| 1 |
Tell me about a course or seminar which you successfully taught. What methods made you successful? |
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| 2 |
Describe a difficult issue (e.g. missing check) you resolved for a client or creditor. |
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| 3 |
Share an effective method you have used to explain complicated loan information to clients. |
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| 4 |
Provide a time when you successfully explained a financial topic to a client. What methods led to your success? |
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| 5 |
Tell me about an action plan you created which effectively assisted clients in obtaining permanent housing. |
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| 6 |
Describe an experience in which conducting research helped you give a client good advice. |
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| 7 |
Provide an experience in which you successfully advised a client on housing matters. |
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| 8 |
Share an experience in which being aware of a client's changing situation helped you to adjust his/her plan or budget accordingly. |
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| 9 |
Share an experience in which you referred a client to social service or a community resource. |
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| 10 |
What effective strategies have you recommended to clients to helped them meet their financial goals? |
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| 11 |
Describe an effective educational material or resource which you have recommended to clients. |
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| 12 |
What factors do you consider when prioritizing client debt repayment? |
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| 13 |
Describe a written document you prepared which effectively communicated financial recommendations to a client. |
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| 14 |
Tell me about a negotiation you made with a creditor which you were happy with. How about one which you were unhappy with? |
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| 15 |
What is the state of your clientele records? What is one thing you are trying to improve in your record keeping? |
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