Typical Tasks
Advise clients on housing matters, such as housing rental, homeownership, mortgage delinquency, or foreclosure prevention.
Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
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.
A day in the life
What kind of work is this?
Conventional
Organized, Procedural Work
Social
Working with people
Enterprising
Business based Work
What personality traits do you need to succeed?
Integrity
Dependability
Concern for Others
Attention to Detail
Self-Control
Cooperation
What key skills are needed for this job?
Speaking
Reading Comprehension
Active Listening
Writing
Critical Thinking
Active Learning
Expected Knowledge
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Common Activities
Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
Documenting/Recording Information
Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
Working with Computers
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
