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43-4041.00Market Standard — pending BLS/OEWS enrichment

Credit Authorizers, Checkers, and Clerks

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.

Primary Directive

Evaluate credit applications and manage customer accounts effectively.

Execution Steps
  1. 1

    Gather customer financial data

    Interview credit applicants to obtain necessary personal and financial information.

  2. 2

    Analyze credit information

    Compile and analyze credit information gathered from various sources.

  3. 3

    Evaluate credit records

    Review computerized credit records and payment histories to make approval decisions.

  4. 4

    Communicate with customers

    Call customers to collect payments on delinquent accounts and resolve complaints.

  5. 5

    Prepare reports and documentation

    Prepare reports of findings and recommendations based on credit evaluations.

Toolbox Requirements
Microsoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft SharePointMicrosoft WordSAP softwareStructured query language SQLTableau

Free — no credit card required. 200 messages included.