Assesses financial situations, calculates available income, and maintains client account records for the business.
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Certified credit counselor · What it does
Three tasks it takes off your hands
Assess clients overall financial situations by reviewing income and debts.
Calculate clients available monthly income to meet debt obligations.
Maintain or update records of client account activity.
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.
Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.
