Credit Analysts: Be a Travel Agent

I had a hundred tabs open and no idea which ones mattered. So I enlisted the help of a travel agent, someone who has made dozens of visits to the Italian cities I was only reading about.

I mentioned I was interested in visiting Assisi. When she told me it was her favorite small city in Italy, 𝘢𝘯𝘥 𝘸𝘩𝘺, I was sold. The recommendation came from someone who had actually been there, someone willing to say, "This one's worth it." I was glad to have her on my side.

𝗧𝗵𝗮𝘁'𝘀 𝘄𝗵𝗮𝘁 𝗮 𝗰𝗿𝗲𝗱𝗶𝘁 𝗮𝗽𝗽𝗿𝗼𝘃𝗲𝗿 𝗻𝗲𝗲𝗱𝘀 𝗳𝗿𝗼𝗺 𝗮𝗻 𝗮𝗻𝗮𝗹𝘆𝘀𝘁.

In last week's AnalytiQ class, we looked at your role as the "travel agent" for the approver. Your approver knows the destination: a credit decision. But they don't have time to explore every detail.

That's where you come in. You dive in, explore everything, and build a credit presentation that shows the whole route: where the strengths are, where the risks might be hiding, and what you'd recommend.

Don't just deliver data. Deliver a point of view. "Here's what matters, here's what I'd watch, and here's the path I'd recommend." Be willing to say what you'd skip, too. 𝗔𝗻𝗱 𝘀𝗮𝘆 𝘄𝗵𝘆.

Approvers make stronger credit decisions when the analyst has been there first, and when the presentation boils all those details down to the few things that matter most.

𝗔 𝗻𝗲𝘄 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗤 𝗰𝗼𝗵𝗼𝗿𝘁 𝗶𝘀 𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗳𝗼𝗿 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟳. Add stronger communication skills to your foundational credit analysis training, and kick off 2027 ahead of the curve. Message me to learn more.