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

  • Customer Service Representative

  • 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.

  • Call customers to collect payment on delinquent accounts.
  • Consult with customers to resolve complaints or verify financial or credit transactions.
  • 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.
  • Keep records of customers' charges and payments.
  • Mail charge statements to customers.
  • Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested.
  • Review individual or commercial customer files to identify and select delinquent accounts for collection.

  • Correspond with customers to answer questions or resolve complaints.
  • Discuss account status or activity with customers or patrons.
  • Interview employees, customers, or others to collect information.
  • Obtain personal or financial information about customers or applicants.