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6/11/2019GSCFM 2019 PROPER AND LEGAL CREDIT DECISION ISSUES Wanda Borges, Esq. Borges & Associates, LLC 575 Under hill Blvd. Cosset, NY 11791 5166778200 × 225 wborges@borgeslawllc.com GSCF 1st Year

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How to fill out credit policies and procedures

01

Define the purpose of the credit policies and procedures

02

Determine who will be responsible for enforcing and updating the policies

03

Identify the information that needs to be included in the policies, such as credit application requirements, credit approval process, credit limits, and collection procedures

04

Outline the steps for filling out credit applications, including what information is required from applicants

05

Specify the criteria for evaluating creditworthiness of applicants and determining credit limits

06

Establish procedures for monitoring and reviewing credit accounts regularly

Who needs credit policies and procedures?

01

Any organization that offers credit to customers, such as banks, credit unions, retail stores, and other businesses, needs to have credit policies and procedures in place.

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What is credit policies and procedures?

Credit policies and procedures are guidelines established by a company to manage and control the credit risk associated with extending credit to customers.

Who is required to file credit policies and procedures?

All businesses that extend credit to customers are required to have and follow credit policies and procedures.

How to fill out credit policies and procedures?

Credit policies and procedures can be filled out by outlining the steps and guidelines followed by the company when extending credit, assessing creditworthiness, setting credit limits, and managing collections.

What is the purpose of credit policies and procedures?

The purpose of credit policies and procedures is to minimize credit risk, improve cash flow, and ensure consistent and fair treatment of customers.

What information must be reported on credit policies and procedures?

Credit policies and procedures must include information on credit evaluation criteria, credit terms, credit limit determination, collection procedures, and credit reporting.

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