Credit Authorizers, Checkers, and Clerks

Tasks

Core Tasks Include:

• Keep records of customers' charges and payments.
• Compile and analyze credit information gathered by investigation.
• Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested.
• Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.

Supplemental Tasks Include:

• Evaluate customers' computerized credit records and payment histories to decide whether to approve new credit, based on predetermined standards.
• File sales slips in customers' ledgers for billing purposes.
• Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.
• Mail charge statements to customers.
• Examine city directories and public records to verify residence property ownership, bankruptcies, liens, arrest record, or unpaid taxes of applicants.
• Relay credit report information to subscribers by mail or by telephone.
• Prepare credit cards or charge account plates.

Tasks Include:

• Call customers to collect payment on delinquent accounts.
• Consult with customers to resolve complaints or verify financial or credit transactions.
• Contact former employers and other acquaintances to verify applicants' references, employment, health history, or social behavior.
• Prepare reports of findings and recommendations.
• Review individual or commercial customer files to identify and select delinquent accounts for collection.

The data sources for the information displayed here include: O*NET™. (Using onet291)