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U.S. Dept. of Labor code 13-2071.00Market Standard — BLS Business & Financial group

Credit Counselors

What this job is about

Assist clients in managing their debt and achieving financial stability.

What this work involves, step by step

AI can help most with the planning, drafting, and paperwork below — not the hands-on parts.

  1. 1

    Gather client financial information

    Interview clients to collect details about their income, debts, and expenses.

  2. 2

    Assess financial situations

    Review clients' financial data to evaluate their overall financial health.

  3. 3

    Create debt management plans

    Develop customized plans to help clients prioritize debt repayment and meet financial goals.

  4. 4

    Negotiate with creditors

    Engage with creditors to arrange payment adjustments or lower interest rates for clients.

  5. 5

    Educate clients on financial topics

    Explain important financial concepts and resources to empower clients in their decision-making.

Tools used in this work
Microsoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft WordOracle PeopleSoftSAP software

Free — no credit card required. 200 messages included.