What You'll Do

  • Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
  • Prepare reports that include the degree of risk involved in extending credit or lending money.
  • Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
  • Confer with credit association and other business representatives to exchange credit information.
  • Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
  • Generate financial ratios, using computer programs, to evaluate customers' financial status.
  • Review individual or commercial customer files to identify and select delinquent accounts for collection.
  • Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
  • Consult with customers to resolve complaints and verify financial and credit transactions.
  • Analyze financial data, such as income growth, quality of management, and market share to determine expected profitability of loans.

Essential Skills

Critical Thinking 3.88/5
Reading Comprehension 3.62/5
Speaking 3.62/5
Active Learning 3.62/5
Active Listening 3.5/5
Mathematics 3.38/5
Writing 3.12/5
Judgment and Decision Making 3.12/5
Monitoring 3.0/5
Social Perceptiveness 3.0/5
Service Orientation 3.0/5
Complex Problem Solving 3.0/5

Career Fit Overview

Use this summary to sense whether the day to day rhythm and focus of this path line up with what energizes you.

Top passions

  • Organizer: Bringing order to data and processes satisfies you.
  • Leader: Taking charge and moving ideas forward motivates you.
  • Analyst: Investigating problems and finding patterns keeps you engaged.

Common styles

Analytical Thinking, Attention to Detail, Integrity, Dependability, Initiative

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Key Abilities

This career demands strong capabilities in the following areas:

Oral Expression 4.0/5
Oral Comprehension 3.88/5
Written Comprehension 3.88/5
Inductive Reasoning 3.88/5
Problem Sensitivity 3.75/5
Deductive Reasoning 3.75/5
Mathematical Reasoning 3.75/5
Number Facility 3.75/5

Technologies & Tools

CGI-AMS BureauLink Enterprise CGI-AMS CACS Enterprise CGI-AMS Strata Credit adjudication and lending management system CALMS Credit and risk analysis software Credit fraud detection software Dun and Bradstreet Global DecisionMaker eCredit Enterprise Equifax Advanced Decisioning Equifax Application Engine Equifax InterConnect Experian Credinomics Experian Detect Experian FraudShield Experian Quest Experian Retention Triggers Experian Strategy Management Experian Transact SM Fair Isaac Application Risk Model Software Fair Isaac Capstone Decision Manager

Work Environment & Style

Common Styles for This Career

  • Analytical Thinking (High importance: 4.89/5)
  • Attention to Detail (High importance: 4.8/5)
  • Integrity (High importance: 4.6/5)
  • Dependability (High importance: 4.4/5)
  • Initiative (High importance: 4.3/5)

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How to Become One

Most employers require a bachelor's degree in a relevant field. Some positions may also require experience through internships, co-ops, or entry-level work to strengthen your candidacy.

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Also Known As

This career is known by many different job titles across industries. Here are all the variations:

Commercial Credit Analyst Commercial Credit Manager Credit Administrator Credit Analyst Credit and Collections Analyst Credit Assessment Analyst Credit Assistant Manager Credit Coordinator Credit Manager Credit Negotiator Credit Officer Credit Portfolio Manager Credit Representative Credit Risk Analyst Credit Risk Manager Credit Risk Specialist Credit Specialist Escrow Representative Factorer Loan Review Analyst Municipal Fixed Income Analyst