skills-core/credit-analyst
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity
Files
594cb7c80e970bbe0b129f7eec7f2a1db0ba2543
credit-analyst/references/tasks.md
skillfactor-pipeline 594cb7c80e feat: credit-analyst skill package v0.1.0
2026-08-15 16:06:49 +02:00

2.1 KiB
Raw Blame History

Tasks & work activities — credit analyst

Source: O*NET 30.3, occupation 13-2041.00 (Credit Analysts).

Task statements

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

Detailed work activities

  • Advise others on financial matters.
  • Analyze business or financial data.
  • Analyze market conditions or trends.
  • Assess financial status of clients.
  • Assess risks to business operations.
  • Calculate data to inform organizational operations.
  • Collect payments for goods or services.
  • Confer with others about financial matters.
  • Correspond with customers to answer questions or resolve complaints.
  • Examine financial records.
  • Prepare contracts or other transaction documents.
  • Prepare financial documents, reports, or budgets.