- Examine documents to determine degree of risk from factors such as applicant health, financial standing and value, and condition of property.
Occupations with related tasks Save Table: XLSX CSV
- Calculate, or verify calculations of, prescribed radiation doses.
- Calculate the delivery of radiation treatment, such as the amount or extent of radiation per session, based on the prescribed course of radiation therapy.
- Develop treatment plans, and calculate doses for brachytherapy procedures.
- Advise oncology team members on use of beam modifying or immobilization devices in radiation treatment plans.
- Conduct radiation oncology-related research, such as improving computer treatment planning systems or developing new treatment devices.
- Create and transfer reference images and localization markers for treatment delivery, using image-guided radiation therapy.
- Design the arrangement of radiation fields to reduce exposure to critical patient structures, such as organs, using computers, manuals, and guides.
- Develop radiation treatment plans in consultation with members of the radiation oncology team.
- Develop requirements for the use of patient immobilization devices and positioning aides, such as molds or casts, as part of treatment plans to ensure accurate delivery of radiation and comfort of patient.
- Educate patients regarding treatment plans, physiological reactions to treatment, or post-treatment care.
- Fabricate beam modifying devices, such as compensators, shields, and wedge filters.
- Fabricate patient immobilization devices, such as molds or casts, for radiation delivery.
- Identify and outline bodily structures, using imaging procedures, such as x-ray, magnetic resonance imaging, computed tomography, or positron emission tomography.
- Load, receive, or ship radioactive materials.
- Measure the amount of radioactivity in patients or equipment, using radiation monitoring devices.
- Perform quality assurance system checks, such as calibrations, on treatment planning computers.
- Plan the use of beam modifying devices, such as compensators, shields, and wedge filters, to ensure safe and effective delivery of radiation treatment.
- Record patient information, such as radiation doses administered, in patient records.
- Supervise or perform simulations for tumor localizations, using imaging methods such as magnetic resonance imaging, computed tomography, or positron emission tomography scans.
- Teach medical dosimetry, including its application, to students, radiation therapists, or residents.
- Calculate, or verify calculations of, prescribed radiation doses.
- Calculate the delivery of radiation treatment, such as the amount or extent of radiation per session, based on the prescribed course of radiation therapy.
- Develop treatment plans, and calculate doses for brachytherapy procedures.
- Analyze and interpret patient, nursing, or information systems data to improve nursing services.
- Identify, collect, record, or analyze data relevant to the nursing care of patients.
- Translate nursing practice information between nurses and systems engineers, analysts, or designers, using object-oriented models or other techniques.
- Apply knowledge of computer science, information science, nursing, and informatics theory to nursing practice, education, administration, or research, in collaboration with other health informatics specialists.
- Design, develop, select, test, implement, and evaluate new or modified informatics solutions, data structures, and decision-support mechanisms to support patients, health care professionals, and their information management and human-computer and human-technology interactions within health care contexts.
- Develop, implement, or evaluate health information technology applications, tools, processes, or structures to assist nurses with data management.
- Use informatics science to design or implement health information technology applications for resolution of clinical or health care administrative problems.
- Provide consultation to nurses regarding hardware or software configuration.
- Analyze computer and information technologies to determine applicability to nursing practice, education, administration, and research.
- Develop strategies, policies or procedures for introducing, evaluating, or modifying information technology applied to nursing practice, administration, education, or research.
- Develop or implement policies or practices to ensure the privacy, confidentiality, or security of patient information.
- Read current literature, talk with colleagues, and participate in professional organizations or conferences to keep abreast of developments in informatics.
- Develop or deliver training programs for health information technology, creating operating manuals as needed.
- Disseminate information about nursing informatics science and practice to the profession, other health care professions, nursing students, and the public.
- Design, conduct, or provide support to nursing informatics research.
- Inform local, state, national, and international health policies related to information management and communication, confidentiality and security, patient safety, infrastructure development, and economics.
- Plan, install, repair, or troubleshoot telehealth technology applications or systems in homes.
- Analyze and interpret patient, nursing, or information systems data to improve nursing services.
- Identify, collect, record, or analyze data relevant to the nursing care of patients.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Manage client portfolios, keeping client plans up-to-date.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Contact clients periodically to determine any changes in their financial status.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Monitor financial market trends to ensure that client plans are responsive.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Recruit and maintain client bases.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
- Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
- 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.
- 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.
- 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.
- Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
- Analyze clinical or survey data, using statistical approaches such as longitudinal analysis, mixed-effect modeling, logistic regression analyses, and model-building techniques.
- Analyze archival data, such as birth, death, and disease records.
- Draw conclusions or make predictions, based on data summaries or statistical analyses.
- Write detailed analysis plans and descriptions of analyses and findings for research protocols or reports.
- Calculate sample size requirements for clinical studies.
- Read current literature, attend meetings or conferences, and talk with colleagues to keep abreast of methodological or conceptual developments in fields such as biostatistics, pharmacology, life sciences, and social sciences.
- Design research studies in collaboration with physicians, life scientists, or other professionals.
- Prepare tables and graphs to present clinical data or results.
- Write program code to analyze data with statistical analysis software.
- Review clinical or other medical research protocols and recommend appropriate statistical analyses.
- Develop or implement data analysis algorithms.
- Determine project plans, timelines, or technical objectives for statistical aspects of biological research studies.
- Prepare statistical data for inclusion in reports to data monitoring committees, federal regulatory agencies, managers, or clients.
- Plan or direct research studies related to life sciences.
- Prepare articles for publication or presentation at professional conferences.
- Monitor clinical trials or experiments to ensure adherence to established procedures or to verify the quality of data collected.
- Design or maintain databases of biological data.
- Apply research or simulation results to extend biological theory or recommend new research projects.
- Develop or use mathematical models to track changes in biological phenomena, such as the spread of infectious diseases.
- Assign work to biostatistical assistants or programmers.
- Design surveys to assess health issues.
- Teach graduate or continuing education courses or seminars in biostatistics.
- Provide biostatistical consultation to clients or colleagues.
- Write research proposals or grant applications for submission to external bodies.
- Collect data through surveys or experimentation.
- Analyze clinical or survey data, using statistical approaches such as longitudinal analysis, mixed-effect modeling, logistic regression analyses, and model-building techniques.
- Analyze archival data, such as birth, death, and disease records.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Submit applications to credit analysts for verification and recommendation.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Review and update credit and loan files.
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- Handle customer complaints and take appropriate action to resolve them.
- Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
- Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
- Analyze potential loan markets and develop referral networks to locate prospects for loans.
- Compute payment schedules.
- Supervise loan personnel.
- Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
- Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
- Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
- Authorize or sign mail collection letters.
- Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
- 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.
- Review accounts to determine write-offs for collection agencies.
- Review billing for accuracy.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Assess companies as investments for clients by examining company facilities.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Collaborate with investment bankers to attract new corporate clients.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate and compare the relative quality of various securities in a given industry.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
- Perform securities valuation or pricing.
- Prepare all materials for transactions or execution of deals.
- Prepare plans of action for investment, using financial analyses.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Purchase investments for companies in accordance with company policy.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Supervise, train, or mentor junior team members.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Assess companies as investments for clients by examining company facilities.
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
- 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.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Confer with credit association and other business representatives to exchange credit information.
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
- Analyze statistical information to estimate mortality, accident, sickness, disability, and retirement rates.
- Ascertain premium rates required and cash reserves and liabilities necessary to ensure payment of future benefits.
- Collaborate with programmers, underwriters, accounts, claims experts, and senior management to help companies develop plans for new lines of business or improvements to existing business.
- Design, review, and help administer insurance, annuity and pension plans, determining financial soundness and calculating premiums.
- Determine, or help determine, company policy, and explain complex technical matters to company executives, government officials, shareholders, policyholders, or the public.
- Construct probability tables for events such as fires, natural disasters, and unemployment, based on analysis of statistical data and other pertinent information.
- Determine equitable basis for distributing surplus earnings under participating insurance and annuity contracts in mutual companies.
- Negotiate terms and conditions of reinsurance with other companies.
- Provide expertise to help financial institutions manage risks and maximize returns associated with investment products or credit offerings.
- Determine policy contract provisions for each type of insurance.
- Explain changes in contract provisions to customers.
- Manage credit and help price corporate security offerings.
- Provide advice to clients on a contract basis, working as a consultant.
- Testify before public agencies on proposed legislation affecting businesses.
- Testify in court as expert witness or to provide legal evidence on matters such as the value of potential lifetime earnings of a person disabled or killed in an accident.
- Analyze statistical information to estimate mortality, accident, sickness, disability, and retirement rates.
- Analyze clinical data using appropriate statistical tools.
- Design and validate clinical databases, including designing or testing logic checks.
- Process clinical data, including receipt, entry, verification, or filing of information.
- Generate data queries, based on validation checks or errors and omissions identified during data entry, to resolve identified problems.
- Develop project-specific data management plans that address areas such as coding, reporting, or transfer of data, database locks, and work flow processes.
- Monitor work productivity or quality to ensure compliance with standard operating procedures.
- Prepare appropriate formatting to data sets as requested.
- Design forms for receiving, processing, or tracking data.
- Prepare data analysis listings and activity, performance, or progress reports.
- Confer with end users to define or implement clinical system requirements such as data release formats, delivery schedules, and testing protocols.
- Perform quality control audits to ensure accuracy, completeness, or proper usage of clinical systems and data.
- Evaluate processes and technologies, and suggest revisions to increase productivity and efficiency.
- Develop technical specifications for data management programming and communicate needs to information technology staff.
- Write work instruction manuals, data capture guidelines, or standard operating procedures.
- Supervise the work of data management project staff.
- Contribute to the compilation, organization, and production of protocols, clinical study reports, regulatory submissions, or other controlled documentation.
- Read technical literature and participate in continuing education or professional associations to maintain awareness of current database technology and best practices.
- Train staff on technical procedures or software program usage.
- Develop or select specific software programs for various research scenarios.
- Provide support and information to functional areas such as marketing, clinical monitoring, and medical affairs.
- Track the flow of work forms, including in-house data flow or electronic forms transfer.
- Analyze clinical data using appropriate statistical tools.
- Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
- 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.
- Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
- Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
- Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
- Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
- Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
- Process individual and corporate income tax returns, and sales and excise tax returns.
- Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
- 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.
- 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.
- Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
- 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.
- 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.
- Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
- Supervise auditing of establishments, and determine scope of investigation required.
- Confer with company officials about financial and regulatory matters.
- Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
- Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
- Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Prepare adjusting journal entries.
- Review accounts for discrepancies and reconcile differences.
- 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.
- Examine whether the organization's objectives are reflected in its management activities, and whether employees understand the objectives.
- Audit payroll and personnel records to determine unemployment insurance premiums, workers' compensation coverage, liabilities, and compliance with tax laws.
- 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.
- Conduct pre-implementation audits to determine if systems and programs under development will work as planned.
- 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.
- Review data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures.
- 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.
