- Prepare adjusting journal entries.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 2 | 4 | 4 | 13-1081.01 | Logistics Engineers 
|
| 2 | 3 | 3 | 43-3021.00 | Billing and Posting Clerks |
| 2 | 2 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
| 1 | 3 | 4 | 13-1051.00 | Cost Estimators |
| 1 | 2 | 4 | 13-1199.07 | Security Management Specialists
|
| 1 | 2 | 4 | 13-2023.00 | Appraisers and Assessors of Real Estate
|
| 1 | 2 | 4 | 13-1081.02 | Logistics Analysts
|
| 1 | 1 | 3 | 29-2099.08 | Patient Representatives
|
| 1 | 1 | 4 | 13-1011.00 | Agents and Business Managers of Artists, Performers, and Athletes
|
| 1 | 1 | 4 | 13-1199.05 | Sustainability Specialists
|
| 1 | 1 | 2 | 43-3061.00 | Procurement Clerks |
| 1 | 1 | 4 | 13-1121.00 | Meeting, Convention, and Event Planners
|
| 1 | 1 | 3 | 43-3051.00 | Payroll and Timekeeping Clerks |
| 1 | 1 | 4 | 13-2071.00 | Credit Counselors
|
| 1 | 1 | 4 | 13-1041.01 | Environmental Compliance Inspectors
|
| 1 | 1 | 4 | 13-1031.00 | Claims Adjusters, Examiners, and Investigators |
| 1 | 1 | 3 | 43-1011.00 | First-Line Supervisors of Office and Administrative Support Workers
|
| 1 | 1 | 2 | 43-4031.00 | Court, Municipal, and License Clerks |
| 1 | 1 | 4 | 13-1041.07 | Regulatory Affairs Specialists
|
- Develop or document reverse logistics management processes to ensure maximal efficiency of product recycling, reuse, or final disposal.
- Develop or document procedures to minimize or mitigate carbon output resulting from the movement of materials or products.
- Apply logistics modeling techniques to address issues, such as operational process improvement or facility design or layout.
- Create models or scenarios to predict the impact of changing circumstances, such as fuel costs, road pricing, energy taxes, or carbon emissions legislation.
- Propose logistics solutions for customers.
- Develop logistic metrics, internal analysis tools, or key performance indicators for business units.
- Conduct logistics studies or analyses, such as time studies, zero-base analyses, rate analyses, network analyses, flow-path analyses, or supply chain analyses.
- Identify cost-reduction or process-improvement logistic opportunities.
- Review contractual commitments, customer specifications, or related information to determine logistics or support requirements.
- Evaluate effectiveness of current or future logistical processes.
- Prepare logistic strategies or conceptual designs for production facilities.
- Provide logistics technology or information for effective and efficient support of product, equipment, or system manufacturing or service.
- Develop or maintain cost estimates, forecasts, or cost models.
- Analyze or interpret logistics data involving customer service, forecasting, procurement, manufacturing, inventory, transportation, or warehousing.
- Determine logistics support requirements, such as facility details, staffing needs, or safety or maintenance plans.
- Direct the work of logistics analysts.
- Evaluate the use of inventory tracking technology, Web-based warehousing software, or intelligent conveyor systems to maximize plant or distribution center efficiency.
- Develop specifications for equipment, tools, facility layouts, or material-handling systems.
- Identify or develop business rules or standard operating procedures to streamline operating processes.
- Determine requirements for compliance with environmental certification standards.
- Prepare or validate documentation on automated logistics or maintenance-data reporting or management information systems.
- Provide logistical facility or capacity planning analyses for distribution or transportation functions.
- Design plant distribution centers.
- Interview key staff or tour facilities to identify efficiency-improvement, cost-reduction, or service-delivery opportunities.
- Design comprehensive supply chains that minimize environmental impacts or costs.
- Determine feasibility of designing new facilities or modifying existing facilities, based on factors such as cost, available space, schedule, technical requirements, or ergonomics.
- Review global, national, or regional transportation or logistics reports for ways to improve efficiency or minimize the environmental impact of logistics activities.
- Evaluate the use of technologies, such as global positioning systems (GPS), radio-frequency identification (RFID), route navigation software, or satellite linkup systems, to improve transportation efficiency.
- Conduct environmental audits for logistics activities, such as storage, distribution, or transportation.
- Assess the environmental impact or energy efficiency of logistics activities, using carbon mitigation software.
- Develop or document reverse logistics management processes to ensure maximal efficiency of product recycling, reuse, or final disposal.
- Develop or document procedures to minimize or mitigate carbon output resulting from the movement of materials or products.
- Apply logistics modeling techniques to address issues, such as operational process improvement or facility design or layout.
- Create models or scenarios to predict the impact of changing circumstances, such as fuel costs, road pricing, energy taxes, or carbon emissions legislation.
- Review compiled data on operating costs and revenues to set rates.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Update manuals when rates, rules, or regulations are amended.
- Estimate market value of products or services.
- Match statements with batches of canceled checks by account numbers.
- Answer inquiries regarding rates, routing, or procedures.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Review compiled data on operating costs and revenues to set rates.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Compile and analyze credit information gathered by investigation.
- Evaluate customers' computerized credit records and payment histories to decide whether to approve new credit, based on predetermined standards.
- Keep records of customers' charges and payments.
- 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.
- 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.
- Compile and analyze credit information gathered by investigation.
- Evaluate customers' computerized credit records and payment histories to decide whether to approve new credit, based on predetermined standards.
- Prepare cost and expenditure statements and other necessary documentation at regular intervals for the duration of the project.
- Collect historical cost data to estimate costs for current or future products.
- Conduct special studies to develop and establish standard hour and related cost data or to reduce cost.
- Analyze blueprints and other documentation to prepare time, cost, materials, and labor estimates.
- Confer with engineers, architects, owners, contractors, and subcontractors on changes and adjustments to cost estimates.
- Assess cost effectiveness of products, projects or services, tracking actual costs relative to bids as the project develops.
- Consult with clients, vendors, personnel in other departments, or construction foremen to discuss and formulate estimates and resolve issues.
- Establish and maintain tendering process, and conduct negotiations.
- Prepare estimates for use in selecting vendors or subcontractors.
- Prepare estimates used by management for purposes such as planning, organizing, and scheduling work.
- Set up cost monitoring and reporting systems and procedures.
- Review material and labor requirements to decide whether it is more cost-effective to produce or purchase components.
- Visit site and record information about access, drainage and topography, and availability of utility services.
- Prepare and maintain a directory of suppliers, contractors and subcontractors.
- Prepare cost and expenditure statements and other necessary documentation at regular intervals for the duration of the project.
- Collect historical cost data to estimate costs for current or future products.
- Conduct special studies to develop and establish standard hour and related cost data or to reduce cost.
- Prepare, maintain, or update security procedures, security system drawings, or related documentation.
- Budget and schedule security design work.
- Assess the nature and level of physical security threats so that the scope of the problem can be determined.
- Conduct security audits to identify potential vulnerabilities related to physical security or staff safety.
- Design security policies, programs, or practices to ensure adequate security relating to alarm response, access card use, and other security needs.
- Design, implement, or establish requirements for security systems, video surveillance, motion detection, or closed-circuit television systems to ensure proper installation and operation.
- Develop conceptual designs of security systems.
- Develop or review specifications for design or construction of security systems.
- Engineer, install, maintain, or repair security systems, programmable logic controls, or other security-related electronic systems.
- Inspect fire, intruder detection, or other security systems.
- Inspect physical security design features, installations, or programs to ensure compliance with applicable standards or regulations.
- Interview witnesses or suspects to identify persons responsible for security breaches or to establish losses, pursue prosecutions, or obtain restitution.
- Monitor tapes or digital recordings to identify the source of losses.
- Monitor the work of contractors in the design, construction, and startup phases of security systems.
- Outline system security criteria for pre-bid meetings with clients and companies to ensure comprehensiveness and appropriateness for implementation.
- Perform risk analyses so that appropriate countermeasures can be developed.
- Prepare documentation for case reports or court proceedings.
- Provide system design and integration recommendations.
- Recommend improvements in security systems or procedures.
- Respond to emergency situations on an on-call basis.
- Review design drawings or technical documents for completeness, correctness, or appropriateness.
- Test security measures for final acceptance and implement or provide procedures for ongoing monitoring and evaluation of the measures.
- Train personnel in security procedures or use of security equipment.
- Prepare, maintain, or update security procedures, security system drawings, or related documentation.
- Budget and schedule security design work.
- Complete and maintain assessment rolls that show the assessed values and status of all property in a municipality.
- Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
- Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
- 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.
- Identify the ownership of each piece of taxable property.
- Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value.
- 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.
- Examine income records and operating costs of income properties.
- 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.
- Complete and maintain assessment rolls that show the assessed values and status of all property in a municipality.
- Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
- Write or revise standard operating procedures for logistics processes.
- Develop or maintain models for logistics uses, such as cost estimating or demand forecasting.
- Maintain databases of logistics information.
- Remotely monitor the flow of vehicles or inventory, using Web-based logistics information systems to track vehicles or containers.
- Communicate with or monitor service providers, such as ocean carriers, air freight forwarders, global consolidators, customs brokers, or trucking companies.
- Track product flow from origin to final delivery.
- Interpret data on logistics elements, such as availability, maintainability, reliability, supply chain management, strategic sourcing or distribution, supplier management, or transportation.
- Recommend improvements to existing or planned logistics processes.
- Apply analytic methods or tools to understand, predict, or control logistics operations or processes.
- Prepare reports on logistics performance measures.
- Enter logistics-related data into databases.
- Provide ongoing analyses in areas such as transportation costs, parts procurement, back orders, or delivery processes.
- Analyze logistics data, using methods such as data mining, data modeling, or cost or benefit analysis.
- Monitor inventory transactions at warehouse facilities to assess receiving, storage, shipping, or inventory integrity.
- Maintain logistics records in accordance with corporate policies.
- Contact carriers for rates or schedules.
- Manage systems to ensure that pricing structures adequately reflect logistics costing.
- Confer with logistics management teams to determine ways to optimize service levels, maintain supply-chain efficiency, or minimize cost.
- Compute reporting metrics, such as on-time delivery rates, order fulfillment rates, or inventory turns.
- Identify opportunities for inventory reductions.
- Review procedures, such as distribution or inventory management, to ensure maximum efficiency or minimum cost.
- Monitor industry standards, trends, or practices to identify developments in logistics planning or execution.
- Reorganize shipping schedules to consolidate loads, maximize vehicle usage, or limit the movement of empty vehicles or containers.
- Contact potential vendors to determine material availability.
- Develop or maintain payment systems to ensure accuracy of vendor payments.
- Develop or maintain freight rate databases for use by supply chain departments to determine the most economical modes of transportation.
- Route or reroute drivers in real time with remote route navigation software, satellite linkup systems, or global positioning systems (GPS) to improve operational efficiencies.
- Determine packaging requirements.
- Enter carbon-output or environmental-impact data into spreadsheets or environmental management or auditing software programs.
- Compare locations or environmental policies of carriers or suppliers to make transportation decisions with lower environmental impact.
- Arrange for sale or lease of excess storage or transport capacity to minimize losses or inefficiencies associated with empty space.
- Write or revise standard operating procedures for logistics processes.
- Develop or maintain models for logistics uses, such as cost estimating or demand forecasting.
- Analyze patients' abilities to pay to determine charges on a sliding scale.
- Coordinate communication between patients, family members, medical staff, administrative staff, or regulatory agencies.
- Interview patients or their representatives to identify problems relating to care.
- 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.
- 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.
- Analyze patients' abilities to pay to determine charges on a sliding scale.
- Prepare periodic accounting statements for clients.
- Collect fees, commissions, or other payments, according to contract terms.
- Send samples of clients' work and other promotional material to potential employers to obtain auditions, sponsorships, or endorsement deals.
- Keep informed of industry trends and deals.
- Conduct auditions or interviews to evaluate potential clients.
- Negotiate with managers, promoters, union officials, and other persons regarding clients' contractual rights and obligations.
- Confer with clients to develop strategies for their careers, and to explain actions taken on their behalf.
- Develop contacts with individuals and organizations, and apply effective strategies and techniques to ensure their clients' success.
- Schedule promotional or performance engagements for clients.
- Arrange meetings concerning issues involving their clients.
- Manage business and financial affairs for clients, such as arranging travel and lodging, selling tickets, and directing marketing and advertising activities.
- Hire trainers or coaches to advise clients on performance matters, such as training techniques or performance presentations.
- Obtain information about or inspect performance facilities, equipment, and accommodations to ensure that they meet specifications.
- Advise clients on financial and legal matters, such as investments and taxes.
- Prepare periodic accounting statements for clients.
- Create or maintain plans or other documents related to sustainability projects.
- Develop sustainability project goals, objectives, initiatives, or strategies in collaboration with other sustainability professionals.
- Monitor or track sustainability indicators, such as energy usage, natural resource usage, waste generation, and recycling.
- Assess or propose sustainability initiatives, considering factors such as cost effectiveness, technical feasibility, and acceptance.
- Provide technical or administrative support for sustainability programs or issues.
- Review and revise sustainability proposals or policies.
- Develop reports or presentations to communicate the effectiveness of sustainability initiatives.
- Collect information about waste stream management or green building practices to inform decision makers.
- Research or review regulatory, technical, or market issues related to sustainability.
- Identify or investigate violations of natural resources, waste management, recycling, or other environmental policies.
- Identify or create new sustainability indicators.
- Create marketing or outreach media, such as brochures or Web sites, to communicate sustainability issues, procedures, or objectives.
- Identify or procure needed resources to implement sustainability programs or projects.
- Write grant applications, rebate applications, or project proposals to secure funding for sustainability projects.
- Create or maintain plans or other documents related to sustainability projects.
- Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
- Track the status of requisitions, contracts, and orders.
- Perform buying duties when necessary.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Approve and pay bills.
- Maintain knowledge of all organizational and governmental rules affecting purchases, and provide information about these rules to organization staff members and to vendors.
- Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
- Check shipments when they arrive to ensure that orders have been filled correctly and that goods meet specifications.
- Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Review requisition orders to verify accuracy, terminology, and specifications.
- Respond to customer and supplier inquiries about order status, changes, or cancellations.
- Monitor in-house inventory movement and complete inventory transfer forms for bookkeeping purposes.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Monitor contractor performance, recommending contract modifications when necessary.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Train and supervise subordinates and other staff.
- Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
- Maintain records of event aspects, including financial details.
- Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.
- Review event bills for accuracy and approve payment.
- Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security.
- Arrange the availability of audio-visual equipment, transportation, displays, and other event needs.
- Confer with staff at a chosen event site to coordinate details.
- Inspect event facilities to ensure that they conform to customer requirements.
- Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.
- Negotiate contracts with such service providers and suppliers as hotels, convention centers, and speakers.
- Evaluate and select providers of services according to customer requirements.
- Plan and develop programs, agendas, budgets, and services according to customer requirements.
- Hire, train, and supervise volunteers and support staff required for events.
- Conduct post-event evaluations to determine how future events could be improved.
- Direct administrative details, such as financial operations, dissemination of promotional materials, and responses to inquiries.
- Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.
- Read trade publications, attend seminars, and consult with other meeting professionals to keep abreast of meeting management standards and trends.
- Organize registration of event participants.
- Develop event topics and choose featured speakers.
- Promote conference, convention and trades show services by performing tasks such as meeting with professional and trade associations, and producing brochures and other publications.
- Design and implement efforts to publicize events and promote sponsorships.
- Obtain permits from fire and health departments to erect displays and exhibits and serve food at events.
- Maintain records of event aspects, including financial details.
- Prepare and file payroll tax returns.
- Verify attendance, hours worked, and pay adjustments, and post information onto designated records.
- Process and issue employee paychecks and statements of earnings and deductions.
- Compute wages and deductions, and enter data into computers.
- Process paperwork for new employees and enter employee information into the payroll system.
- Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
- Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies.
- Distribute and collect timecards each pay period.
- Record employee information, such as exemptions, transfers, and resignations, to maintain and update payroll records.
- Issue and record adjustments to pay related to previous errors or retroactive increases.
- Keep track of leave time, such as vacation, personal, and sick leave, for employees.
- Compile employee time, production, and payroll data from time sheets and other records.
- Keep informed about changes in tax and deduction laws that apply to the payroll process.
- Complete time sheets showing employees' arrival and departure times.
- Provide information to employees and managers on payroll matters, tax issues, benefit plans, and collective agreement provisions.
- Conduct verifications of employment.
- Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
- Balance cash and payroll accounts.
- Post relevant work hours to client files to bill clients properly.
- Complete, verify, and process forms and documentation for administration of benefits, such as pension plans, and unemployment and medical insurance.
- Train employees on organizations' timekeeping systems.
- Coordinate special programs, such as United Way campaigns, that involve payroll deductions.
- Prepare and file payroll tax returns.
- Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.
- 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.
- 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.
- Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.
- Research and perform calculations related to landscape allowances, discharge volumes, production-based and alternative limits, and wastewater strength classifications, making recommendations and completing documentation.
- 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.
- Examine permits, licenses, applications, and records to ensure compliance with licensing requirements.
- 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.
- Evaluate label information for accuracy and conformance to regulatory requirements.
- Respond to questions and inquiries, such as those concerning service charges and capacity fees, or refer them to supervisors.
- 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.
- Review and evaluate applications for registration of products containing dangerous materials, or for pollution control discharge permits.
- 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.
- Research and perform calculations related to landscape allowances, discharge volumes, production-based and alternative limits, and wastewater strength classifications, making recommendations and completing documentation.
- Maintain claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.
- 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.
- Refer questionable claims to investigator or claims adjuster for investigation or settlement.
- Collect evidence to support contested claims in court.
- Contact or interview claimants, doctors, medical specialists, or employers to get additional information.
- Present cases and participate in their discussion at claim committee meetings.
- Report overpayments, underpayments, and other irregularities.
- Attend mediations or trials.
- Supervise claims adjusters to ensure that adjusters have followed proper methods.
- Conduct detailed bill reviews to implement sound litigation management and expense control.
- 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.
- Maintain claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.
- Analyze financial activities of establishments or departments and provide input into budget planning and preparation processes.
- Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
- Resolve customer complaints or answer customers' questions regarding policies and procedures.
- Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
- Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
- Discuss job performance problems with employees to identify causes and issues and to work on resolving problems.
- Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.
- Recruit, interview, and select employees.
- Interpret and communicate work procedures and company policies to staff.
- Evaluate employees' job performance and conformance to regulations and recommend appropriate personnel action.
- Train or instruct employees in job duties or company policies or arrange for training to be provided.
- Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
- Implement corporate or departmental policies, procedures, and service standards in conjunction with management.
- Compute figures such as balances, totals, or commissions.
- Coordinate activities with other supervisory personnel or with other work units or departments.
- Participate in the work of subordinates to facilitate productivity or to overcome difficult aspects of work.
- Make recommendations to management concerning such issues as staffing decisions or procedural changes.
- Develop or update procedures, policies, or standards.
- Maintain records pertaining to inventory, personnel, orders, supplies, or machine maintenance.
- Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules.
- Develop work schedules according to budgets and workloads.
- Design, implement, or evaluate staff training and development programs, customer service initiatives, or performance measurement criteria.
- Keep informed of provisions of labor-management agreements and their effects on departmental operations.
- Discuss work problems or grievances with union representatives.
- Coordinate or perform activities associated with shipping, receiving, distribution, or transportation.
- Monitor inventory levels and requisition or purchase supplies as needed.
- Plan for or coordinate office services, such as equipment or supply acquisition or organization, disposal of assets, relocation, parking, maintenance, or security services.
- Arrange for necessary maintenance or repair work.
- Plan layouts of stockrooms, warehouses, or other storage areas, considering turnover, size, weight, or related factors pertaining to items stored.
- Analyze financial activities of establishments or departments and provide input into budget planning and preparation processes.
- Perform budgeting duties, such as assisting in budget preparation, expenditure review, or budget administration.
- 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.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- 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.
- 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.
- Respond to requests for information from the public, other municipalities, state officials, or state and federal legislative offices.
- 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.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- 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.
- Perform budgeting duties, such as assisting in budget preparation, expenditure review, or budget administration.
- Write or update standard operating procedures, work instructions, or policies.
- Coordinate efforts associated with the preparation of regulatory documents or submissions.
- Communicate with regulatory agencies regarding pre-submission strategies, potential regulatory pathways, compliance test requirements, or clarification and follow-up of submissions under review.
- Prepare or direct the preparation of additional information or responses as requested by regulatory agencies.
- Coordinate, prepare, or review regulatory submissions for domestic or international projects.
- Prepare or maintain technical files as necessary to obtain and sustain product approval.
- Interpret regulatory rules or rule changes and ensure that they are communicated through corporate policies and procedures.
- Determine the types of regulatory submissions or internal documentation that are required in situations such as proposed device changes or labeling changes.
- Coordinate recall or market withdrawal activities as necessary.
- Advise project teams on subjects such as premarket regulatory requirements, export and labeling requirements, or clinical study compliance issues.
- Review adverse drug reactions and file all related reports in accordance with regulatory agency guidelines.
- Review product promotional materials, labeling, batch records, specification sheets, or test methods for compliance with applicable regulations and policies.
- Identify relevant guidance documents, international standards, or consensus standards.
- Provide technical review of data or reports to be incorporated into regulatory submissions to assure scientific rigor, accuracy, and clarity of presentation.
- Review clinical protocols to ensure collection of data needed for regulatory submissions.
- Provide pre-, ongoing, and post-inspection follow-up assistance to governmental inspectors.
- Maintain current knowledge base of existing and emerging regulations, standards, or guidance documents.
- Recommend changes to company procedures in response to changes in regulations or standards.
- Participate in internal or external audits.
- Compile and maintain regulatory documentation databases or systems.
- Obtain and distribute updated information regarding domestic or international laws, guidelines, or standards.
- Develop or track quality metrics.
- Develop or conduct employee regulatory training.
- Recommend adjudication of product complaints.
- Determine requirements applying to treatment, storage, shipment, or disposal of potentially hazardous production-related waste.
- Direct the collection and preparation of laboratory samples as requested by regulatory agencies.
- Prepare responses to customer requests for information, such as product data, written regulatory affairs statements, surveys, or questionnaires.
- Specialize in regulatory issues related to agriculture, such as the cultivation of green biotechnology crops or the post-market regulation of genetically altered crops.
- Determine regulations or procedures related to the management, collection, reuse, recovery, or recycling of packaging waste.
- Determine the legal implications of the production, supply, or use of ozone-depleting substances or equipment containing such substances.
- Obtain clearances for the use of recycled plastics in product packaging.
- Monitor national or international legislation on ozone-depleting substances or global warming.
- Write or update standard operating procedures, work instructions, or policies.
