Roles · Finance and mortgages

AI certified credit consultant

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

Leilani King“I calculate income and create plans to assist clients.”An example character, not a real person.
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Certified credit consultant · What it does

Three tasks it takes off your hands

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

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

  • 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.
  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.

Certified credit consultant · 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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