Roles · Finance and mortgages

AI housing counselor

Creates debt management plans and assesses financial situations to advise clients on meeting their financial goals.

Hugo Reid“I calculate income and create plans for clients.”An example character, not a real person.
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Housing counselor · What it does

Three tasks it takes off your hands

  1. Create debt management plans and spending plans for clients.
  2. Assess clients financial situations by reviewing income and debts.
  3. Calculate 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.

Housing 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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