Roles · Finance and mortgages

AI credit and collections analyst

Analyses credit data and financial statements to determine risk. Prepares reports with credit information for use in decisionmaking.

Kiri Fifita“I analyse credit data and prepare reports for decisions.”An example character, not a real person.
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Credit and collections analyst · What it does

Three tasks it takes off your hands

  1. Analyse credit data and financial statements to determine risk.
  2. Prepare reports that include the degree of risk involved.
  3. Generate financial ratios using computer programs to evaluate status.
Where these come from

The tasks of “Credit Analysts” (O*NET 13-2041.00), as O*NET lists them:

  • 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.
  • Generate financial ratios, using computer programs, to evaluate customers' financial status.

Credit and collections analyst · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Microsoft SQL Server

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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