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credit-adviser/references/skills.md
2026-08-15 16:06:53 +02:00

2.2 KiB

Competences — credit adviser

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/1a87e487-6761-4374-b6db-100ac5a9ad5a).

Essential

  • advise on financial matters (skill/competence)
  • analyse loans (skill/competence)
  • analyse the credit history of potential customers (skill/competence)
  • assess debtor's financial situation (skill/competence)
  • consult credit score (skill/competence)
  • credit control processes (knowledge)
  • debt systems (knowledge)
  • economics (knowledge)
  • examine credit ratings (skill/competence)
  • financial products (knowledge)
  • insolvency law (knowledge)
  • maintain client debt records (skill/competence)
  • maintain credit history of clients (skill/competence)
  • obtain financial information (skill/competence)
  • perform debt investigation (skill/competence)
  • prepare credit offers (skill/competence)
  • provide financial product information (skill/competence)
  • provide support in financial calculation (skill/competence)

Optional

  • accounting techniques (knowledge)
  • advise on credit rating (skill/competence)
  • advise on risk management (skill/competence)
  • analyse financial risk (skill/competence)
  • assess risks of clients' assets (skill/competence)
  • audit techniques (knowledge)
  • banking activities (knowledge)
  • budget for financial needs (skill/competence)
  • business loans (knowledge)
  • communicate with banking professionals (skill/competence)
  • consumer protection (knowledge)
  • corporate social responsibility (knowledge)
  • create a financial plan (skill/competence)
  • credit card payments (knowledge)
  • determine loan conditions (skill/competence)
  • develop investment portfolio (skill/competence)
  • forecast future levels of business (skill/competence)
  • interpret financial statements (skill/competence)
  • interview bank loanees (skill/competence)
  • investment analysis (knowledge)
  • microfinance (knowledge)
  • monitor national economy (skill/competence)
  • mortgage loans (knowledge)
  • prepare credit reports (skill/competence)
  • property law (knowledge)
  • review investment portfolios (skill/competence)
  • securities (knowledge)
  • synthesise financial information (skill/competence)
  • tax legislation (knowledge)