- Direct and participate in formal and informal meetings with bank directors, trustees, senior management, counsels, outside accountants, and consultants to gather information and discuss findings.
Occupations with related tasks Save Table: XLSX CSV
- Contact outside health care providers and communicate with subjects to obtain follow-up information.
- Communicate with laboratories or investigators regarding laboratory findings.
- Record adverse event and side effect data and confer with investigators regarding the reporting of events to oversight agencies.
- Collaborate with investigators to prepare presentations or reports of clinical study procedures, results, and conclusions.
- Maintain contact with sponsors to schedule and coordinate site visits or to answer questions about issues such as incomplete data.
- Contact industry representatives to ensure equipment and software specifications necessary for successful study completion.
- Schedule subjects for appointments, procedures, or inpatient stays as required by study protocols.
- Perform specific protocol procedures such as interviewing subjects, taking vital signs, and performing electrocardiograms.
- Assess eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with physicians and nurses.
- Prepare study-related documentation, such as protocol worksheets, procedural manuals, adverse event reports, institutional review board documents, or progress reports.
- Inform patients or caregivers about study aspects and outcomes to be expected.
- Monitor study activities to ensure compliance with protocols and with all relevant local, federal, and state regulatory and institutional polices.
- Oversee subject enrollment to ensure that informed consent is properly obtained and documented.
- Maintain required records of study activity including case report forms, drug dispensation records, or regulatory forms.
- Identify protocol problems, inform investigators of problems, or assist in problem resolution efforts, such as protocol revisions.
- Review proposed study protocols to evaluate factors such as sample collection processes, data management plans, or potential subject risks.
- Track enrollment status of subjects and document dropout information such as dropout causes and subject contact efforts.
- Code, evaluate, or interpret collected study data.
- Direct the requisition, collection, labeling, storage, or shipment of specimens.
- Instruct research staff in scientific and procedural aspects of studies including standards of care, informed consent procedures, or documentation procedures.
- Prepare for or participate in quality assurance audits conducted by study sponsors, federal agencies, or specially designated review groups.
- Order drugs or devices necessary for study completion.
- Participate in the development of study protocols including guidelines for administration or data collection procedures.
- Confer with health care professionals to determine the best recruitment practices for studies.
- Review scientific literature, participate in continuing education activities, or attend conferences and seminars to maintain current knowledge of clinical studies affairs and issues.
- Organize space for study equipment and supplies.
- Develop advertising and other informational materials to be used in subject recruitment.
- Dispense medical devices or drugs, and calculate dosages and provide instructions as necessary.
- Arrange for research study sites and determine staff or equipment availability.
- Interpret protocols and advise treating physicians on appropriate dosage modifications or treatment calculations based on patient characteristics.
- Register protocol patients with appropriate statistical centers as required.
- Solicit industry-sponsored trials through contacts and professional organizations.
- Participate in preparation and management of research budgets and monetary disbursements.
- Contact outside health care providers and communicate with subjects to obtain follow-up information.
- Communicate with laboratories or investigators regarding laboratory findings.
- Record adverse event and side effect data and confer with investigators regarding the reporting of events to oversight agencies.
- Collaborate with investigators to prepare presentations or reports of clinical study procedures, results, and conclusions.
- Maintain contact with sponsors to schedule and coordinate site visits or to answer questions about issues such as incomplete data.
- Contact industry representatives to ensure equipment and software specifications necessary for successful study completion.
- Provide responses to regulatory agencies regarding product information or issues.
- Represent organizations before domestic or international regulatory agencies on major policy matters or decisions regarding company products.
- Evaluate new software publishing systems and confer with regulatory agencies concerning news or updates on electronic publishing of submissions.
- Direct the preparation and submission of regulatory agency applications, reports, or correspondence.
- Review all regulatory agency submission materials to ensure timeliness, accuracy, comprehensiveness, or compliance with regulatory standards.
- Develop regulatory strategies and implementation plans for the preparation and submission of new products.
- Manage activities such as audits, regulatory agency inspections, or product recalls.
- Formulate or implement regulatory affairs policies and procedures to ensure that regulatory compliance is maintained or enhanced.
- Maintain current knowledge of relevant regulations, including proposed and final rules.
- Review materials such as marketing literature or user manuals to ensure that regulatory agency requirements are met.
- Communicate regulatory information to multiple departments and ensure that information is interpreted correctly.
- Provide regulatory guidance to departments or development project teams regarding design, development, evaluation, or marketing of products.
- Direct documentation efforts to ensure compliance with domestic and international regulations and standards.
- Monitor emerging trends regarding industry regulations to determine potential impacts on organizational processes.
- Investigate product complaints and prepare documentation and submissions to appropriate regulatory agencies as necessary.
- Train staff in regulatory policies or procedures.
- Develop and maintain standard operating procedures or local working practices.
- Participate in the development or implementation of clinical trial protocols.
- Implement or monitor complaint processing systems to ensure effective and timely resolution of all complaint investigations.
- Contribute to the development or implementation of business unit strategic and operating plans.
- Establish procedures or systems for publishing document submissions in hardcopy or electronic formats.
- Coordinate internal discoveries and depositions with legal department staff.
- Develop relationships with state or federal environmental regulatory agencies to learn about and analyze the potential impacts of proposed environmental policy regulations.
- Establish regulatory priorities or budgets and allocate resources and workloads.
- Monitor regulatory affairs activities to ensure their alignment with corporate sustainability or green initiatives.
- Monitor regulatory affairs trends related to environmental issues.
- Evaluate regulatory affairs aspects that are specifically green, such as the use of toxic substances in packaging, carbon footprinting issues, or green policy implementation.
- Provide responses to regulatory agencies regarding product information or issues.
- Represent organizations before domestic or international regulatory agencies on major policy matters or decisions regarding company products.
- Evaluate new software publishing systems and confer with regulatory agencies concerning news or updates on electronic publishing of submissions.
- Make presentations to legislative or other government committees regarding policies, programs, or budgets.
- Attend and participate in meetings of municipal councils or council committees.
- Represent organizations or promote their objectives at official functions, or delegate representatives to do so.
- Direct or coordinate an organization's financial or budget activities to fund operations, maximize investments, or increase efficiency.
- Confer with board members, organization officials, or staff members to discuss issues, coordinate activities, or resolve problems.
- Prepare budgets for approval, including those for funding or implementation of programs.
- Direct, plan, or implement policies, objectives, or activities of organizations or businesses to ensure continuing operations, to maximize returns on investments, or to increase productivity.
- Prepare or present reports concerning activities, expenses, budgets, government statutes or rulings, or other items affecting businesses or program services.
- Implement corrective action plans to solve organizational or departmental problems.
- Analyze operations to evaluate performance of a company or its staff in meeting objectives or to determine areas of potential cost reduction, program improvement, or policy change.
- Direct or coordinate activities of businesses or departments concerned with production, pricing, sales, or distribution of products.
- Direct human resources activities, including the approval of human resource plans or activities, the selection of directors or other high-level staff, or establishment or organization of major departments.
- Appoint department heads or managers and assign or delegate responsibilities to them.
- Interpret and explain policies, rules, regulations, or laws to organizations, government or corporate officials, or individuals.
- Review reports submitted by staff members to recommend approval or to suggest changes.
- Negotiate or approve contracts or agreements with suppliers, distributors, federal or state agencies, or other organizational entities.
- Establish departmental responsibilities and coordinate functions among departments and sites.
- Deliver speeches, write articles, or present information at meetings or conventions to promote services, exchange ideas, or accomplish objectives.
- Serve as liaisons between organizations, shareholders, and outside organizations.
- Coordinate the development or implementation of budgetary control systems, recordkeeping systems, or other administrative control processes.
- Preside over, or serve on, boards of directors, management committees, or other governing boards.
- Organize or approve promotional campaigns.
- Nominate citizens to boards or commissions.
- Conduct or direct investigations or hearings to resolve complaints or violations of laws, or testify at such hearings.
- Direct or coordinate activities of businesses involved with buying or selling investment products or financial services.
- Prepare bylaws approved by elected officials, and ensure that bylaws are enforced.
- Review and analyze legislation, laws, or public policy and recommend changes to promote or support interests of the general population or special groups.
- Direct non-merchandising departments, such as advertising, purchasing, credit, or accounting.
- Refer major policy matters to elected representatives for final decisions.
- Direct or conduct studies or research on issues affecting areas of responsibility.
- Administer programs for selection of sites, construction of buildings, or provision of equipment or supplies.
- Make presentations to legislative or other government committees regarding policies, programs, or budgets.
- Attend and participate in meetings of municipal councils or council committees.
- Represent organizations or promote their objectives at official functions, or delegate representatives to do so.
- Confer with credit association and other business representatives to exchange credit information.
- 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.
- Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
- Consult with customers to resolve complaints and verify financial and credit transactions.
- Contact customers to collect payments on delinquent accounts.
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Confer with credit association and other business representatives to exchange credit information.
- Confer with suppliers to obtain bids for proposed purchases and to requisition supplies, disbursing funds according to federal regulations.
- Monitor employees' work schedules and attendance for payroll purposes.
- Organize and supervise activities, such as the processing of incoming and outgoing mail.
- Resolve customer complaints.
- Prepare employee work schedules.
- Direct and coordinate operational, management, and supportive services of one or a number of postal facilities.
- Hire and train employees, and evaluate their performance.
- Prepare and submit detailed and summary reports of post office activities to designated supervisors.
- Negotiate labor disputes.
- Select and train postmasters and managers of associate postal units.
- Inform the public of available services, and of postal laws and regulations.
- Issue and cash money orders.
- Collect rents for post office boxes.
- Confer with suppliers to obtain bids for proposed purchases and to requisition supplies, disbursing funds according to federal regulations.
- Confer with engineers, architects, owners, contractors, and subcontractors on changes and adjustments to cost estimates.
- Analyze blueprints and other documentation to prepare time, cost, materials, and labor estimates.
- Collect historical cost data to estimate costs for current or future products.
- Assess cost effectiveness of products, projects or services, tracking actual costs relative to bids as the project develops.
- Consult with clients, vendors, personnel in other departments, or construction foremen to discuss and formulate estimates and resolve issues.
- Establish and maintain tendering process, and conduct negotiations.
- Prepare estimates for use in selecting vendors or subcontractors.
- Prepare estimates used by management for purposes such as planning, organizing, and scheduling work.
- Set up cost monitoring and reporting systems and procedures.
- Review material and labor requirements to decide whether it is more cost-effective to produce or purchase components.
- Prepare cost and expenditure statements and other necessary documentation at regular intervals for the duration of the project.
- Conduct special studies to develop and establish standard hour and related cost data or to reduce cost.
- Visit site and record information about access, drainage and topography, and availability of utility services.
- Prepare and maintain a directory of suppliers, contractors and subcontractors.
- Confer with engineers, architects, owners, contractors, and subcontractors on changes and adjustments to cost estimates.
- Locate vendors of materials, equipment or supplies, and interview them to determine product availability and terms of sales.
- Develop and implement purchasing and contract management instructions, policies, and procedures.
- Prepare bid awards requiring board approval.
- Direct and coordinate activities of personnel engaged in buying, selling, and distributing materials, equipment, machinery, and supplies.
- Review purchase order claims and contracts for conformance to company policy.
- Review, evaluate, and approve specifications for issuing and awarding bids.
- Administer online purchasing systems.
- Prepare and process requisitions and purchase orders for supplies and equipment.
- Interview and hire staff, and oversee staff training.
- Develop cost reduction strategies and savings plans.
- Control purchasing department budgets.
- Resolve vendor or contractor grievances and claims against suppliers.
- Analyze market and delivery systems to assess present and future material availability.
- Participate in the development of specifications for equipment, products, or substitute materials.
- Maintain records of goods ordered and received.
- Represent companies in negotiating contracts and formulating policies with suppliers.
- Prepare reports regarding market conditions and merchandise costs.
- Arrange for disposal of surplus materials.
- Locate vendors of materials, equipment or supplies, and interview them to determine product availability and terms of sales.
- Prepare for and respond to regulatory inquiries.
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Select or direct the execution of trades.
- Develop or implement fund investment policies or strategies.
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
- Present investment information, such as product risks, fees, or fund performance statistics.
- Develop, implement, or monitor security valuation policies.
- Meet with investors to determine investment goals or to discuss investment strategies.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
- Hire or evaluate staff.
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
- Develop or direct development of offering documents or marketing materials.
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
- Verify regulatory compliance of transaction reporting.
- Review offering documents or marketing materials to ensure regulatory compliance.
- Identify group or individual target investors for a specific fund.
- Direct activities of accounting or operations departments.
- Prepare for and respond to regulatory inquiries.
- Respond to requests for information about employers' activities or status.
- Assign, supervise, and review the activities of public relations staff.
- Confer with labor relations managers to develop internal communications that keep employees informed of company activities.
- Design and edit promotional publications, such as brochures.
- Develop and maintain the company's corporate image and identity, which includes the use of logos and signage.
- Develop, implement, or maintain crisis communication plans.
- Direct activities of external agencies, establishments, or departments that develop and implement communication strategies and information programs.
- Draft speeches for company executives and arrange interviews and other forms of contact for them.
- Establish and maintain effective working relationships with clients, government officials, and media representatives and use these relationships to develop new business opportunities.
- Evaluate advertising and promotion programs for compatibility with public relations efforts.
- Facilitate consumer relations or the relationship between parts of the company, such as the managers and employees, or different branch offices.
- Formulate policies and procedures related to public information programs, working with public relations executives.
- Identify main client groups and audiences, determine the best way to communicate publicity information to them, and develop and implement a communication plan.
- Maintain company archives.
- Manage communications budgets.
- Manage in-house communication courses.
- Manage special events, such as sponsorship of races, parties introducing new products, or other activities the firm supports, to gain public attention through the media without advertising directly.
- Observe and report on social, economic, and political trends that might affect employers.
- Produce films and other video products, regulate their distribution, and operate film library.
- Write interesting and effective press releases, prepare information for media kits, and develop and maintain company internet or intranet web pages.
- Respond to requests for information about employers' activities or status.
- Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.
- Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.
- Review event bills for accuracy and approve payment.
- Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security.
- Arrange the availability of audio-visual equipment, transportation, displays, and other event needs.
- Confer with staff at a chosen event site to coordinate details.
- Inspect event facilities to ensure that they conform to customer requirements.
- Maintain records of event aspects, including financial details.
- Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.
- Negotiate contracts with such service providers and suppliers as hotels, convention centers, and speakers.
- Evaluate and select providers of services according to customer requirements.
- Plan and develop programs, agendas, budgets, and services according to customer requirements.
- Hire, train, and supervise volunteers and support staff required for events.
- Conduct post-event evaluations to determine how future events could be improved.
- Direct administrative details, such as financial operations, dissemination of promotional materials, and responses to inquiries.
- Read trade publications, attend seminars, and consult with other meeting professionals to keep abreast of meeting management standards and trends.
- Organize registration of event participants.
- Develop event topics and choose featured speakers.
- Promote conference, convention and trades show services by performing tasks such as meeting with professional and trade associations, and producing brochures and other publications.
- Design and implement efforts to publicize events and promote sponsorships.
- Obtain permits from fire and health departments to erect displays and exhibits and serve food at events.
- Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Manage client portfolios, keeping client plans up-to-date.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Contact clients periodically to determine any changes in their financial status.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Monitor financial market trends to ensure that client plans are responsive.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Recruit and maintain client bases.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
- Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Assess companies as investments for clients by examining company facilities.
- Collaborate with investment bankers to attract new corporate clients.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
- Perform securities valuation or pricing.
- Prepare all materials for transactions or execution of deals.
- Prepare plans of action for investment, using financial analyses.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Purchase investments for companies in accordance with company policy.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Supervise, train, or mentor junior team members.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Communicate with reinsurance brokers to obtain information necessary for processing claims.
- Examine claims forms and other records to determine insurance coverage.
- Analyze information gathered by investigation and report findings and recommendations.
- Pay and process claims within designated authority level.
- Investigate, evaluate, and settle claims, applying technical knowledge and human relations skills to effect fair and prompt disposal of cases and to contribute to a reduced loss ratio.
- Verify and analyze data used in settling claims to ensure that claims are valid and that settlements are made according to company practices and procedures.
- Review police reports, medical treatment records, medical bills, or physical property damage to determine the extent of liability.
- Investigate and assess damage to property and create or review property damage estimates.
- Interview or correspond with agents and claimants to correct errors or omissions and to investigate questionable claims.
- Interview or correspond with claimants, witnesses, police, physicians, or other relevant parties to determine claim settlement, denial, or review.
- Enter claim payments, reserves and new claims on computer system, inputting concise yet sufficient file documentation.
- Resolve complex, severe exposure claims, using high service oriented file handling.
- Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.
- Confer with legal counsel on claims requiring litigation.
- Examine claims investigated by insurance adjusters, further investigating questionable claims to determine whether to authorize payments.
- Maintain claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.
- Refer questionable claims to investigator or claims adjuster for investigation or settlement.
- Collect evidence to support contested claims in court.
- Contact or interview claimants, doctors, medical specialists, or employers to get additional information.
- Present cases and participate in their discussion at claim committee meetings.
- Report overpayments, underpayments, and other irregularities.
- Attend mediations or trials.
- Supervise claims adjusters to ensure that adjusters have followed proper methods.
- Conduct detailed bill reviews to implement sound litigation management and expense control.
- Prepare reports to be submitted to company's data processing department.
- Examine titles to property to determine validity and act as company agent in transactions with property owners.
- Obtain credit information from banks and other credit services.
- Communicate with former associates to verify employment record or to obtain background information regarding persons or businesses applying for credit.
- Negotiate claim settlements or recommend litigation when settlement cannot be negotiated.
- Communicate with reinsurance brokers to obtain information necessary for processing claims.
- Confer with traders to identify and communicate risks associated with specific trading strategies or positions.
- Analyze areas of potential risk to the assets, earning capacity, or success of organizations.
- Analyze new legislation to determine impact on risk exposure.
- Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.
- Consult financial literature to ensure use of the latest models or statistical techniques.
- Contribute to development of risk management systems.
- Determine potential environmental impacts of new products or processes on long-term growth and profitability.
- Develop contingency plans to deal with emergencies.
- Develop or implement risk-assessment models or methodologies.
- Devise scenario analyses reflecting possible severe market events.
- Devise systems or processes to monitor validity of risk assessments.
- Document, and ensure communication of, key risks.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate the risks and benefits involved in implementing green building technologies.
- Evaluate the risks related to green investments, such as renewable energy company stocks.
- Gather risk-related data from internal or external resources.
- Identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments.
- Inform financial decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Maintain input or data quality of risk management systems.
- Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Prepare plans of action for investment, using financial analyses.
- Produce reports or presentations that outline findings, explain risk positions, or recommend changes.
- Provide statistical modeling advice to other departments.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Recommend ways to control or reduce risk.
- Review or draft risk disclosures for offer documents.
- Track, measure, or report on aspects of market risk for traded issues.
- Confer with traders to identify and communicate risks associated with specific trading strategies or positions.
- Confer with underwriters to resolve mortgage application problems.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Submit applications to credit analysts for verification and recommendation.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Review and update credit and loan files.
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- Handle customer complaints and take appropriate action to resolve them.
- Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
- Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
- Analyze potential loan markets and develop referral networks to locate prospects for loans.
- Compute payment schedules.
- Supervise loan personnel.
- Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
- Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
- Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
- Authorize or sign mail collection letters.
- Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
- Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
- Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
- Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
- Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
- Inform individuals and groups about the financial assistance available to college or university students.
- Maintain and review account records, updating and recategorizing them according to status changes.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Review accounts to determine write-offs for collection agencies.
- Review billing for accuracy.
- Confer with underwriters to resolve mortgage application problems.
- Meet with suppliers to discuss performance metrics, to provide performance feedback, or to discuss production forecasts or changes.
- Determine appropriate equipment and staffing levels to load, unload, move, or store materials.
- Manage activities related to strategic or tactical purchasing, material requirements planning, controlling inventory, warehousing, or receiving.
- Select transportation routes to maximize economy by combining shipments or consolidating warehousing and distribution.
- Define performance metrics for measurement, comparison, or evaluation of supply chain factors, such as product cost or quality.
- Implement new or improved supply chain processes to improve efficiency or performance.
- Develop procedures for coordination of supply chain management with other functional areas, such as sales, marketing, finance, production, or quality assurance.
- Confer with supply chain planners to forecast demand or create supply plans that ensure availability of materials or products.
- Analyze inventories to determine how to increase inventory turns, reduce waste, or optimize customer service.
- Negotiate prices and terms with suppliers, vendors, or freight forwarders.
- Analyze information about supplier performance or procurement program success.
- Monitor suppliers' activities to assess performance in meeting quality or delivery requirements.
- Design or implement supply chains that support business strategies adapted to changing market conditions, new business opportunities, or cost reduction strategies.
- Monitor forecasts and quotas to identify changes and predict effects on supply chain activities.
- Participate in the coordination of engineering changes, product line extensions, or new product launches to ensure orderly and timely transitions in material or production flow.
- Identify or qualify new suppliers in collaboration with other departments, such as procurement, engineering, or quality assurance.
- Design or implement plant warehousing strategies for production materials or finished products.
- Design, implement, or oversee product take back or reverse logistics programs to ensure products are recycled, reused, or responsibly disposed.
- Develop or implement procedures or systems to evaluate or select suppliers.
- Document physical supply chain processes, such as workflows, cycle times, position responsibilities, or system flows.
- Diagram supply chain models to help facilitate discussions with customers.
- Evaluate and select information or other technology solutions to improve tracking and reporting of materials or products distribution, storage, or inventory.
- Identify opportunities to reuse or recycle materials to minimize consumption of new materials, minimize waste, or to convert wastes to by-products.
- Review or update supply chain practices in accordance with new or changing environmental policies, standards, regulations, or laws.
- Design or implement supply chains that support environmental policies.
- Forecast material costs or develop standard cost lists.
- Locate or select biodegradable, non-toxic, or other environmentally friendly raw materials for manufacturing processes.
- Appraise vendor manufacturing capabilities through on-site observations or other measurements.
- Conduct or oversee the conduct of life cycle analyses to determine the environmental impacts of products, processes, or systems.
- Investigate or review the carbon footprints and environmental performance records of current or potential storage and distribution service providers.
- Meet with suppliers to discuss performance metrics, to provide performance feedback, or to discuss production forecasts or changes.
