Filling out loan applications and including the credit analysis and loan request summaries, then submitting these loan applications to loan committees for their approval
Helping supply chain and sales and marketing departments in managing financial orders to help them control credit exposure, make payments on time, and reduce the risk of customer disputes
Conferring with clients to verify their financial/credit transactions and to resolve their complaints
I have a bachelor’s degree in order to break into
Accounting
Finance
Ratio analysis
Statistics
Economics
Calculus
Financial statement analysis
Risk assessment
After obtaining a bachelor’s degree, it is a good idea to gain work experience in the financial world prior to applying for a position as a credit analyst. Areas in which work experience is deemed the most valuable for future credit analysts include:
Accounts receivable
Accounting
Credit application processing