Credit Analysts

Credit Administrator
Credit Analyst
Credit and Collections Analyst
Credit Officer
Credit Representative
Credit Risk Analyst
Municipal Fixed Income Analyst

What is a Credit Analyst?

A Credit Analyst is a financial professional who evaluates the creditworthiness of individuals or businesses to determine their ability to repay loans. They play a crucial role in the lending process by analyzing financial data, assessing risk, and providing recommendations to lenders. Credit Analysts typically review credit reports, financial statements, and other relevant information to make informed judgments about potential borrowers. Their insights help financial institutions, such as banks and credit unions, make decisions on whether to grant loans, determine appropriate interest rates, and establish lending limits. The role requires a strong understanding of financial principles, analytical skills, and attention to detail, as well as an ability to interpret complex financial information. Credit Analysts may specialize in various sectors, such as consumer credit, corporate finance, or commercial lending, and often collaborate with other financial professionals to support the lending process.

Career Assessment
Job Outlook

Projected salary and job growth

$50060.0 - $164750.0

New job opportunities are less likely in the future. : Below Average

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Assessment

Related assessments and tests

No assessment available.

Career Assessment

Tasks

  • Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
  • Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
  • Generate financial ratios, using computer programs, to evaluate customers' financial status.
  • Prepare reports that include the degree of risk involved in extending credit or lending money.
  • Analyze financial data, such as income growth, quality of management, and market share to determine expected profitability of loans.

Technology Skills

Tools Used

  • Notebook computers
  • Scanners
  • Desktop calculator
  • Desktop computers
  • Personal computers

Knowledge

  • Economics and Accounting

    Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

  • English Language

    Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

  • Mathematics

    Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

  • Law and Government

    Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

  • Administrative

    Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

0 Active Jobs in South Africa
Avg Salary: R46,956pm

How to know if you are ready to be a Credit Analyst in South Africa

Stepping into the world of credit risk and financial analysis is a significant career move. In the current South African market, there are approximately 107 active job openings, reflecting a steady demand for professionals who can safeguard financial institutions against risk. While the average starting salary sits around R6,618 per month for entry-level or junior roles, the potential for growth into senior risk management positions offers a lucrative and stable career path.

Is Credit Analysis Right for Me? (Psychometric Checklist)

Success in this field requires more than just an interest in finance; it demands a specific cognitive profile. Review the following traits to see if you align with the profession:

  • Analytical Rigour: Do you enjoy dissecting complex data sets to find the "story" behind the numbers?
  • Attention to Detail: Are you the person who spots a minor inconsistency in a spreadsheet that others overlook?
  • Ethical Integrity: Can you remain objective and adhere to strict regulatory frameworks, such as the National Credit Act, without compromise?
  • Decision-Making Confidence: Are you comfortable making high-stakes recommendations that impact a company’s bottom line?
  • Sceptical Mindset: Do you instinctively look for evidence and verification rather than taking information at face value?
  • Organisational Skills: Can you manage multiple credit applications simultaneously while meeting strict turnaround times?

A Day in the Life of a South African Credit Analyst

In the South African context, your day typically begins with a review of new credit applications, ranging from individual personal loans to massive corporate credit facilities. You will spend a significant portion of your morning analysing financial statements, credit bureau reports, and bank statements to determine a borrower's creditworthiness. You aren't just looking at the present; you are forecasting their future ability to repay.

Mid-afternoon often involves liaising with Relationship Managers or directly with clients to request further documentation or clarify financial anomalies. You must navigate the nuances of the local economy, considering factors like interest rate hikes and inflation that affect a client’s debt-to-income ratio. Your day concludes with the preparation of formal credit memos where you justify your "Approve" or "Decline" recommendation to a credit committee.

Education & Upskilling

Ready to start your career as a Credit Analysts?

Explore Top-Rated Credit Analysts Courses on Udemy

To enter this profession, a solid educational foundation is non-negotiable. Most South African employers look for a combination of formal qualification and specialised training:

  • Formal Degrees: A BCom in Accounting, Finance, or Economics from a recognised South African university is the standard gold requirement.
  • TVET Qualifications: Diplomas in Financial Management or Credit Management from TVET colleges provide an excellent entry point into junior or retail credit roles.
  • Professional Certifications: Completing a programme through the Institute of Credit Management (ICM) or obtaining a Credit Risk Management certificate can significantly boost your employability.

It is important to remember that the financial landscape is constantly evolving. Continuous learning is the cornerstone of a successful career; keeping up with new FICA regulations, IFRS standards, and automated credit scoring technologies is essential to remain competitive in the job market.

Next Steps

If you find yourself nodding along to the traits and responsibilities mentioned above, you are likely a strong candidate for this career path. However, theoretical knowledge is only half the battle. To truly understand where you stand in the current competitive landscape, you need to evaluate your practical readiness. Take the leap and test your readiness now by completing our professional assessment to see if you have what it takes to thrive as a South African Credit Analyst.


Skills

  • Critical Thinking

    Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

  • Active Learning

    Understanding the implications of new information for both current and future problem-solving and decision-making.

  • Reading Comprehension

    Understanding written sentences and paragraphs in work-related documents.

  • Speaking

    Talking to others to convey information effectively.

  • Active Listening

    Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Abilities

  • Oral Expression

    The ability to communicate information and ideas in speaking so others will understand.

  • Inductive Reasoning

    The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

  • Oral Comprehension

    The ability to listen to and understand information and ideas presented through spoken words and sentences.

  • Written Comprehension

    The ability to read and understand information and ideas presented in writing.

  • Deductive Reasoning

    The ability to apply general rules to specific problems to produce answers that make sense.

Education

How much education does a new hire need to perform a job in this occupation?

  • Bachelor's degree
    95 %
  • Master's degree
    5 %

Work Activities

  • Analyzing Data or Information

    Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

  • Getting Information

    Observing, receiving, and otherwise obtaining information from all relevant sources.

  • Working with Computers

    Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

  • Processing Information

    Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

  • Communicating with Supervisors, Peers, or Subordinates

    Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Detailed Work Activities

  • Analyze business or financial data.
  • Assess risks to business operations.
  • Prepare contracts or other transaction documents.
  • Calculate data to inform organizational operations.
  • Prepare financial documents, reports, or budgets.

Work Interests

  • Conventional

    Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.

  • Enterprising

    Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.

  • Investigative

    Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the fields of humanities, mathematics/statistics, information technology, or health care service.

This page incorporates data from O_NET OnLine, courtesy of the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), under the CC BY 4.0 license. O_NET is a registered trademark of USDOL/ETA. Assessify has adapted and modified the original content. Please note that USDOL/ETA has neither reviewed nor endorsed these changes.