.
- Evaluate personal characteristics and home conditions of foster home or adoption applicants.
- Determine clients' eligibility for financial assistance.
- Maintain case history records and prepare reports.
- Interview clients individually, in families, or in groups, assessing their situations, capabilities, and problems to determine what services are required to meet their needs.
- Serve as liaisons between students, homes, schools, family services, child guidance clinics, courts, protective services, doctors, and other contacts to help children who face problems, such as disabilities, abuse, or poverty.
- Develop and review service plans in consultation with clients and perform follow-ups assessing the quantity and quality of services provided.
- Address legal issues, such as child abuse and discipline, assisting with hearings and providing testimony to inform custody arrangements.
- Counsel parents with child rearing problems, interviewing the child and family to determine whether further action is required.
- Counsel individuals, groups, families, or communities regarding issues including mental health, poverty, unemployment, substance abuse, physical abuse, rehabilitation, social adjustment, child care, or medical care.
- Collect supplementary information needed to assist client, such as employment records, medical records, or school reports.
- Conduct social research.
- Supervise other social workers.
- Lead group counseling sessions that provide support in such areas as grief, stress, or chemical dependency.
- Serve on policy-making committees, assist in community development, and assist client groups by lobbying for solutions to problems.
- Refer clients to community resources for services, such as job placement, debt counseling, legal aid, housing, medical treatment, or financial assistance, and provide concrete information, such as where to go and how to apply.
- Consult with parents, teachers, and other school personnel to determine causes of problems, such as truancy and misbehavior, and to implement solutions.
- Arrange for medical, psychiatric, and other tests that may disclose causes of difficulties and indicate remedial measures.
- Provide, find, or arrange for support services, such as child care, homemaker service, prenatal care, substance abuse treatment, job training, counseling, or parenting classes to prevent more serious problems from developing.
- Counsel students whose behavior, school progress, or mental or physical impairment indicate a need for assistance, diagnosing students' problems and arranging for needed services.
- Evaluate personal characteristics and home conditions of foster home or adoption applicants.
- Determine clients' eligibility for financial assistance.
- Participate in job development and placement programs, contacting prospective employers, placing clients in jobs, and evaluating the success of placements.
- Locate barriers to client employment, such as inaccessible work sites, inflexible schedules, or transportation problems, and work with clients to develop strategies for overcoming these barriers.
- Analyze information from interviews, educational and medical records, consultation with other professionals, and diagnostic evaluations to assess clients' abilities, needs, and eligibility for services.
- Arrange for on-site job coaching or assistive devices, such as specially equipped wheelchairs, to help clients adapt to work or school environments.
- Arrange for physical, mental, academic, vocational, and other evaluations to obtain information for assessing clients' needs and developing rehabilitation plans.
- Prepare and maintain records and case files, including documentation, such as clients' personal and eligibility information, services provided, narratives of client contacts, or relevant correspondence.
- Confer with clients to discuss their options and goals so that rehabilitation programs and plans for accessing needed services can be developed.
- Develop rehabilitation plans that fit clients' aptitudes, education levels, physical abilities, and career goals.
- Monitor and record clients' progress to ensure that goals and objectives are met.
- Collaborate with clients' families to implement rehabilitation plans, such as behavioral, residential, social, or employment goals.
- Develop and maintain relationships with community referral sources, such as schools or community groups.
- Maintain close contact with clients during job training and placements to resolve problems and evaluate placement adequacy.
- Confer with physicians, psychologists, occupational therapists, and other professionals to develop and implement client rehabilitation programs.
- Collaborate with community agencies to establish facilities and programs for persons with disabilities.
- Manage budgets and direct case service allocations, authorizing expenditures and payments.
- Supervise rehabilitation counselors and staff.
- Develop diagnostic procedures to determine clients' needs.
- Participate in job development and placement programs, contacting prospective employers, placing clients in jobs, and evaluating the success of placements.
- Locate barriers to client employment, such as inaccessible work sites, inflexible schedules, or transportation problems, and work with clients to develop strategies for overcoming these barriers.
- Analyze information from interviews, educational and medical records, consultation with other professionals, and diagnostic evaluations to assess clients' abilities, needs, and eligibility for services.
- Arrange for on-site job coaching or assistive devices, such as specially equipped wheelchairs, to help clients adapt to work or school environments.
- Arrange for physical, mental, academic, vocational, and other evaluations to obtain information for assessing clients' needs and developing rehabilitation plans.
- Identify and approve work placements for offenders with community service sentences.
- Arrange for medical, mental health, or substance abuse treatment services according to individual needs or court orders.
- Arrange for postrelease services, such as employment, housing, counseling, education, and social activities.
- Provide offenders or inmates with assistance in matters concerning detainers, sentences in other jurisdictions, writs, and applications for social assistance.
- Assess the suitability of penitentiary inmates for release under parole and statutory release programs and submit recommendations to parole boards.
- Prepare and maintain case folder for each assigned inmate or offender.
- Gather information about offenders' backgrounds by talking to offenders, their families and friends, and other people who have relevant information.
- Interview probationers and parolees regularly to evaluate their progress in accomplishing goals and maintaining the terms specified in their probation contracts and rehabilitation plans.
- Discuss with offenders how such issues as drug and alcohol abuse and anger management problems might have played roles in their criminal behavior.
- Supervise people on community-based sentences, such as electronically monitored home detention, and provide field supervision of probationers by conducting curfew checks or visits to home, work, or school.
- Investigate alleged parole violations, using interviews, surveillance, and search and seizure.
- Recommend remedial action or initiate court action in response to noncompliance with terms of probation or parole.
- Develop liaisons and networks with other parole officers, community agencies, correctional institutions, psychiatric facilities, and aftercare agencies to plan for helping offenders with life adjustments.
- Administer drug and alcohol tests, including random drug screens of offenders, to verify compliance with substance abuse treatment programs.
- Inform offenders or inmates of requirements of conditional release, such as office visits, restitution payments, or educational and employment stipulations.
- Participate in decisions about whether cases should go before courts and which court should hear them.
- Write reports describing offenders' progress.
- Conduct prehearing and presentencing investigations and testify in court regarding offenders' backgrounds and recommended sentences and sentencing conditions.
- Develop and prepare packets containing information about social service agencies, assistance organizations, and programs that might be useful for inmates or offenders.
- Develop rehabilitation programs for assigned offenders or inmates, establishing rules of conduct, goals, and objectives.
- Recommend appropriate penitentiary for initial placement of an offender.
- Identify and approve work placements for offenders with community service sentences.
- Arrange for medical, mental health, or substance abuse treatment services according to individual needs or court orders.
- Arrange for postrelease services, such as employment, housing, counseling, education, and social activities.
- Provide offenders or inmates with assistance in matters concerning detainers, sentences in other jurisdictions, writs, and applications for social assistance.
- Assess the suitability of penitentiary inmates for release under parole and statutory release programs and submit recommendations to parole boards.
- Refer patient, client, or family to community resources to assist in recovery from mental or physical illness and to provide access to services such as financial assistance, legal aid, housing, job placement or education.
- Identify environmental impediments to client or patient progress through interviews and review of patient records.
- Advocate for clients or patients to resolve crises.
- Educate clients about end-of-life symptoms and options to assist them in making informed decisions.
- Collaborate with other professionals to evaluate patients' medical or physical condition and to assess client needs.
- Utilize consultation data and social work experience to plan and coordinate client or patient care and rehabilitation, following through to ensure service efficacy.
- Monitor, evaluate, and record client progress according to measurable goals described in treatment and care plan.
- Counsel clients and patients in individual and group sessions to help them overcome dependencies, recover from illness, and adjust to life.
- Organize support groups or counsel family members to assist them in understanding, dealing with, and supporting the client or patient.
- Modify treatment plans to comply with changes in clients' status.
- Supervise and direct other workers providing services to clients or patients.
- Plan and conduct programs to combat social problems, prevent substance abuse, or improve community health and counseling services.
- Develop or advise on social policy and assist in community development.
- Conduct social research to advance knowledge in the social work field.
- Investigate child abuse or neglect cases and take authorized protective action when necessary.
- Oversee Medicaid- and Medicare-related paperwork and recordkeeping in hospitals.
- Refer patient, client, or family to community resources to assist in recovery from mental or physical illness and to provide access to services such as financial assistance, legal aid, housing, job placement or education.
- Identify environmental impediments to client or patient progress through interviews and review of patient records.
- Determine whether clients should be counseled or referred to other specialists in such fields as medicine, psychiatry, or legal aid.
- Provide instructions to clients on how to obtain help with legal, financial, and other personal issues.
- Encourage individuals and family members to develop and use skills and strategies for confronting their problems in a constructive manner.
- Ask questions that will help clients identify their feelings and behaviors.
- Develop and implement individualized treatment plans addressing family relationship problems, destructive patterns of behavior, and other personal issues.
- Maintain case files that include activities, progress notes, evaluations, and recommendations.
- Counsel clients on concerns, such as unsatisfactory relationships, divorce and separation, child rearing, home management, or financial difficulties.
- Collect information about clients, using techniques such as testing, interviewing, discussion, or observation.
- Confer with clients to develop plans for posttreatment activities.
- Confer with other counselors, doctors, and professionals to analyze individual cases and to coordinate counseling services.
- Provide public education and consultation to other professionals or groups regarding counseling services, issues, and methods.
- Follow up on results of counseling programs and clients' adjustments to determine effectiveness of programs.
- Supervise other counselors, social service staff, and assistants.
- Gather information from doctors, schools, social workers, juvenile counselors, law enforcement personnel, and others to make recommendations to courts for resolution of child custody or visitation disputes.
- Write evaluations of parents and children for use by courts deciding divorce and custody cases, testifying in court if necessary.
- Provide family counseling and treatment services to inmates participating in substance abuse programs.
- Determine whether clients should be counseled or referred to other specialists in such fields as medicine, psychiatry, or legal aid.
- Provide instructions to clients on how to obtain help with legal, financial, and other personal issues.
- Provide information or refer individuals to public or private agencies or community services for assistance.
- Assist in locating housing for displaced individuals.
- Assess clients' cognitive abilities and physical and emotional needs to determine appropriate interventions.
- Develop and implement behavioral management and care plans for clients.
- Keep records or prepare reports for owner or management concerning visits with clients.
- Visit individuals in homes or attend group meetings to provide information on agency services, requirements, or procedures.
- Submit reports and review reports or problems with superior.
- Interview individuals or family members to compile information on social, educational, criminal, institutional, or drug history.
- Advise clients regarding food stamps, child care, food, money management, sanitation, or housekeeping.
- Meet with youth groups to acquaint them with consequences of delinquent acts.
- Consult with supervisor concerning programs for individual families.
- Demonstrate use and care of equipment for tenant use.
- Assist in planning food budgets, using charts or sample budgets.
- Assist clients with preparation of forms, such as tax or rent forms.
- Explain rules established by owner or management, such as sanitation or maintenance requirements or parking regulations.
- Observe clients' food selections and recommend alternate economical and nutritional food choices.
- Observe and discuss meal preparation and suggest alternate methods of food preparation.
- Transport and accompany clients to shopping areas or to appointments, using automobile.
- Inform tenants of facilities, such as laundries or playgrounds.
- Provide information or refer individuals to public or private agencies or community services for assistance.
- Assist in locating housing for displaced individuals.
- Refer patients, clients, or family members to community resources or to specialists as necessary.
- Evaluate clients' physical or mental condition, based on review of client information.
- Encourage clients to express their feelings and discuss what is happening in their lives, helping them to develop insight into themselves or their relationships.
- Prepare and maintain all required treatment records and reports.
- Counsel clients or patients, individually or in group sessions, to assist in overcoming dependencies, adjusting to life, or making changes.
- Guide clients in the development of skills or strategies for dealing with their problems.
- Perform crisis interventions to help ensure the safety of the patients and others.
- Perform crisis interventions with clients.
- Fill out and maintain client-related paperwork, including federal- and state-mandated forms, client diagnostic records, and progress notes.
- Develop and implement treatment plans based on clinical experience and knowledge.
- Collect information about clients through interviews, observation, or tests.
- Discuss with individual patients their plans for life after leaving therapy.
- Modify treatment activities or approaches as needed to comply with changes in clients' status.
- Monitor clients' use of medications.
- Collaborate with mental health professionals and other staff members to perform clinical assessments or develop treatment plans.
- Act as client advocates to coordinate required services or to resolve emergency problems in crisis situations.
- Evaluate the effectiveness of counseling programs on clients' progress in resolving identified problems and moving towards defined objectives.
- Plan, organize, or lead structured programs of counseling, work, study, recreation, or social activities for clients.
- Counsel family members to assist them in understanding, dealing with, or supporting clients or patients.
- Learn about new developments in counseling by reading professional literature, attending courses and seminars, or establishing and maintaining contact with other social service agencies.
- Meet with families, probation officers, police, or other interested parties to exchange necessary information during the treatment process.
- Gather information about community mental health needs or resources that could be used in conjunction with therapy.
- Supervise other counselors, social service staff, assistants, or graduate students.
- Plan or conduct programs to prevent substance abuse or improve community health or counseling services.
- Coordinate or direct employee workshops, courses, or training about mental health issues.
- Refer patients, clients, or family members to community resources or to specialists as necessary.
- Evaluate clients' physical or mental condition, based on review of client information.
- Refer patient, client, or family to community resources for housing or treatment to assist in recovery from mental or physical illness, following through to ensure service efficacy.
- Counsel clients in individual or group sessions to assist them in dealing with substance abuse, mental or physical illness, poverty, unemployment, or physical abuse.
- Collaborate with counselors, physicians, or nurses to plan or coordinate treatment, drawing on social work experience and patient needs.
- Monitor, evaluate, and record client progress with respect to treatment goals.
- Interview clients, review records, conduct assessments, or confer with other professionals to evaluate the mental or physical condition of clients or patients.
- Supervise or direct other workers who provide services to clients or patients.
- Modify treatment plans according to changes in client status.
- Assist clients in adhering to treatment plans, such as setting up appointments, arranging for transportation to appointments, or providing support.
- Educate clients or community members about mental or physical illness, abuse, medication, or available community resources.
- Counsel or aid family members to assist them in understanding, dealing with, or supporting the client or patient.
- Increase social work knowledge by reviewing current literature, conducting social research, or attending seminars, training workshops, or classes.
- Plan or conduct programs to prevent substance abuse, combat social problems, or improve health or counseling services in community.
- Develop or advise on social policy or assist in community development.
- Refer patient, client, or family to community resources for housing or treatment to assist in recovery from mental or physical illness, following through to ensure service efficacy.
- Refer people to community support services, psychologists, or doctors.
- Prepare and deliver sermons or other talks.
- Organize and lead regular religious services.
- Plan or lead religious education programs.
- Instruct people who seek conversion to a particular faith.
- Counsel individuals or groups concerning their spiritual, emotional, or personal needs.
- Devise ways in which congregational membership can be expanded.
- Visit people in homes, hospitals, or prisons to provide them with comfort and support.
- Study and interpret religious laws, doctrines, or traditions.
- Train leaders of church, community, or youth groups.
- Respond to requests for assistance during emergencies or crises.
- Collaborate with committees or individuals to address financial or administrative issues pertaining to congregations.
- Perform administrative duties, such as overseeing building management, ordering supplies, contracting for services or repairs, or supervising the work of staff members or volunteers.
- Organize or engage in interfaith, community, civic, educational, or recreational activities sponsored by or related to religious programs.
- Refer people to community support services, psychologists, or doctors.
- Collaborate with health specialists and civic groups to determine community health needs and the availability of services and to develop goals for meeting needs.
- Prepare and distribute health education materials, such as reports, bulletins, and visual aids, to address smoking, vaccines, and other public health concerns.
- Develop and maintain cooperative working relationships with agencies and organizations interested in public health care.
- Maintain databases, mailing lists, telephone networks, and other information to facilitate the functioning of health education programs.
- Document activities and record information, such as the numbers of applications completed, presentations conducted, and persons assisted.
- Develop and present health education and promotion programs, such as training workshops, conferences, and school or community presentations.
- Develop, conduct, or coordinate health needs assessments and other public health surveys.
- Supervise professional and technical staff in implementing health programs, objectives, and goals.
- Develop operational plans and policies necessary to achieve health education objectives and services.
- Provide program information to the public by preparing and presenting press releases, conducting media campaigns, or maintaining program-related Web sites.
- Develop and maintain health education libraries to provide resources for staff and community agencies.
- Design and conduct evaluations and diagnostic studies to assess the quality and performance of health education programs.
- Provide guidance to agencies and organizations on assessment of health education needs and on development and delivery of health education programs.
- Design and administer training programs for new employees and continuing education for existing employees.
- Develop educational materials and programs for community agencies, local government, and state government.
- Collaborate with health specialists and civic groups to determine community health needs and the availability of services and to develop goals for meeting needs.
- Analyze member participation or changes in congregational emphasis to determine needs for religious education.
- Develop or direct study courses or religious education programs within congregations.
- Publicize programs through sources, such as newsletters, bulletins, or mailings.
- Train and supervise religious education instructional staff.
- Select appropriate curricula or class structures for educational programs.
- Collaborate with other ministry members to establish goals and objectives for religious education programs or to develop ways to encourage program participation.
- Implement program plans by ordering needed materials, scheduling speakers, reserving space, or handling other administrative details.
- Counsel individuals regarding interpersonal, health, financial, or religious problems.
- Confer with clergy members, congregational officials, or congregational organizations to encourage support of or participation in religious education activities.
- Schedule special events, such as camps, conferences, meetings, seminars, or retreats.
- Attend workshops, seminars, or conferences to obtain program ideas, information, or resources.
- Locate and distribute resources, such as periodicals or curricula, to enhance the effectiveness of educational programs.
- Analyze revenue and program cost data to determine budget priorities.
- Plan or conduct conferences dealing with the interpretation of religious ideas or convictions.
- Plan fundraising activities for the church.
- Visit congregational members' homes or arrange for pastoral visits to provide information or resources regarding religious education programs.
- Interpret religious education activities to the public through speaking, leading discussions, or writing articles for local or national publications.
- Analyze member participation or changes in congregational emphasis to determine needs for religious education.
- Provide clients or family members with information about addiction issues and about available services or programs, making appropriate referrals when necessary.
- Complete and maintain accurate records or reports regarding the patients' histories and progress, services provided, or other required information.
- Counsel clients or patients, individually or in group sessions, to assist in overcoming dependencies, adjusting to life, or making changes.
- Assess individuals' degree of drug dependency by collecting and analyzing urine samples.
- Follow progress of discharged patients to determine effectiveness of treatments.
- Review and evaluate clients' progress in relation to measurable goals described in treatment and care plans.
- Coordinate activities with courts, probation officers, community services, or other post-treatment agencies.
- Develop client treatment plans based on research, clinical experience, and client histories.
- Modify treatment plans to comply with changes in client status.
- Coordinate counseling efforts with mental health professionals or other health professionals, such as doctors, nurses, or social workers.
- Plan or implement follow-up or aftercare programs for clients to be discharged from treatment programs.
- Intervene as an advocate for clients or patients to resolve emergency problems in crisis situations.
- Attend training sessions to increase knowledge and skills.
- Interview clients, review records, and confer with other professionals to evaluate individuals' mental and physical condition and to determine their suitability for participation in a specific program.
- Instruct others in program methods, procedures, or functions.
- Participate in case conferences or staff meetings.
- Act as liaisons between clients and medical staff.
- Train or supervise student interns or new staff members.
- Counsel family members to assist them in understanding, dealing with, and supporting clients or patients.
- Confer with family members or others close to clients to keep them informed of treatment planning and progress.
- Develop, implement, or evaluate public education, prevention, or health promotion programs, working in collaboration with organizations, institutions, or communities.
- Supervise or direct other workers providing services to clients or patients.
- Provide clients or family members with information about addiction issues and about available services or programs, making appropriate referrals when necessary.
- Refer clients to social service or community resources for needs beyond those of credit or debt counseling.
- Calculate clients' available monthly income to meet debt obligations.
- Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.
- 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.
- Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
- Explain general financial topics to clients, such as credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, or collection actions.
- Interview clients by telephone or in person to gather financial information.
- Estimate time for debt repayment, given amount of debt, interest rates, and available funds.
- Prepare written documents to establish contracts with or communicate financial recommendations to clients.
- Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.
- Negotiate with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions, time extensions, or payment plans.
- Advise clients on housing matters, such as housing rental, homeownership, mortgage delinquency, or foreclosure prevention.
- Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
- Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
- Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
- Recommend educational materials or resources to clients on matters, such as financial planning, budgeting, or credit.
- Explain loan information to clients, such as available loan types, eligibility requirements, or loan restrictions.
- Teach courses or seminars on topics, such as budgeting, management of personal finances, or financial literacy.
- Conduct research to help clients avoid repossessions or foreclosures or remove levies or wage garnishments.
- Disburse funds from client accounts to creditors.
- Investigate missing checks, payment histories, held funds, returned checks, or other related issues to resolve client or creditor problems.
- Refer clients to social service or community resources for needs beyond those of credit or debt counseling.
