Credit Analyst Training Program
Advance your career in credit analysis with free 20-minute modules on credit policy, risk assessment and SAP/Oracle specific credit management skills.

Checklist - 12 Ways to Avoid Taking Bad Checks
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Checklist - 24 Bankruptcy Warning Signs
Checklist - New Account Set Up
Checklist - What To Do Before Contacting Your Attorney

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Credit Analyst

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Credit Analyst
Credit Policy
Credit Application
Bankruptcy
Downloadable Content- Second Reminder Letter fax
Downloadable Content- What is Wrong Letter Large Co
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Interview Questions - Best Practice Interviewing Strategies For Collection Specialist Candidates
Interview Questions - What answer would you prefer to hear when you ask these interview questions

Sales L&D Session: Executive Decision Making Criteria for Buying Services 1/28/2021
Weekly Sales training sessions
FREE
Credit Manager
Credit Analyst
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SKO 2021
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Credit Manager
Credit Analyst
Tip of the Week- 19 Remote Work KPIs for Trade Credit Teams
Tip of the Week- Credit Policy Matrix A gamechanger for risk management
Tip of the Week- DSO and What it Means for Sales and Others Outside
Tip of the Week- Hard Times Equals to More Frauds

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FREE
30 min
Assessments

Credit Policy and Portfolio Segmentation
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FREE
Credit Policy
Credit Scoring

Blog Sample - Credit Policy Matrix - There's No Such Thing as a Wrong Answer
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Blog Sample - Credit Policy Matrix - A Game-Changer for Risk Management?
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A Promissory Note Can Help a Past Due Customer and Protect Your Company
Know complete insights on promissory note and its important elements.Find the relevant information about the promissory note and its benefits on past due customer.
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Blog Sample - PAID - What's the Best Time to Write Off an Account to Bad Debts?
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$199
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A Complete Resource on Recovering Your Collateral :Replevin vs. Civil Suit
Know the information on recovering your collateral under replevin vs civil suit case.This resource provides you the tactics in releasing your collateral
FREE

Blog Sample - PAID - Seven Takeaways from September's Global Recovery Monitor Findings
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Can a Bank Refuse to Honor a Copy of a Letter of Credit?
Go through the following conversation to understand why a bank can refuse to honor a photocopy of a letter of credit.
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Blog Sample Free- 2021 Training Survey Results - Part 2: Credit Organizations Appear to Need More Formal Training Structures
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IVAR
Learn how to use various strategies for optimizing your cash management with practical solutions on how you could reconcile as many accounts as possible every month seamlessly.
FREE

Cash Application KPIs and Reporting
Watch this tutorial to learn how to monitor cash application KPIs to achieve your business's long-term goals.
FREE
30 min
KPIs and Reporting
Cash Reconciliation
60 mins

Test Ungated, Tribe - Video 2 Letter Template for Welcoming New Customers with Established Credit Line
Download this template to brief customers regarding the status of the credit line report, terms of sale and initial shipment details.
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Blog Sample - Collections Negotiations with Delinquent Customers? 10 Tips to Get Payments
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Test Gated of Top Interviewing Strategies For Collection Specialist - Content
Explore highly structured and skilful interviewing techniques for Collectors to ensure effective cash flow management of an organization.
$10
Credit Analyst
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A Nine-Step Checklist to Help You Create an Unclaimed Property Policy - Free
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Paid Plan
$500

Managing the Modern Treasury - Everything You Need to Know
Watch this full tutorial to learn the financial and operational risk mitigating measures and become a treasury expert.
$15
30 Mins
Credit Manager

Effective Collection Calls Listening Best Practices
Watch this tutorial to learn how to become an active listener by understanding the key listening qualities a collector should have.
30 Mins
Credit Analyst

Nov 19 Test Gated, Tribe, Paid - Video 2 Letter Template for Welcoming New Customers with Established Credit Line
Download this template to brief customers regarding the status of the credit line report, terms of sale and initial shipment details.
$10
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Test Gated, Tribe, Paid - Video 2 Letter Template for Welcoming New Customers with Established Credit Line
Download this template to brief customers regarding the status of the credit line report, terms of sale and initial shipment details.
$11
Credit Manager
Credit Analyst
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Test Ungated Download Letter Template for Welcoming New Customers with Established Credit Line
Download this template to brief customers regarding the status of the credit line report, terms of sale and initial shipment details.
Credit Analyst
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FREE
30 min
Assessments

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FREE
30 min

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30 min

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Test Gated of Top Interviewing Strategies For Collection Specialist
Explore highly structured and skilful interviewing techniques for Collectors to ensure effective cash flow management of an organization.
$20
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Checklist: 16 Signs You Should Place an Account For Collection
Follow these simple signs to know when to place an account for collection.Gather all possibilities & signs for account collection placement today.
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Test Ungated of Top Interviewing Strategies For Collection Specialist
Explore highly structured and skilful interviewing techniques for Collectors to ensure effective cash flow management of an organization.
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Test Gated, Tribe, Free - Video 2 Letter Template for Welcoming New Customers with Established Credit Line
Download this template to brief customers regarding the status of the credit line report, terms of sale and initial shipment details.
FREE
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Blog Sample - 2021 Training Survey Results - Part 2: Credit Organizations Appear to Need More Formal Training Structures
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Clone of Clone of Can a Bank Refuse to Honor a Copy of a Letter of Credit?
Go through the following conversation to understand why a bank can refuse to honor a photocopy of a letter of credit.
FREE

Test Ungated 2 of Top Interviewing Strategies For Collection Specialist
Explore highly structured and skilful interviewing techniques for Collectors to ensure effective cash flow management of an organization.

Test Ungated - Curriculum Top Interviewing Strategies For Collection Specialist
Explore highly structured and skilful interviewing techniques for Collectors to ensure effective cash flow management of an organization.
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Know every preferential action,defenses available for your company through this ultimate resource. Also, explore the essential information on preference actions on creditors
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Credit Data to Decisions– Navigating Bankruptcies and SMB Risk
Watch this tutorial as the experts share some strategies that best-performing credit teams have adopted to alleviate risk and make better credit decisions.
FREE
60 Mins

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FREE
30 min

Clone of Clone of Credit Policy and Portfolio Segmentation
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Credit Scoring
Assessments

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New Amazon Deductions Dashboard
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30 min

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30 min
Assessments

Clone of Credit Policy and Portfolio Segmentation
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Courtney Herington
Credit Analyst
Credit Scoring
Assessments

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FREE
30 min

Credit Scoring Rules and How to Configure them in SAP
Training to help credit analysts configure scoring rules in SAP. Learn how to define credit segments, rating procedures, scoring formulas, and credit limits to build a robust scoring model in SAP.
FREE
20 Mins

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Test Ungated - Video Letter Template for Welcoming New Customers with Established Credit Line
Download this template to brief customers regarding the status of the credit line report, terms of sale and initial shipment details.
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