Roles · Finance and mortgages

AI financial health counselor

Assesses financial situations and calculates available monthly income to meet debt obligations.

Losa Saleh“I calculate income and assess financial situations for clients.”An example character, not a real person.
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Financial health counselor · What it does

Three tasks it takes off your hands

  1. Calculate clients' available monthly income to meet debt obligations.
  2. Assess clients' overall financial situations by reviewing income and debts.
  3. Maintain or update records of client account activity and notes.
Where these come from

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

  • Calculate clients' available monthly income to meet debt obligations.
  • Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.

Financial health 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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