Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explaining loan requirements or restrictions. May help develop debt management plans, advise on credit issues, or provide budget, mortgage, and bankruptcy counseling.

13-2071.00 – Credit Counselors

13-2072.00 – Loan Officers
Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.
13-2071.01

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This book takes a glance at my journey and it’s designed to be a guide of sorts for those that are entering this industry. Although many of the topics and ideas are specific to the representatives that are on the floor, I believe that any new employee of this industry can benefit from the guidance.