Provision Access to Credit Analyst Tools/Resources
7
Training: credit Scoring Systems
8
Training: Data Analysis Techniques
9
Assign Mentor
10
Briefing on Company's Credit Policies
11
Train on Specific Software Used for Credit Analysis
12
Instruct on the Process of Writing Credit Reports
13
Briefing on Procedures to Communicate Recommendations
14
Participate in Mock Credit Analysis Scenarios
15
Assist in Simple Credit Analysis under Mentor Supervision
16
Approval: Mentor on Completed Training
17
Feedback Session from Mentor
18
Discuss Career development Opportunities
19
Assign First Live Task
Provide Employee Record Information
Please provide all necessary employee information such as full name, address, contact number, emergency contact, and personal email address. This information is crucial for establishing your employee record and ensuring effective communication.
Issue Employee Equipment and Software
As a credit analyst, you will require specific equipment and software to perform your job effectively. Please specify the equipment and software you will need, and any additional requirements or preferences you may have.
1
Laptop
2
Desktop PC
3
Dual Monitors
4
Headset
5
Other
1
Microsoft Office Suite
2
Credit Analysis Software
3
Database Software
4
Communication Tools
5
Other
Setup Employee Email and System Access
To ensure seamless communication and access to necessary systems, please provide your preferred username and specify any password preferences. Additionally, let us know if you require access to any specific systems or applications essential for your role as a credit analyst.
Conduct Office Orientation Tour
Welcome to our office! Get to know your surroundings and learn about essential facilities and amenities. Let us guide you through our workspace, common areas, and introduce you to the key personnel responsible for various departments.
1
Cafeteria
2
Conference Rooms
3
Restrooms
4
Parking Area
5
Other
1
HR Manager
2
IT Manager
3
Operations Manager
4
Finance Manager
5
Other
Introduction to The Team
We believe in fostering strong teamwork and collaboration. Please tell us about your preferred method of team introduction and what you expect from your team. Additionally, do you have any initial questions or concerns you'd like to address?
1
Individual Introductions
2
Group Introduction
3
Virtual Introduction
4
Other
Provision Access to Credit Analyst Tools/Resources
Access to the necessary tools and resources is essential for a credit analyst. Please specify any additional tools or resources you require to perform your job effectively. If you have any preferences or suggestions, feel free to let us know.
1
Credit Bureau Reports
2
Financial Statements
3
Excel Templates
4
Industry Research Reports
5
Other
Training: credit Scoring Systems
A good understanding of credit scoring systems is vital for effective credit analysis. Are you familiar with credit scoring systems? If not, what aspects would you like to learn more about? If you have any previous experience or knowledge in this area, please share it with us.
1
Very familiar
2
Somewhat familiar
3
Not familiar
Training: Data Analysis Techniques
Data analysis is a key skill for a credit analyst. Please let us know about your experience and proficiency in data analysis techniques. Are there any specific techniques or tools you would like to learn or improve upon?
1
Extensive experience
2
Some experience
3
Limited experience
1
Financial Ratios
2
Quantitative Models
3
Data Visualization
4
Simulation Software
5
Other
Assign Mentor
Having a mentor is invaluable for your professional growth. Please let us know your preference for a mentor, if any. If you have any specific criteria or requirements in mind, feel free to mention them.
Briefing on Company's Credit Policies
Understanding our credit policies is crucial for your role as a credit analyst. Please let us know your level of familiarity with credit policies and what aspects you would like to receive a briefing on. If you have any questions or concerns related to credit policies, feel free to mention them as well.
1
Very familiar
2
Somewhat familiar
3
Not familiar
Train on Specific Software Used for Credit Analysis
We utilize specific software for credit analysis. Please let us know about your familiarity with credit analysis software and any specific software you have previously worked with. If you have any areas of improvement or suggestions for using credit analysis software effectively, please share them.
1
Very familiar
2
Somewhat familiar
3
Not familiar
Instruct on the Process of Writing Credit Reports
Effective credit reports are essential for our decision-making process. Please let us know about your experience and expertise in writing credit reports. Are there any specific aspects or techniques you would like to learn or improve upon?
1
Extensive experience
2
Some experience
3
Limited experience
1
Industry Analysis
2
Risk Assessment
3
Recommendation Formulation
4
Report Structure
5
Other
Briefing on Procedures to Communicate Recommendations
Communicating recommendations is a crucial aspect of your role. Please let us know your preferred method of communicating recommendations and any specific techniques or guidelines you would like to be briefed on.
1
Written Reports
2
Verbal Presentations
3
Both
4
Other
Participate in Mock Credit Analysis Scenarios
Mock credit analysis scenarios provide valuable hands-on experience. Are you familiar with mock credit analysis scenarios? If not, what aspects would you like to learn more about? If you have any previous experience or knowledge in this area, please share it with us.
1
Very familiar
2
Somewhat familiar
3
Not familiar
Assist in Simple Credit Analysis under Mentor Supervision
Hands-on experience under mentor supervision is crucial for your development. Please let us know your level of comfort in assisting with simple credit analysis tasks and any specific areas you would like to gain more experience in.
1
Very comfortable
2
Somewhat comfortable
3
Not comfortable
Approval: Mentor on Completed Training
Will be submitted for approval:
Training: credit Scoring Systems
Will be submitted
Training: Data Analysis Techniques
Will be submitted
Assign Mentor
Will be submitted
Briefing on Company's Credit Policies
Will be submitted
Train on Specific Software Used for Credit Analysis
Will be submitted
Instruct on the Process of Writing Credit Reports
Will be submitted
Briefing on Procedures to Communicate Recommendations
Will be submitted
Participate in Mock Credit Analysis Scenarios
Will be submitted
Assist in Simple Credit Analysis under Mentor Supervision
Will be submitted
Feedback Session from Mentor
Feedback from your mentor is essential for your growth. Please let us know your preferred frequency and method of receiving feedback and any other specific preferences you have regarding feedback sessions.
1
Weekly
2
Bi-weekly
3
Monthly
4
Other
1
Written
2
Oral
3
Both
4
Other
Discuss Career development Opportunities
Career development is important to us. Please let us know about your career goals and aspirations, and any specific areas you would like to focus on or receive guidance on for your development as a credit analyst.
1
Technical Skills
2
Analytical Skills
3
Communication Skills
4
Leadership Skills
5
Other
Assign First Live Task
Congratulations on completing your onboarding process! Let's start with your first live task. Please let us know your preferences or any particular areas of interest you have for your first live task.
