The A-Z of Business Credit Application | Training for Credit Analyst

Lessons

1. How to Design a Credit Application

2. Twenty Five Checkpoints for A Risk-Proof Credit Application

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Duration 40 Min
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Lessons 2 Lessons
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Language English
  • About
  • Course Content
  • Resources
  • Instructors

Course Overview

Most companies have a structured B2B customer onboarding process set up. What they often lack is the skills to design the perfect credit application suited for their unique business needs. This specialization course empowers you to construct the right credit application template by helping you decide - why do you need the credit application, what are some other alternatives, what are some regulatory concerns that affect your application, and an exhaustive credit application checklist to choose from.

What you will learn

  • Value of a properly constructed and signed credit application
  • Regulatory concerns and laws that affect you
  • Critical and optional elements of credit application
  • Industry best practices and process guidelines for sales and credit teams

Skills you will gain

Credit Risk Assessment
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Role: Credit Analyst
Designed for business credit and risk analysts
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Level : Foundation Course
Designed to educate entry-level professionals
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Topic: O2C Essentials
Effective Telephone Collection Techniques
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Type: Theory Course
Theory lectures by credit practitioners
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Completion Time: 1 Week
Suggested reading for 2-3 hours/week

1. How to Design a Credit Application

Learn about the need, importance as well as the alternatives of a standard credit application in any business relationship.

2. Twenty Five Checkpoints for A Risk-Proof Credit Application

Design a usable credit application with critical and optional content. Understand the change technology is bringing to the process.

Lesson Resources

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Robert S. Shultz

Robert S. Shultz

Board of Directors Member, CMA
Robert Shultz has had a thirty- year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries. He is currently on several Advisory boards including as a Special Advisor to the Credit Management Association Board of Directors and he is the Chairman of the Financial Executive Networking Group’s (FENG) Credit and Working Capital Management professional group.

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