Job Duties Custom List 13-2071.00 — Credit Counselors
- Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 3 | 3 | 4 | 13-2072.00 | Loan Officers |
| 2 | 5 | 4 | 13-2052.00 | Personal Financial Advisors 
|
| 2 | 2 | 4 | 13-2041.00 | Credit Analysts |
| 2 | 2 | 3 | 13-2082.00 | Tax Preparers
|
| 2 | 2 | 4 | 13-2031.00 | Budget Analysts |
| 2 | 2 | 3 | 13-2081.00 | Tax Examiners and Collectors, and Revenue Agents |
| 2 | 2 | 4 | 13-2011.00 | Accountants and Auditors
|
| 2 | 2 | 4 | 13-1199.06 | Online Merchants
|
| 1 | 2 | 4 | 13-1011.00 | Agents and Business Managers of Artists, Performers, and Athletes
|
| 1 | 2 | 4 | 13-2051.00 | Financial and Investment Analysts
|
| 1 | 2 | 4 | 13-1031.00 | Claims Adjusters, Examiners, and Investigators |
| 1 | 1 | 3 | 17-3022.00 | Civil Engineering Technologists and Technicians |
| 1 | 1 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
| 1 | 1 | 4 | 13-1121.00 | Meeting, Convention, and Event Planners
|
| 1 | 1 | 3 | 47-4011.01 | Energy Auditors |
| 1 | 1 | 3 | 13-1041.08 | Customs Brokers |
| 1 | 1 | 4 | 13-1041.01 | Environmental Compliance Inspectors |
| 1 | 1 | 4 | 27-3023.00 | News Analysts, Reporters, and Journalists |
| 1 | 1 | 4 | 13-1041.07 | Regulatory Affairs Specialists |
- Handle customer complaints and take appropriate action to resolve them.
- Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
- Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Submit applications to credit analysts for verification and recommendation.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Review and update credit and loan files.
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- 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 borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
- Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
- Inform individuals and groups about the financial assistance available to college or university students.
- Maintain and review account records, updating and recategorizing them according to status changes.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Review accounts to determine write-offs for collection agencies.
- Review billing for accuracy.
- Handle customer complaints and take appropriate action to resolve them.
- Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
- Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
- 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.
- 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.
- 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.
- Contact clients periodically to determine any changes in their financial status.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Monitor financial market trends to ensure that client plans are responsive.
- 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.
- 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.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
- Consult with customers to resolve complaints and verify financial and credit transactions.
- 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.
- 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.
- Consult with customers to resolve complaints and verify financial and credit transactions.
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Answer questions and provide future tax planning to clients.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- 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.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
- Explain federal and state tax laws to individuals and companies.
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- Calculate form preparation fees according to return complexity and processing time required.
- Schedule appointments with clients.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Answer questions and provide future tax planning to clients.
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
- Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
- Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
- Review operating budgets to analyze trends affecting budget needs.
- Compile and analyze accounting records and other data to determine the financial resources required to implement a program.
- Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
- Consult with managers to ensure that budget adjustments are made in accordance with program changes.
- Direct the preparation of regular and special budget reports.
- Interpret budget directives and establish policies for carrying out directives.
- Perform cost-benefit analyses to compare operating programs, review financial requests, or explore alternative financing methods.
- Match appropriations for specific programs with appropriations for broader programs, including items for emergency funds.
- Seek new ways to improve efficiency and increase profits.
- Testify before examining and fund-granting authorities, clarifying and promoting the proposed budgets.
- Communicate financial reports and budgets to stakeholders.
- Submit and monitor salary raises.
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
- Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
- Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
- Prepare detailed reports on audit findings.
- 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.
- 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.
- 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.
- 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.
- 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.
- Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
- Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
- Correspond with online customers via electronic mail, telephone, or other electronic messaging to address questions or complaints about products, policies, or shipping methods.
- Disclose merchant information and terms and policies of transactions in online or offline materials.
- Fill customer orders by packaging sold items and documentation for direct shipping or by transferring orders to manufacturers or third-party distributors.
- Receive and process payments from customers, using electronic transaction services.
- Create, manage, or automate orders or invoices, using order management or invoicing software.
- Deliver e-mail confirmation of completed transactions and shipment.
- Purchase new or used items from online or physical sources for resale via retail or auction Web site.
- Determine and set product prices.
- Calculate purchase subtotals, taxes, and shipping costs for submission to customers.
- Compose descriptions of merchandise for posting to online storefront, auction sites, or other shopping Web sites.
- Compose images of products, using video or still cameras, lighting equipment, props, or photo or video editing software.
- Upload digital media, such as photos, video, or scanned images to online storefront, auction sites, or other shopping Web sites.
- Calculate revenue, sales, and expenses, using financial accounting or spreadsheet software.
- Cancel orders based on customer requests or inventory or delivery problems.
- Prepare or organize online storefront marketing material, including product descriptions or subject lines, optimizing content to search engine criteria.
- Order or purchase merchandise to maintain optimal inventory levels.
- Determine location for product listings to maximize exposure to online traffic.
- Create or maintain database of customer accounts.
- Promote products in online communities through weblog or discussion-forum postings, e-mail marketing programs, or online advertising.
- Collaborate with search engine shopping specialists to place marketing content in desired online locations.
- Investigate products or markets to determine areas for opportunity or viability for merchandising specific products, using online or offline sources.
- Maintain inventory of shipping supplies, such as boxes, labels, tape, bubble wrap, loose packing materials, or tape guns.
- Measure and analyze Web site usage data to maximize search engine returns or refine customer interfaces.
- Develop or revise business plans for online business, emphasizing factors such as product line, pricing, inventory, or marketing strategy.
- Design customer interface of online storefront, using web programming or e-commerce software.
- Select and purchase technical web services, such as web hosting services, online merchant accounts, shopping cart software, payment gateway software, or spyware.
- Transfer digital media, such as music, video, or software, to customers via the Internet.
- Devise, select, or purchase domain name and web address.
- Initiate online auctions through auction hosting sites or auction management software.
- Implement security practices to preserve assets, minimize liabilities, or ensure customer privacy, using parallel servers, hardware redundancy, fail-safe technology, information encryption, or firewalls.
- Investigate sources, such as auctions, estate sales, liquidators, wholesalers, or trade shows for new items, used items, or collectibles.
- Participate in online forums or conferences to stay abreast of online retailing trends, techniques, or security threats.
- Integrate online retailing strategy with physical or catalogue retailing operations.
- Create or distribute offline promotional material, such as brochures, pamphlets, business cards, stationary, or signage.
- Correspond with online customers via electronic mail, telephone, or other electronic messaging to address questions or complaints about products, policies, or shipping methods.
- Disclose merchant information and terms and policies of transactions in online or offline materials.
- Confer with clients to develop strategies for their careers, and to explain actions taken on their behalf.
- Advise clients on financial and legal matters, such as investments and taxes.
- 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.
- 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.
- Prepare periodic accounting statements for clients.
- Obtain information about or inspect performance facilities, equipment, and accommodations to ensure that they meet specifications.
- Confer with clients to develop strategies for their careers, and to explain actions taken on their behalf.
- Advise clients on financial and legal matters, such as investments and taxes.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Assess companies as investments for clients by examining company facilities.
- Collaborate 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.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
- Perform securities valuation or pricing.
- Prepare all materials for transactions or execution of deals.
- Prepare plans of action for investment, using financial analyses.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Purchase investments for companies in accordance with company policy.
- 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.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.
- Resolve complex, severe exposure claims, using high service oriented file handling.
- 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.
- Confer with legal counsel on claims requiring litigation.
- Examine claims investigated by insurance adjusters, further investigating questionable claims to determine whether to authorize payments.
- Maintain claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.
- Refer questionable claims to investigator or claims adjuster for investigation or settlement.
- Collect evidence to support contested claims in court.
- Contact or interview claimants, doctors, medical specialists, or employers to get additional information.
- Present cases and participate in their discussion at claim committee meetings.
- Report overpayments, underpayments, and other irregularities.
- Attend mediations or trials.
- Supervise claims adjusters to ensure that adjusters have followed proper methods.
- Conduct detailed bill reviews to implement sound litigation management and expense control.
- 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.
- Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.
- Resolve complex, severe exposure claims, using high service oriented file handling.
- Respond to public suggestions and complaints.
- Calculate dimensions, square footage, profile and component specifications, and material quantities, using calculator or computer.
- Read and review project blueprints and structural specifications to determine dimensions of structure or system and material requirements.
- Draft detailed dimensional drawings and design layouts for projects to ensure conformance to specifications.
- Confer with supervisor to determine project details such as plan preparation, acceptance testing, and evaluation of field conditions.
- Analyze proposed site factors and design maps, graphs, tracings, and diagrams to illustrate findings.
- Prepare reports and document project activities and data.
- Report maintenance problems occurring at project site to supervisor and negotiate changes to resolve system conflicts.
- Inspect project site and evaluate contractor work to detect design malfunctions and ensure conformance to design specifications and applicable codes.
- Conduct materials test and analysis, using tools and equipment and applying engineering knowledge.
- Develop plans and estimate costs for installation of systems, utilization of facilities, or construction of structures.
- Develop project budgets by estimating the cost of project activities.
- Plan and conduct field surveys to locate new sites and analyze details of project sites.
- Negotiate with contractors on prices for new contracts or modifications to existing contracts.
- Operate drones for site surveying and inspection, providing detailed aerial views of project sites.
- Respond to public suggestions and complaints.
- Consult with customers to resolve complaints or verify financial or credit transactions.
- 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.
- 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.
- Consult with customers to resolve complaints or verify financial or credit transactions.
- Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.
- Review event bills for accuracy and approve payment.
- Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security.
- Arrange the availability of audio-visual equipment, transportation, displays, and other event needs.
- Confer with staff at a chosen event site to coordinate details.
- Inspect event facilities to ensure that they conform to customer requirements.
- Maintain records of event aspects, including financial details.
- Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.
- Negotiate contracts with such service providers and suppliers as hotels, convention centers, and speakers.
- Evaluate and select providers of services according to customer requirements.
- Plan and develop programs, agendas, budgets, and services according to customer requirements.
- Hire, train, and supervise volunteers and support staff required for events.
- Conduct post-event evaluations to determine how future events could be improved.
- Direct administrative details, such as financial operations, dissemination of promotional materials, and responses to inquiries.
- 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.
- Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.
- Educate customers on energy efficiency or answer questions on topics such as the costs of running household appliances or the selection of energy-efficient appliances.
- Identify and prioritize energy-saving measures.
- Prepare audit reports containing energy analysis results or recommendations for energy cost savings.
- Identify any health or safety issues related to planned weatherization projects.
- Identify opportunities to improve the operation, maintenance, or energy efficiency of building or process systems.
- Calculate potential for energy savings.
- Inspect or evaluate building envelopes, mechanical systems, electrical systems, or process systems to determine the energy consumption of each system.
- Analyze technical feasibility of energy-saving measures, using knowledge of engineering, energy production, energy use, construction, maintenance, system operation, or process systems.
- Examine commercial sites to determine the feasibility of installing equipment that allows building management systems to reduce electricity consumption during peak demand periods.
- Recommend energy-efficient technologies or alternate energy sources.
- Collect and analyze field data related to energy usage.
- Measure energy usage with devices such as data loggers, universal data recorders, light meters, sling psychrometers, psychrometric charts, flue gas analyzers, amp probes, watt meters, volt meters, thermometers, or utility meters.
- Perform tests such as blower-door tests to locate air leaks.
- Prepare job specification sheets for home energy improvements, such as attic insulation, window retrofits, or heating system upgrades.
- Inspect newly installed energy-efficient equipment to ensure that it was installed properly and is performing according to specifications.
- Analyze energy bills, including utility rates or tariffs, to gather historical energy usage data.
- Quantify energy consumption to establish baselines for energy use or need.
- Determine patterns of building use to show annual or monthly needs for heating, cooling, lighting, or other energy needs.
- Compare existing energy consumption levels to normative data.
- Oversee installation of equipment such as water heater wraps, pipe insulation, weatherstripping, door sweeps, or low-flow showerheads to improve energy efficiency.
- Verify income eligibility of participants in publicly financed weatherization programs.
- Evaluate the energy performance of buildings using modeling software.
- Educate customers on energy efficiency or answer questions on topics such as the costs of running household appliances or the selection of energy-efficient appliances.
- Inform importers and exporters of steps to reduce duties and taxes.
- Prepare and process import and export documentation according to customs regulations, laws, or procedures.
- Clear goods through customs and to their destinations for clients.
- Pay, or arrange for payment of, taxes and duties on shipments.
- Calculate duty and tariff payments owed on shipments.
- Request or compile necessary import documentation, such as customs invoices, certificates of origin, and cargo-control documents.
- Classify goods according to tariff coding system.
- Stay abreast of changes in import or export laws or regulations by reading current literature, attending meetings or conferences, or conferring with colleagues.
- Sign documents on behalf of clients, using powers of attorney.
- Advise customers on import and export restrictions, tariff systems, insurance requirements, quotas, or other customs-related matters.
- Post bonds for the products being imported or assist clients in obtaining bonds.
- Quote duty and tax rates on goods to be imported, based on federal tariffs and excise taxes.
- Arrange for transportation, warehousing, or product distribution of imported or exported products.
- Monitor or trace the location of goods.
- Confer with officials in various agencies to facilitate clearance of goods through customs and quarantine.
- Obtain line releases for frequent shippers of low-risk commodities, high-volume entries, or multiple-container loads.
- Provide advice on transportation options, types of carriers, or shipping routes.
- Contract with freight forwarders for destination services.
- Apply for tariff concessions or for duty drawbacks and other refunds.
- Insure cargo against loss, damage, or pilferage.
- Prepare papers for shippers to appeal duty charges.
- Suggest best methods of packaging or labeling products.
- Maintain relationships with customs brokers in other ports to expedite clearing of cargo.
- Inform importers and exporters of steps to reduce duties and taxes.
- Respond to questions and inquiries, such as those concerning service charges and capacity fees, or refer them to supervisors.
- 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.
- 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.
- 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.
- Respond to questions and inquiries, such as those concerning service charges and capacity fees, or refer them to supervisors.
- Communicate with readers, viewers, advertisers, or the general public via mail, email, or telephone.
- Write commentaries, columns, or scripts, using computers.
- Coordinate and serve as an anchor on news broadcast programs.
- Examine news items of local, national, and international significance to determine topics to address, or obtain assignments from editorial staff members.
- Analyze and interpret news and information received from various sources to broadcast the information.
- Receive assignments or evaluate leads or tips to develop story ideas.
- Research a story's background information to provide complete and accurate information.
- Arrange interviews with people who can provide information about a story.
- Gather information and develop perspectives about news subjects through research, interviews, observation, and experience.
- Select material most pertinent to presentation, and organize this material into appropriate formats.
- Present news stories, and introduce in-depth videotaped segments or live transmissions from on-the-scene reporters.
- Establish and maintain relationships with individuals who are credible sources of information.
- Report news stories for publication or broadcast, describing the background and details of events.
- Revise work to meet editorial approval or to fit time or space requirements.
- Review and evaluate notes taken about news events to isolate pertinent facts and details.
- Investigate breaking news developments, such as disasters, crimes, or human-interest stories.
- Review written, audio, or video copy, and correct errors in content, grammar, or punctuation, following prescribed editorial style and formatting guidelines.
- Report on specialized fields such as medicine, green technology, environmental issues, science, politics, sports, arts, consumer affairs, business, religion, crime, or education.
- Determine a published or broadcasted story's emphasis, length, and format, organizing material accordingly.
- Transmit news stories or reporting information from remote locations, using equipment such as satellite phones, telephones, fax machines, or modems.
- Check reference materials, such as books, news files, or public records, to obtain relevant facts.
- Discuss issues with editors to establish priorities or positions.
- Photograph or videotape news events.
- Present live or recorded commentary via broadcast media.
- Take pictures or video, and process them for inclusion in a story.
- Conduct taped or filmed interviews or narratives.
- Develop ideas or material for columns or commentaries by analyzing and interpreting news, current issues, or personal experiences.
- Write online blog entries that address news developments or offer additional information, opinions, or commentary on news events.
- Assign stories to other reporters or duties to production staff.
- Write columns, editorials, commentaries, or reviews that interpret events or offer opinions.
- Communicate with readers, viewers, advertisers, or the general public via mail, email, or telephone.
- Prepare responses to customer requests for information, such as product data, written regulatory affairs statements, surveys, or questionnaires.
- 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.
- Write or update standard operating procedures, work instructions, or policies.
- 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.
- 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.
- Develop regulatory strategies for products.
- Prepare responses to customer requests for information, such as product data, written regulatory affairs statements, surveys, or questionnaires.
