- Contact outside health care providers and communicate with subjects to obtain follow-up information.
Occupations with related tasks Save Table: XLSX CSV
- Ask questions in accordance with instructions to obtain various specified information, such as person's name, address, age, religious preference, or state of residency.
- Identify and resolve inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
- Contact individuals to be interviewed at home, place of business, or field location, by telephone, mail, or in person.
- Identify and report problems in obtaining valid data.
- Ensure payment for services by verifying benefits with the person's insurance provider or working out financing options.
- Perform office duties, such as telemarketing or customer service inquiries, maintaining staff records, billing patients, or receiving payments.
- Review data obtained from interview for completeness and accuracy.
- Compile, record, and code results or data from interview or survey, using computer or specified form.
- Perform patient services, such as answering the telephone or assisting patients with financial or medical questions.
- Assist individuals in filling out applications or questionnaires.
- Supervise or train other staff members.
- Prepare reports to provide answers in response to specific problems.
- Meet with supervisor daily to submit completed assignments and discuss progress.
- Locate and list addresses and households.
- Collect and analyze data, such as studying old records, tallying the number of outpatients entering each day or week, or participating in federal, state, or local population surveys as a Census Enumerator.
- Explain survey objectives and procedures to interviewees and interpret survey questions to help interviewees' comprehension.
- Recruit participants for focus groups.
- Ask questions in accordance with instructions to obtain various specified information, such as person's name, address, age, religious preference, or state of residency.
- Identify and resolve inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
- Contact individuals to be interviewed at home, place of business, or field location, by telephone, mail, or in person.
- Identify staff vacancies and recruit, interview, and select applicants.
- Conduct exit interviews to identify reasons for employee termination.
- Represent organization at personnel-related hearings and investigations.
- Serve as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work-related problems.
- Advise managers on organizational policy matters, such as equal employment opportunity and sexual harassment, and recommend needed changes.
- Analyze and modify compensation and benefits policies to establish competitive programs and ensure compliance with legal requirements.
- Perform difficult staffing duties, including dealing with understaffing, refereeing disputes, firing employees, and administering disciplinary procedures.
- Negotiate bargaining agreements and help interpret labor contracts.
- Plan, direct, supervise, and coordinate work activities of subordinates and staff relating to employment, compensation, labor relations, and employee relations.
- Prepare personnel forecast to project employment needs.
- Provide current and prospective employees with information about policies, job duties, working conditions, wages, opportunities for promotion, and employee benefits.
- Investigate and report on industrial accidents for insurance carriers.
- Administer compensation, benefits, and performance management systems, and safety and recreation programs.
- Analyze statistical data and reports to identify and determine causes of personnel problems and develop recommendations for improvement of organization's personnel policies and practices.
- Plan, organize, direct, control, or coordinate the personnel, training, or labor relations activities of an organization.
- Allocate human resources, ensuring appropriate matches between personnel.
- Oversee the evaluation, classification, and rating of occupations and job positions.
- Plan and conduct new employee orientation to foster positive attitude toward organizational objectives.
- Analyze training needs to design employee development, language training, and health and safety programs.
- Study legislation, arbitration decisions, and collective bargaining contracts to assess industry trends.
- Maintain records and compile statistical reports concerning personnel-related data such as hires, transfers, performance appraisals, and absenteeism rates.
- Prepare and follow budgets for personnel operations.
- Develop, administer, and evaluate applicant tests.
- Develop or administer special projects in areas such as pay equity, savings bond programs, day care, and employee awards.
- Contract with vendors to provide employee services, such as food service, transportation, or relocation service.
- Provide terminated employees with outplacement or relocation assistance.
- Identify staff vacancies and recruit, interview, and select applicants.
- Conduct exit interviews to identify reasons for employee termination.
- Represent organization at personnel-related hearings and investigations.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- Respond to requests for information from the public, other municipalities, state officials, or state and federal legislative offices.
- Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired licenses.
- Perform administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Verify the authenticity of documents, such as foreign identification or immigration documents.
- Record and edit the minutes of meetings and distribute to appropriate officials or staff members.
- Issue public notification of all official activities or meetings.
- Record and maintain all vital and fiscal records and accounts.
- Record case dispositions, court orders, or arrangements made for payment of court fees.
- Answer questions or provide advice to the public regarding licensing policies, procedures, or regulations.
- Prepare meeting agendas or packets of related information.
- Examine legal documents submitted to courts for adherence to laws or court procedures.
- Prepare ordinances, resolutions, or proclamations so that they can be executed, recorded, archived, or distributed.
- Answer inquiries from the general public regarding judicial procedures, court appearances, trial dates, adjournments, outstanding warrants, summonses, subpoenas, witness fees, or payment of fines.
- Code information on license applications for entry into computers.
- Prepare documents recording the outcomes of court proceedings.
- Perform budgeting duties, such as assisting in budget preparation, expenditure review, or budget administration.
- Prepare and issue orders of the court, such as probation orders, release documentation, sentencing information, or summonses.
- Perform record checks on past or current licensees, as required by investigations.
- Perform general office duties, such as taking or transcribing dictation, typing or proofreading correspondence, distributing or filing official forms, or scheduling appointments.
- Instruct parties about timing of court appearances.
- Coordinate or maintain office tracking systems for correspondence or follow-up actions.
- Train other workers or coordinate their work, as necessary.
- Research information in the municipal archives upon request of public officials or private citizens.
- Perform contract administration duties, assisting with bid openings or the awarding of contracts.
- Participate in the administration of municipal elections, such as preparation or distribution of ballots, appointment or training of election officers, or tabulation or certification of results.
- Issue various permits and licenses, such as marriage, fishing, hunting, and dog licenses, and collect appropriate fees.
- Plan or direct the maintenance, filing, safekeeping, or computerization of all municipal documents.
- Prepare dockets or calendars of cases to be called.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- Respond to requests for information from the public, other municipalities, state officials, or state and federal legislative offices.
- Interview and investigate applicants for public assistance to gather information pertinent to their applications.
- Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.
- Compute and authorize amounts of assistance for programs, such as grants, monetary payments, and food stamps.
- Keep records of assigned cases, and prepare required reports.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- Interpret and explain information such as eligibility requirements, application details, payment methods, and applicants' legal rights.
- Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.
- Check with employers or other references to verify answers and obtain further information.
- Answer applicants' questions about benefits and claim procedures.
- Provide social workers with pertinent information gathered during applicant interviews.
- Refer applicants to job openings or to interviews with other staff, in accordance with administrative guidelines or office procedures.
- Schedule benefits claimants for adjudication interviews to address questions of eligibility.
- Provide applicants with assistance in completing application forms, such as those for job referrals or unemployment compensation claims.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Investigate claimants for the possibility of fraud or abuse.
- Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations.
- Monitor the payments of benefits throughout the duration of a claim.
- Interview and investigate applicants for public assistance to gather information pertinent to their applications.
- Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.
- Locate vendors of materials, equipment or supplies, and interview them to determine product availability and terms of sales.
- Interview and hire staff, and oversee staff training.
- 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.
- 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.
- Interview and hire staff, and oversee staff training.
- 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.
- Recruit, interview, and hire or sign up volunteers and staff.
- Represent organizations in relations with governmental and media institutions.
- Establish and oversee administrative procedures to meet objectives set by boards of directors or senior management.
- Direct activities of professional and technical staff members and volunteers.
- Evaluate the work of staff and volunteers to ensure that programs are of appropriate quality and that resources are used effectively.
- Participate in the determination of organizational policies regarding such issues as participant eligibility, program requirements, and program benefits.
- Prepare and maintain records and reports, such as budgets, personnel records, or training manuals.
- Provide direct service and support to individuals or clients, such as handling a referral for child advocacy issues, conducting a needs evaluation, or resolving complaints.
- Establish and maintain relationships with other agencies and organizations in community to meet community needs and to ensure that services are not duplicated.
- Research and analyze member or community needs to determine program directions and goals.
- Implement and evaluate staff, volunteer, or community training programs.
- Act as consultants to agency staff and other community programs regarding the interpretation of program-related federal, state, and county regulations and policies.
- Speak to community groups to explain and interpret agency purposes, programs, and policies.
- Analyze proposed legislation, regulations, or rule changes to determine how agency services could be impacted.
- Plan and administer budgets for programs, equipment, and support services.
- Direct fundraising activities and the preparation of public relations materials.
- Recruit, interview, and hire or sign up volunteers and staff.
- Represent organizations in relations with governmental and media institutions.
- 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.
- Confer with officials of real estate, securities, or financial institution industries to exchange views and discuss issues or pending cases.
- Recommend actions to ensure compliance with laws and regulations, or to protect solvency of institutions.
- Prepare reports, exhibits, and other supporting schedules that detail an institution's safety and soundness, compliance with laws and regulations, and recommended solutions to questionable financial conditions.
- Resolve problems concerning the overall financial integrity of banking institutions including loan investment portfolios, capital, earnings, and specific or large troubled accounts.
- Investigate activities of institutions to enforce laws and regulations and to ensure legality of transactions and operations or financial solvency.
- Review balance sheets, operating income and expense accounts, and loan documentation to confirm institution assets and liabilities.
- Plan, supervise, and review work of assigned subordinates.
- Review audit reports of internal and external auditors to monitor adequacy of scope of reports or to discover specific weaknesses in internal routines.
- Examine the minutes of meetings of directors, stockholders, and committees to investigate the specific authority extended at various levels of management.
- Train other examiners in the financial examination process.
- Establish guidelines for procedures and policies that comply with new and revised regulations and direct their implementation.
- Review and analyze new, proposed, or revised laws, regulations, policies, and procedures to interpret their meaning and determine their impact.
- Provide regulatory compliance training to employees.
- Evaluate data processing applications for institutions under examination to develop recommendations for coordinating existing systems with examination procedures.
- Review applications for mergers, acquisitions, establishment of new institutions, acceptance in Federal Reserve System, or registration of securities sales to determine their public interest value and conformance to regulations, and recommend acceptance or rejection.
- Verify and inspect cash reserves, assigned collateral, and bank-owned securities to check internal control procedures.
- 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.
- Confer with officials of real estate, securities, or financial institution industries to exchange views and discuss issues or pending cases.
- Interview and hire applicants.
- Meet with clients to schedule and plan details of conventions, banquets, receptions and other functions.
- Answer inquiries pertaining to hotel policies and services, and resolve occupants' complaints.
- Participate in financial activities, such as the setting of room rates, the establishment of budgets, and the allocation of funds to departments.
- Confer and cooperate with other managers to ensure coordination of hotel activities.
- Greet and register guests.
- Monitor the revenue activity of the hotel or facility.
- Manage and maintain temporary or permanent lodging facilities.
- Train staff members.
- Observe and monitor staff performance to ensure efficient operations and adherence to facility's policies and procedures.
- Coordinate front-office activities of hotels or motels, and resolve problems.
- Inspect guest rooms, public areas, and grounds for cleanliness and appearance.
- Assign duties to workers, and schedule shifts.
- Receive and process advance registration payments, mail letters of confirmation, or return checks when registrations cannot be accepted.
- Purchase supplies, and arrange for outside services, such as deliveries, laundry, maintenance and repair, and trash collection.
- Collect payments and record data pertaining to funds and expenditures.
- Develop and implement policies and procedures for the operation of a department or establishment.
- Prepare required paperwork pertaining to departmental functions.
- Show, rent, or assign accommodations.
- Perform marketing and public relations activities.
- Organize and coordinate the work of staff and convention personnel for meetings to be held at a particular facility.
- Provide assistance to staff members by inspecting rooms, setting tables, or doing laundry.
- Arrange telephone answering services, deliver mail and packages, or answer questions regarding locations for eating and entertainment.
- Book tickets for guests for local tours and attractions.
- Interview and hire applicants.
- Meet with clients to schedule and plan details of conventions, banquets, receptions and other functions.
- Investigate or interview individuals suspected of shoplifting or internal theft.
- Collaborate with law enforcement to investigate and solve external theft or fraud cases.
- Coordinate or conduct internal investigations of problems such as employee theft and violations of corporate loss prevention policies.
- Administer systems and programs to reduce loss, maintain inventory control, or increase safety.
- Review loss prevention exception reports and cash discrepancies to ensure adherence to guidelines.
- Train loss prevention staff, retail managers, or store employees on loss control and prevention measures.
- Provide recommendations and solutions in crisis situations such as workplace violence, protests, and demonstrations.
- Identify potential for loss and develop strategies to eliminate it.
- Hire or supervise loss prevention staff.
- Advise retail managers on compliance with applicable codes, laws, regulations, or standards.
- Develop and maintain partnerships with federal, state, or local law enforcement agencies or members of the retail loss prevention community.
- Perform or direct inventory investigations in response to shrink results outside of acceptable ranges.
- Maintain documentation of all loss prevention activity.
- Assess security needs across locations to ensure proper deployment of loss prevention resources, such as staff and technology.
- Monitor compliance to operational, safety, or inventory control procedures, including physical security standards.
- Verify correct use and maintenance of physical security systems, such as closed-circuit television, merchandise tags, and burglar alarms.
- Visit stores to ensure compliance with company policies and procedures.
- Analyze retail data to identify current or emerging trends in theft or fraud.
- Direct loss prevention audit programs including target store audits, maintenance audits, safety audits, or electronic article surveillance (EAS) audits.
- Coordinate theft and fraud investigations involving career criminals or organized group activities.
- Supervise surveillance, detection, or criminal processing related to theft and criminal cases.
- Perform cash audits and deposit investigations to fully account for store cash.
- Recommend improvements in loss prevention programs, staffing, scheduling, or training.
- Direct installation of covert surveillance equipment, such as security cameras.
- Monitor and review paperwork procedures and systems to prevent error-related shortages.
- Advise retail establishments on development of loss-investigation procedures.
- Maintain databases such as bad check logs, reports on multiple offenders, and alarm activation lists.
- Investigate or interview individuals suspected of shoplifting or internal theft.
- Collaborate with law enforcement to investigate and solve external theft or fraud cases.
- Interview patients or their representatives to identify problems relating to care.
- Coordinate communication between patients, family members, medical staff, administrative staff, or regulatory agencies.
- Refer patients to appropriate health care services or resources.
- Maintain knowledge of community services and resources available to patients.
- Explain policies, procedures, or services to patients using medical or administrative knowledge.
- Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.
- Read current literature, talk with colleagues, continue education, or participate in professional organizations or conferences to keep abreast of developments in the field.
- Develop and distribute newsletters, brochures, or other printed materials to share information with patients or medical staff.
- Provide consultation or training to volunteers or staff on topics, such as guest relations, patients' rights, or medical issues.
- Analyze patients' abilities to pay to determine charges on a sliding scale.
- Identify and share research, recommendations, or other information regarding legal liabilities, risk management, or quality of care.
- Collect and report data on topics, such as patient encounters or inter-institutional problems, making recommendations for change when appropriate.
- Teach patients to use home health care equipment.
- Interview patients or their representatives to identify problems relating to care.
- 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.
- Interview people and keep track of their responses.
- Compute and analyze data, using statistical formulas and computers or calculators.
- Check source data to verify completeness and accuracy.
- Enter data into computers for use in analyses or reports.
- Compile reports, charts, or graphs that describe and interpret findings of analyses.
- Participate in the publication of data or information.
- File data and related information, and maintain and update databases.
- Organize paperwork, such as survey forms or reports, for distribution or analysis.
- Code data prior to computer entry, using lists of codes.
- Compile statistics from source materials, such as production or sales records, quality-control or test records, time sheets, or survey sheets.
- Check survey responses for errors, such as the use of pens instead of pencils, and set aside response forms that cannot be used.
- Select statistical tests for analyzing data.
- Discuss data presentation requirements with clients.
- Send out surveys.
- Interview people and keep track of their responses.
- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
- Record information about financial status of customers and status of collection efforts.
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Locate and monitor overdue accounts, using computers and a variety of automated systems.
- Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
- Advise customers of necessary actions and strategies for debt repayment.
- Answer customer questions regarding problems with their accounts.
- Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
- Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
- Receive payments and post amounts paid to customer accounts.
- Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.
- Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
- Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
- Negotiate credit extensions when necessary.
- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Collect and record customer deposits and fees and issue receipts, using computers.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Execute wire transfers of funds.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Process loan applications.
- Obtain credit records from reporting agencies.
- Schedule repairs for locks on safe-deposit boxes.
- Perform foreign currency transactions and sell traveler's checks.
- Duplicate records for distribution to branch offices.
- Perform teller duties as required.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
- Keep records of customers' charges and payments.
- Compile and analyze credit information gathered by investigation.
- Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested.
- Evaluate customers' computerized credit records and payment histories to decide whether to approve new credit, based on predetermined standards.
- File sales slips in customers' ledgers for billing purposes.
- Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.
- Mail charge statements to customers.
- Examine city directories and public records to verify residence property ownership, bankruptcies, liens, arrest record, or unpaid taxes of applicants.
- Relay credit report information to subscribers by mail or by telephone.
- Prepare credit cards or charge account plates.
- Call customers to collect payment on delinquent accounts.
- Consult with customers to resolve complaints or verify financial or credit transactions.
- Contact former employers and other acquaintances to verify applicants' references, employment, health history, or social behavior.
- Prepare reports of findings and recommendations.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
- Answer telephones and direct calls to appropriate staff.
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
- Complete insurance or other claim forms.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Transmit correspondence or medical records by mail, e-mail, or fax.
- Maintain medical records, technical library, or correspondence files.
- Receive and route messages or documents, such as laboratory results, to appropriate staff.
- Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
- Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies.
- Transcribe recorded messages or practitioners' diagnoses or recommendations into patients' medical records.
- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
- Arrange hospital admissions for patients.
- Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Verify and examine information and accuracy of loan application and closing documents.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Submit loan applications with recommendation for underwriting approval.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- File and maintain loan records.
- Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
- Check value of customer collateral to be held as loan security.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Answer questions and advise customers regarding loans and transactions.
- Present loan and repayment schedules to customers.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Accept payment on accounts.
- Schedule and conduct closings of mortgage transactions.
- Establish credit limits and grant extensions of credit on overdue accounts.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Interview and hire workers.
- Resolve customer complaints regarding problems, such as payout errors.
- Remove suspected cheaters, such as card counters or other players who may have systems that shift the odds of winning to their favor.
- Track supplies of money to tables and perform any required paperwork.
- Explain and interpret house rules, such as game rules or betting limits.
- Prepare work schedules and station arrangements and keep attendance records.
- Monitor staffing levels to ensure that games and tables are adequately staffed for each shift, arranging for staff rotations and breaks and locating substitute employees as necessary.
- Maintain familiarity with all games used at a facility, as well as strategies or tricks employed in those games.
- Train new workers or evaluate their performance.
- Market or promote the casino to bring in business.
- Direct the distribution of complimentary hotel rooms, meals, or other discounts or free items given to players, based on their length of play and betting totals.
- Establish policies on issues, such as the type of gambling offered and the odds, the extension of credit, or the serving of food and beverages.
- Circulate among gaming tables to ensure that operations are conducted properly, that dealers follow house rules, or that players are not cheating.
- Set and maintain a bank and table limit for each game.
- Direct the compilation of summary sheets that show wager amounts and payoffs for races or events.
- Review operational expenses, budget estimates, betting accounts, or collection reports for accuracy.
- Record, collect, or pay off bets, issuing receipts as necessary.
- Notify board attendants of table vacancies so that waiting patrons can play.
- Monitor credit extended to players.
- Interview and hire workers.
- Interview job applicants to obtain and verify information used to screen and evaluate them.
- Process, verify, and maintain personnel related documentation, including staffing, recruitment, training, grievances, performance evaluations, classifications, and employee leaves of absence.
- Record data for each employee, including such information as addresses, weekly earnings, absences, amount of sales or production, supervisory reports on performance, and dates of and reasons for terminations.
- Explain company personnel policies, benefits, and procedures to employees or job applicants.
- Provide assistance in administering employee benefit programs and worker's compensation plans.
- Answer questions regarding examinations, eligibility, salaries, benefits, and other pertinent information.
- Prepare and set up for new employee orientations.
- Gather personnel records from other departments or employees.
- Examine employee files to answer inquiries and provide information for personnel actions.
- Search employee files to obtain information for authorized persons and organizations, such as credit bureaus and finance companies.
- Compile and prepare reports and documents pertaining to personnel activities.
- Process and review employment applications to evaluate qualifications or eligibility of applicants.
- Inform job applicants of their acceptance or rejection of employment.
- Select applicants meeting specified job requirements and refer them to hiring personnel.
- Arrange for advertising or posting of job vacancies and notify eligible workers of position availability.
- Request information from law enforcement officials, previous employers, and other references to determine applicants' employment acceptability.
- Administer and score applicant and employee aptitude, personality, and interest assessment instruments.
- Prepare badges, passes, and identification cards, and perform other security-related duties.
- Arrange for in-house and external training activities.
- Interview job applicants to obtain and verify information used to screen and evaluate them.
- 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.
- Interview and hire new employees.
- Consult with families or friends of the deceased to arrange funeral details, such as obituary notice wording, casket selection, or plans for services.
- Direct and supervise work of embalmers, funeral attendants, death certificate clerks, cosmetologists, or other staff.
- Schedule funerals, burials, or cremations.
- Sell funeral services, products, or merchandise to clients.
- Monitor funeral service operations to ensure that they comply with applicable policies, regulations, and laws.
- Offer counsel and comfort to families and friends of the deceased.
- Negotiate contracts for prearranged funeral services.
- Respond to customer complaints, legal inquiries, payment negotiations, or other post-service matters.
- Plan and implement changes to service offerings to meet community needs or increase funeral home revenues.
- Direct or monitor administrative, support, repair, or maintenance services for funeral homes.
- Schedule work hours for funeral home or contract employees.
- Set marketing, sales, or other financial goals for funeral service establishments and monitor progress toward these goals.
- Explain goals, policies, or procedures to staff members.
- Complete and maintain records, such as state-required documents, tracking documents, or product inventories.
- Evaluate the performance of vendors, contract employees, or other service providers to ensure quality and cost-efficiency.
- Set prices or credit terms for funeral products or services.
- Review financial statements, sales or activity reports, or other performance data to identify opportunities for cost reductions or service improvements.
- Identify skill development needs for funeral home staff.
- Attend or make presentations at community events to promote funeral home services or build community relationships.
- Plan and implement sales promotions or other marketing strategies and activities for funeral home operations.
- Conduct market research and analyze industry trends.
- Interview and hire new employees.
- Interview motorists about specific intersections or highways to gather road-condition information for use in planning.
- Study traffic delays by noting times of delays, the numbers of vehicles affected, and vehicle speed through the delay area.
- Interact with the public to answer traffic-related questions, respond to complaints or requests, or discuss traffic control ordinances, plans, policies, or procedures.
- Prepare graphs, charts, diagrams, or other aids to illustrate observations or conclusions.
- Analyze data related to traffic flow, accident rates, or proposed development to determine the most efficient methods to expedite traffic flow.
- Prepare work orders for repair, maintenance, or changes in traffic systems.
- Plan, design, and improve components of traffic control systems to accommodate current or projected traffic and to increase usability and efficiency.
- Compute time settings for traffic signals or speed restrictions, using standard formulas.
- Prepare drawings of proposed signal installations or other control devices, using drafting instruments or computer-automated drafting equipment.
- Study factors affecting traffic conditions, such as lighting or sign and marking visibility, to assess their effectiveness.
- Gather and compile data from hand count sheets, machine count tapes, or radar speed checks and code data for computer input.
- Measure and record the speed of vehicular traffic, using electrical timing devices or radar equipment.
- Lay out pavement markings for striping crews.
- Provide technical supervision regarding traffic control devices to other traffic technicians or laborers.
- Operate counters and record data to assess the volume, type, and movement of vehicular or pedestrian traffic at specified times.
- Place and secure automatic counters, using power tools, and retrieve counters after counting periods end.
- Review traffic control or barricade plans to issue permits for parades or other special events or for construction work that affects rights of way, providing assistance with plan preparation or revision, as necessary.
- Time stoplights or other delays, using stopwatches.
- Maintain or make minor adjustments or field repairs to equipment used in surveys, including the replacement of parts on traffic data gathering devices.
- Visit development or work sites to determine projects' effect on traffic and the adequacy of traffic control and safety plans or to suggest traffic control measures.
- Establish procedures for street closures or for repair or construction projects.
- Provide traffic information, such as road conditions, to the public.
- Monitor street or utility projects for compliance to traffic control permit conditions.
- Develop plans or long-range strategies for providing adequate parking space.
- Interview motorists about specific intersections or highways to gather road-condition information for use in planning.
- Conduct exit interviews and ensure that necessary employment termination paperwork is completed.
- Interpret and explain human resources policies, procedures, laws, standards, or regulations.
- Hire employees and process hiring-related paperwork.
- Maintain current knowledge of Equal Employment Opportunity (EEO) and affirmative action guidelines and laws, such as the Americans with Disabilities Act (ADA).
- Prepare or maintain employment records related to events, such as hiring, termination, leaves, transfers, or promotions, using human resources management system software.
- Address employee relations issues, such as harassment allegations, work complaints, or other employee concerns.
- Review employment applications and job orders to match applicants with job requirements.
- Inform job applicants of details such as duties and responsibilities, compensation, benefits, schedules, working conditions, or promotion opportunities.
- Select qualified job applicants or refer them to managers, making hiring recommendations when appropriate.
- Schedule or conduct new employee orientations.
- Maintain and update human resources documents, such as organizational charts, employee handbooks or directories, or performance evaluation forms.
- Confer with management to develop or implement personnel policies or procedures.
- Contact job applicants to inform them of the status of their applications.
- Interview job applicants to obtain information on work history, training, education, or job skills.
- Perform searches for qualified job candidates, using sources such as computer databases, networking, Internet recruiting resources, media advertisements, job fairs, recruiting firms, or employee referrals.
- Provide management with information or training related to interviewing, performance appraisals, counseling techniques, or documentation of performance issues.
- Analyze employment-related data and prepare required reports.
- Advise management on organizing, preparing, or implementing recruiting or retention programs.
- Develop or implement recruiting strategies to meet current or anticipated staffing needs.
- Administer employee benefit plans.
- Schedule or administer skill, intelligence, psychological, or drug tests for current or prospective employees.
- Conduct reference or background checks on job applicants.
- Review and evaluate applicant qualifications or eligibility for specified licensing, according to established guidelines and designated licensing codes.
- Evaluate recruitment or selection criteria to ensure conformance to professional, statistical, or testing standards, recommending revisions, as needed.
- Coordinate with outside staffing agencies to secure temporary employees, based on departmental needs.
- Evaluate selection or testing techniques by conducting research or follow-up activities and conferring with management or supervisory personnel.
- Conduct exit interviews and ensure that necessary employment termination paperwork is completed.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Calculate amount of claim.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Process and record new insurance policies and claims.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Pay small claims.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Collect initial premiums and issue receipts.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Compose business correspondence for supervisors, managers, and professionals.
- Apply insurance rating systems.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Enter insurance- and claims-related information into database systems.
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- 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.
- Interview, select, and train warehouse and supervisory personnel.
- Supervise the activities of workers engaged in receiving, storing, testing, and shipping products or materials.
- Plan, develop, or implement warehouse safety and security programs and activities.
- Inspect physical conditions of warehouses, vehicle fleets, or equipment and order testing, maintenance, repairs, or replacements.
- Plan, organize, or manage the work of subordinate staff to ensure that the work is accomplished in a manner consistent with organizational requirements.
- Collaborate with other departments to integrate logistics with business systems or processes, such as customer sales, order management, accounting, or shipping.
- Analyze all aspects of corporate logistics to determine the most cost-effective or efficient means of transporting products or supplies.
- Resolve problems concerning transportation, logistics systems, imports or exports, or customer issues.
- Develop and document standard and emergency operating procedures for receiving, handling, storing, shipping, or salvaging products or materials.
- Monitor operations to ensure that staff members comply with administrative policies and procedures, safety rules, union contracts, environmental policies, or government regulations.
- Analyze the financial impact of proposed logistics changes, such as routing, shipping modes, product volumes or mixes, or carriers.
- Monitor inventory levels of products or materials in warehouses.
- Establish or monitor specific supply chain-based performance measurement systems.
- Prepare and manage departmental budgets.
- Monitor product import or export processes to ensure compliance with regulatory or legal requirements.
- Prepare management recommendations, such as proposed fee and tariff increases or schedule changes.
- Advise sales and billing departments of transportation charges for customers' accounts.
- Analyze expenditures and other financial information to develop plans, policies, or budgets for increasing profits or improving services.
- Confer with department heads to coordinate warehouse activities, such as production, sales, records control, or purchasing.
- Implement specific customer requirements, such as internal reporting or customized transportation metrics.
- Maintain metrics, reports, process documentation, customer service logs, or training or safety records.
- Examine invoices and shipping manifests for conformity to tariff and customs regulations.
- Plan or implement energy saving changes to transportation services, such as reducing routes, optimizing capacities, employing alternate modes of transportation, or minimizing idling.
- Evaluate contractors or business partners for operational efficiency or safety or environmental performance records.
- Negotiate with carriers, warehouse operators, or insurance company representatives for services and preferential rates.
- Develop or implement plans for facility modification or expansion, such as equipment purchase or changes in space allocation or structural design.
- Direct inbound or outbound operations, such as transportation or warehouse activities, safety performance, and logistics quality management.
- Plan or implement improvements to internal or external systems or processes.
- Recommend or authorize capital expenditures for acquisition of new equipment or property to increase efficiency and services.
- Review invoices, work orders, consumption reports, or demand forecasts to estimate peak performance periods and to issue work assignments.
- Interview, select, and train warehouse and supervisory personnel.
