43-4041.00 · Task explorer
Credit Authorizers, Checkers, and Clerks: reported tasks and exploration worksheet
Authorize credit charges against customers' accounts. Investigate history and credit standing of individuals or business establishments applying for credit. May interview applicants to obtain personal and financial data, determine credit worthiness, process applications, and notify customers of acceptance or rejection of credit.
Use the skill profile to plan your next practice →
Read the task inventory
This source lists 16 tasks, including 4 marked Core and 7 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: 11/2020.
16 tasks shown
Core · Task 23297 · 11/2020 · Analyst - Transition
Keep records of customers' charges and payments.
Core · Task 23298 · 11/2020 · Analyst - Transition
Compile and analyze credit information gathered by investigation.
Core · Task 23299 · 11/2020 · Analyst - Transition
Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested.
Core · Task 23300 · 11/2020 · Analyst - Transition
Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
Supplemental · Task 23301 · 11/2020 · Analyst - Transition
Evaluate customers' computerized credit records and payment histories to decide whether to approve new credit, based on predetermined standards.
Supplemental · Task 23302 · 11/2020 · Analyst - Transition
File sales slips in customers' ledgers for billing purposes.
Supplemental · Task 23303 · 11/2020 · Analyst - Transition
Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.
Supplemental · Task 23304 · 11/2020 · Analyst - Transition
Mail charge statements to customers.
Supplemental · Task 23305 · 11/2020 · Analyst - Transition
Examine city directories and public records to verify residence property ownership, bankruptcies, liens, arrest record, or unpaid taxes of applicants.
Supplemental · Task 23306 · 11/2020 · Analyst - Transition
Relay credit report information to subscribers by mail or by telephone.
Supplemental · Task 23307 · 11/2020 · Analyst - Transition
Prepare credit cards or charge account plates.
Unspecified · Task 23308 · 11/2020 · Analyst
Call customers to collect payment on delinquent accounts.
Unspecified · Task 23309 · 11/2020 · Analyst
Consult with customers to resolve complaints or verify financial or credit transactions.
Unspecified · Task 23310 · 11/2020 · Analyst
Contact former employers and other acquaintances to verify applicants' references, employment, health history, or social behavior.
Unspecified · Task 23311 · 11/2020 · Analyst
Prepare reports of findings and recommendations.
Unspecified · Task 23312 · 11/2020 · Analyst
Review individual or commercial customer files to identify and select delinquent accounts for collection.
Make the shortlist useful
- Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
- For each, write an example you can discuss or a question that would change your understanding of the role.
- Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.
The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.
Keep your worksheet
Download before leaving this page. Unsaved writing remains only in the page and is cleared on refresh. Notes and learning actions are not sent to a server. This guide describes an occupation and supports study planning; it does not provide clinical, legal or equipment-operating procedures.
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.
Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.