Roles · Finance and mortgages

AI certified credit counselor

Assesses financial situations, calculates available income, and maintains client account records for the business.

Jun Leota“I assess financial situations and calculate available monthly income.”An example character, not a real person.
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Certified credit counselor · What it does

Three tasks it takes off your hands

  1. Assess clients overall financial situations by reviewing income and debts.
  2. Calculate clients available monthly income to meet debt obligations.
  3. 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.

Certified 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