13-2041.00 · Task explorer
Credit Analysts: reported tasks and exploration worksheet
Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decisionmaking.
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This source lists 11 tasks, including 7 marked Core and 4 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.
Task source dates: 08/2020.
11 tasks shown
Core · Task 1250 · 08/2020 · Occupational Expert
Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
Core · Task 1254 · 08/2020 · Occupational Expert
Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
Core · Task 1255 · 08/2020 · Occupational Expert
Generate financial ratios, using computer programs, to evaluate customers' financial status.
Core · Task 1251 · 08/2020 · Occupational Expert
Prepare reports that include the degree of risk involved in extending credit or lending money.
Core · Task 1259 · 08/2020 · Occupational Expert
Analyze financial data, such as income growth, quality of management, and market share to determine expected profitability of loans.
Core · Task 1257 · 08/2020 · Occupational Expert
Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
Core · Task 1258 · 08/2020 · Occupational Expert
Consult with customers to resolve complaints and verify financial and credit transactions.
Supplemental · Task 21164 · 08/2020 · Occupational Expert
Contact customers to collect payments on delinquent accounts.
Supplemental · Task 1252 · 08/2020 · Occupational Expert
Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
Supplemental · Task 1256 · 08/2020 · Occupational Expert
Review individual or commercial customer files to identify and select delinquent accounts for collection.
Supplemental · Task 1253 · 08/2020 · Occupational Expert
Confer with credit association and other business representatives to exchange credit information.
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Source and practice material
Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.
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