Roles · Finance and mortgages

AI budget credit counselor

Assesses financial situations and creates debt management plans to help clients meet their financial goals.

Rafael Price“I assess financial situations and create debt management plans.”An example character, not a real person.
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Budget credit counselor · What it does

Three tasks it takes off your hands

  1. Create debt management plans, spending plans, or budgets to assist clients.
  2. Assess clients' overall financial situations by reviewing income, assets, debts, expenses.
  3. Calculate clients' available monthly income to meet debt obligations.
Where these come from

The tasks of “Credit Counselors” (O*NET 13-2071.00), as O*NET lists them:

  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
  • Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Calculate clients' available monthly income to meet debt obligations.

Budget credit counselor · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Microsoft Access

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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