- Evaluate applications, records, or documents to gather information about eligibility or liability issues.
Occupations with related tasks Save Table: XLSX CSV
- Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
- Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
- Process individual and corporate income tax returns, and sales and excise tax returns.
- Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties.
- Review selected tax returns to determine the nature and extent of audits to be performed on them.
- Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
- Send notices to taxpayers when accounts are delinquent.
- Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
- Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
- Maintain records for each case, including contacts, telephone numbers, and actions taken.
- Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
- Answer questions from taxpayers and assist them in completing tax forms.
- Collect taxes from individuals or businesses according to prescribed laws and regulations.
- Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
- Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
- Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
- Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
- Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
- Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
- Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
- Participate in informal appeals hearings on contested cases from other agents.
- Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
- Enter tax return information into computers for processing.
- Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
- Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
- Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
- Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
- Process individual and corporate income tax returns, and sales and excise tax returns.
- Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties.
- Review selected tax returns to determine the nature and extent of audits to be performed on them.
- Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
- Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Review accounts for discrepancies and reconcile differences.
- Audit payroll and personnel records to determine unemployment insurance premiums, workers' compensation coverage, liabilities, and compliance with tax laws.
- Review data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures.
- Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
- Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
- Conduct pre-implementation audits to determine if systems and programs under development will work as planned.
- Prepare detailed reports on audit findings.
- Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
- Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
- Supervise auditing of establishments, and determine scope of investigation required.
- Confer with company officials about financial and regulatory matters.
- Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
- Prepare adjusting journal entries.
- Establish tables of accounts and assign entries to proper accounts.
- Examine inventory to verify journal and ledger entries.
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
- Report to management regarding the finances of establishment.
- Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
- Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
- Examine whether the organization's objectives are reflected in its management activities, and whether employees understand the objectives.
- Review taxpayer accounts, and conduct audits on-site, by correspondence, or by summoning taxpayer to office.
- Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
- Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.
- Represent clients before taxing authorities and provide support during litigation involving financial issues.
- Direct activities of personnel engaged in filing, recording, compiling, and transmitting financial records.
- Develop, maintain, or analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
- Prepare, analyze, or verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
- Process invoices for payment.
- Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Review accounts for discrepancies and reconcile differences.
- Audit payroll and personnel records to determine unemployment insurance premiums, workers' compensation coverage, liabilities, and compliance with tax laws.
- Review data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures.
- Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
- Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
- Conduct pre-implementation audits to determine if systems and programs under development will work as planned.
- 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.
- Investigate activities of institutions to enforce laws and regulations and to ensure legality of transactions and operations or financial solvency.
- Evaluate data processing applications for institutions under examination to develop recommendations for coordinating existing systems with examination 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.
- 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.
- 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.
- Confer with officials of real estate, securities, or financial institution industries to exchange views and discuss issues or pending cases.
- 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.
- Investigate activities of institutions to enforce laws and regulations and to ensure legality of transactions and operations or financial solvency.
- Evaluate data processing applications for institutions under examination to develop recommendations for coordinating existing systems with examination procedures.
- Examine permits, licenses, applications, and records to ensure compliance with licensing requirements.
- Review and evaluate applications for registration of products containing dangerous materials, or for pollution control discharge permits.
- Evaluate label information for accuracy and conformance to regulatory requirements.
- Determine the nature of code violations and actions to be taken, and issue written notices of violation, participating in enforcement hearings, as necessary.
- Prepare, organize, and maintain inspection records.
- Investigate complaints and suspected violations regarding illegal dumping, pollution, pesticides, product quality, or labeling laws.
- Determine which sites and violation reports to investigate, and coordinate compliance and enforcement activities with other government agencies.
- Interview individuals to determine the nature of suspected violations and to obtain evidence of violations.
- Inform individuals and groups of pollution control regulations and inspection findings, and explain how problems can be corrected.
- Verify that hazardous chemicals are handled, stored, and disposed of in accordance with regulations.
- Learn and observe proper safety precautions, rules, regulations, and practices so that unsafe conditions can be recognized and proper safety protocols implemented.
- Monitor follow-up actions in cases where violations were found, and review compliance monitoring reports.
- Prepare written, oral, tabular, and graphic reports summarizing requirements and regulations, including enforcement and chain of custody documentation.
- Observe and record field conditions, gathering, interpreting, and reporting data such as flow meter readings and chemical levels.
- Determine sampling locations and methods, and collect water or wastewater samples for analysis, preserving samples with appropriate containers and preservation methods.
- Research and keep informed of pertinent information and developments in areas such as EPA laws and regulations.
- Participate in the development of spill prevention programs and hazardous waste rules and regulations, and recommend corrective actions for hazardous waste problems.
- Inspect waste pretreatment, treatment, and disposal facilities and systems for conformance to federal, state, or local regulations.
- Analyze and implement state, federal or local requirements as necessary to maintain approved pretreatment, pollution prevention, and storm water runoff programs.
- Respond to questions and inquiries, such as those concerning service charges and capacity fees, or refer them to supervisors.
- Research and perform calculations related to landscape allowances, discharge volumes, production-based and alternative limits, and wastewater strength classifications, making recommendations and completing documentation.
- Perform laboratory tests on samples collected, such as analyzing the content of contaminated wastewater.
- Inform health professionals, property owners, and the public about harmful properties and related problems of water pollution and contaminated wastewater.
- Conduct research on hazardous waste management projects to determine the magnitude of problems and treatment or disposal alternatives and costs.
- Maintain and repair materials, work sites, and equipment.
- Prepare data to calculate sewer service charges and capacity fees.
- Examine permits, licenses, applications, and records to ensure compliance with licensing requirements.
- Review and evaluate applications for registration of products containing dangerous materials, or for pollution control discharge permits.
- Evaluate label information for accuracy and conformance to regulatory requirements.
- Identify the ownership of each piece of taxable property.
- Examine income records and operating costs of income properties.
- Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
- Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
- Inspect new construction and major improvements to existing structures to determine values.
- Collect and analyze relevant data to identify real estate market trends.
- Prepare and maintain current data on each parcel assessed, including maps of boundaries, inventories of land and structures, property characteristics, and any applicable exemptions.
- Explain assessed values to property owners and defend appealed assessments at public hearings.
- Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value.
- Complete and maintain assessment rolls that show the assessed values and status of all property in a municipality.
- Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary.
- Explain real and personal property taxes to property owners.
- Conduct regular reviews of property within jurisdictions to determine changes in property due to construction or demolition.
- Establish uniform and equitable systems for assessing all classes and kinds of property.
- Evaluate land and neighborhoods where properties are situated, considering locations and trends or impending changes that could influence future values.
- Maintain familiarity with aspects of local real estate markets.
- Search public records for transactions such as sales, leases, and assessments.
- Check building codes and zoning bylaws to determine any effects on the properties being appraised.
- Verify legal descriptions of properties by comparing them to county records.
- Interview persons familiar with properties and immediate surroundings, such as contractors, home owners, and realtors, to obtain pertinent information.
- Photograph interiors and exteriors of properties to assist in estimating property value, substantiate findings, and complete appraisal reports.
- Obtain county land values and sales information about nearby properties to aid in establishment of property values.
- Examine the type and location of nearby services, such as shopping centers, schools, parks, and other neighborhood features, to evaluate their impact on property values.
- Estimate building replacement costs, using building valuation manuals and professional cost estimators.
- Draw land diagrams to be used in appraisal reports to support findings.
- Testify in court as to the value of a piece of real estate property.
- Calculate tax bills for properties by multiplying assessed values by jurisdiction tax rates.
- Approve applications for property tax exemptions or deductions.
- Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments.
- Determine taxability of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis.
- Identify the ownership of each piece of taxable property.
- Examine income records and operating costs of income properties.
- Review and update credit and loan files.
- Review accounts to determine write-offs for collection agencies.
- 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.
- 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.
- Confer with underwriters to resolve mortgage application problems.
- 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 billing for accuracy.
- Review and update credit and loan files.
- Review accounts to determine write-offs for collection agencies.
- Investigate alleged license or permit violations.
- Inspect manufactured or processed products to ensure compliance with contract specifications or legal requirements.
- Prepare correspondence, reports of inspections or investigations, or recommendations for action.
- Examine records, reports, or other documents to establish facts or detect discrepancies.
- Inspect government property, such as construction sites or public housing, to ensure compliance with contract specifications or legal requirements.
- Collect, identify, evaluate, or preserve case evidence.
- Submit samples of products to government laboratories for testing, as required.
- Inspect government-owned equipment or materials in the possession of private contractors to ensure compliance with contracts or regulations or to prevent misuse.
- Investigate applications for special licenses or permits.
- Recommend legal or administrative action to protect government property.
- Testify in court or at administrative proceedings concerning investigation findings.
- Coordinate with or assist law enforcement agencies in matters of mutual concern.
- Monitor investigations of suspected offenders to ensure that they are conducted in accordance with constitutional requirements.
- Locate and interview plaintiffs, witnesses, or representatives of business or government to gather facts relevant to inspections or alleged violations.
- Investigate alleged license or permit violations.
- Inspect manufactured or processed products to ensure compliance with contract specifications or legal requirements.
- Review repair cost estimates with automobile repair shop to secure agreement on cost of repairs.
- Evaluate practicality of repair as opposed to payment of market value of vehicle before accident.
- Examine damaged vehicle to determine extent of structural, body, mechanical, electrical, or interior damage.
- Prepare insurance forms to indicate repair cost estimates and recommendations.
- Estimate parts and labor to repair damage, using standard automotive labor and parts cost manuals and knowledge of automotive repair.
- Determine salvage value on total-loss vehicle.
- Arrange to have damage appraised by another appraiser to resolve disagreement with shop on repair cost.
- Review repair cost estimates with automobile repair shop to secure agreement on cost of repairs.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- 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.
- Confer with credit association and other business representatives to exchange credit information.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- Explain federal and state tax laws to individuals and companies.
- Answer questions and provide future tax planning to clients.
- Calculate form preparation fees according to return complexity and processing time required.
- Schedule appointments with clients.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- 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.
- Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
- 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.
- Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
- Assign, supervise, and review the activities of fundraising staff.
- Compile or develop materials to submit to granting or other funding organizations.
- Contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.
- Design and edit promotional publications, such as brochures.
- Develop fundraising activity plans that maximize participation or contributions and minimize costs.
- Develop strategies to encourage new or increased contributions.
- Direct activities of external agencies, establishments, or departments that develop and implement fundraising strategies and programs.
- Establish and maintain effective working relationships with clients, government officials, and media representatives and use these relationships to develop new fundraising opportunities.
- Establish goals for soliciting funds, develop policies for collection and safeguarding of contributions, and coordinate disbursement of funds.
- Evaluate advertising and promotion programs for compatibility with fundraising efforts.
- Formulate policies and procedures related to fundraising programs.
- Manage fundraising budgets.
- Plan and direct special events for fundraising, such as silent auctions, dances, golf events, or walks.
- 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.
- Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
- Investigate missing checks, payment histories, held funds, returned checks, or other related issues to resolve client or creditor problems.
- Calculate clients' available monthly income to meet debt obligations.
- Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.
- Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
- Prioritize client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first.
- Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
- Explain general financial topics to clients, such as credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, or collection actions.
- Interview clients by telephone or in person to gather financial information.
- Estimate time for debt repayment, given amount of debt, interest rates, and available funds.
- Prepare written documents to establish contracts with or communicate financial recommendations to clients.
- Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.
- Negotiate with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions, time extensions, or payment plans.
- Advise clients on housing matters, such as housing rental, homeownership, mortgage delinquency, or foreclosure prevention.
- Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
- Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
- Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
- Recommend educational materials or resources to clients on matters, such as financial planning, budgeting, or credit.
- Refer clients to social service or community resources for needs beyond those of credit or debt counseling.
- Explain loan information to clients, such as available loan types, eligibility requirements, or loan restrictions.
- Teach courses or seminars on topics, such as budgeting, management of personal finances, or financial literacy.
- Conduct research to help clients avoid repossessions or foreclosures or remove levies or wage garnishments.
- Disburse funds from client accounts to creditors.
- Investigate missing checks, payment histories, held funds, returned checks, or other related issues to resolve client or creditor problems.
- Review and evaluate applicant qualifications or eligibility for specified licensing, according to established guidelines and designated licensing codes.
- 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.
- Conduct exit interviews and ensure that necessary employment termination paperwork is completed.
- 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.
- 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.
- Review and evaluate applicant qualifications or eligibility for specified licensing, according to established guidelines and designated licensing codes.
- Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
- Identify and build relationships with potential donors.
- Write and send letters of thanks to donors.
- Create or update donor databases.
- Develop strategies to encourage new or increased contributions.
- Develop or implement fundraising activities, such as annual giving campaigns or direct mail programs.
- Compile or develop materials to submit to granting or other funding organizations.
- Develop fundraising activity plans that maximize participation or contributions and minimize costs.
- Direct or supervise fundraising staff, including volunteer staff members.
- Establish fundraising or participation goals for special events or specified time periods.
- Monitor progress of fundraising drives.
- Recruit sponsors, participants, or volunteers for fundraising events.
- Contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.
- Write reports or prepare presentations to communicate fundraising program data.
- Explain the tax advantages of contributions to potential donors.
- Design or produce materials such as posters, Web sites, or newsletters to promote, market, or advertise fundraising events.
- Write speeches, press releases, or other promotional materials to increase awareness of the causes, missions, or goals of organizations seeking funds.
- Monitor budgets, expense reports, or other financial data for fundraising organizations.
- Plan and direct special events for fundraising, such as silent auctions, dances, golf events, or walks.
- Direct or coordinate Web-based fundraising activities, such as online auctions or donation Web sites.
- Secure speakers for charitable events, community meetings, or conferences to increase awareness of charitable, nonprofit, or political causes.
- Develop corporate fundraising programs, such as employer gift-matching.
- Coordinate transportation or delivery of materials, supplies, or donations for fundraising events.
- Develop and maintain media contact lists.
- Prepare materials such as fundraising envelopes, bid sheets, or gift bags for charitable events.
- Secure commitments of participation or donation from individuals or corporate donors.
- Solicit cash or in-kind donations or sponsorships from individual, business, or government donors.
- Attend community events, meetings, or conferences to promote organizational goals or solicit donations or sponsorships.
- Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
- Conduct detailed bill reviews to implement sound litigation management and expense control.
- 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.
- Communicate with reinsurance brokers to obtain information necessary for processing claims.
- 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.
- Conduct detailed bill reviews to implement sound litigation management and expense control.
