How do they match: Credit Authorizers, Checkers, and Clerks

  • Finance Processor
  • Customer Service Representative
  • Education Finance Processor

  • 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.

  • Consult with customers to resolve complaints or verify financial or credit transactions.
  • File sales slips in customers' ledgers for billing purposes.
  • Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
  • Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested.
  • Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.

  • Analyze financial information.
  • Examine financial records.
  • Execute sales or other financial transactions.
  • Maintain financial or account records.
  • Obtain personal or financial information about customers or applicants.