Job Duties Custom List 13-2071.00 — Credit Counselors
- Negotiate with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions, time extensions, or payment plans.
Occupations with related tasks Save Table: XLSX CSV
- Mediate discussions between employer and employee representatives in attempt to reconcile differences.
- Call or meet with union, company, government, or other interested parties to discuss labor relations matters, such as contract negotiations or grievances.
- Negotiate collective bargaining agreements.
- Propose resolutions for collective bargaining or other labor or contract negotiations.
- Draft contract proposals or counter-proposals for collective bargaining or other labor negotiations.
- Interpret contractual agreements for employers and employees engaged in collective bargaining or other labor relations processes.
- Recommend collective bargaining strategies, goals, or objectives.
- Present the position of the company or of labor during arbitration or other labor negotiations.
- Identify alternatives to proposals of unions, employees, companies, or government agencies.
- Draft rules or regulations to govern collective bargaining activities in collaboration with company, government, or employee representatives.
- Write letters related to labor relations activities, such as letters to amend collective bargaining agreements, letters of dispute or conciliation, or letters to seek clarification of contract terms.
- Select mediators or arbitrators for labor disputes or contract negotiations.
- Investigate and evaluate union complaints or arguments to determine viability.
- Prepare evidence for disciplinary hearings, including preparing witnesses to testify.
- Review employer practices or employee data to ensure compliance with contracts on matters such as wages, hours, or conditions of employment.
- Monitor company or workforce adherence to labor agreements.
- Assess risk levels associated with collective bargaining strategies.
- Research case law or outcomes of previous case hearings.
- Schedule or coordinate the details of grievance hearings or other meetings.
- Review and approve employee disciplinary actions, such as written reprimands, suspensions, or terminations.
- Assess the impact of union proposals on company or government operations.
- Advise management on matters related to the administration of contracts or employee discipline or grievance procedures.
- Train managers or supervisors on topics related to labor relations, such as working conditions, safety, or equal opportunity practices.
- Provide expert testimony in legal proceedings related to labor relations or labor contracts.
- Develop employee health and safety policies.
- Develop methods to monitor employee satisfaction with policies or working conditions, including grievance or complaint procedures.
- Prepare reports or presentations to communicate employee satisfaction or related data to management.
- Prepare and submit required governmental reports or forms related to labor relations matters, such as equal employment opportunity (EEO) forms, new hire forms, or minority compensation reports.
- Mediate discussions between employer and employee representatives in attempt to reconcile differences.
- Call or meet with union, company, government, or other interested parties to discuss labor relations matters, such as contract negotiations or grievances.
- Negotiate collective bargaining agreements.
- Propose resolutions for collective bargaining or other labor or contract negotiations.
- Draft contract proposals or counter-proposals for collective bargaining or other labor negotiations.
- Interpret contractual agreements for employers and employees engaged in collective bargaining or other labor relations processes.
- Recommend collective bargaining strategies, goals, or objectives.
- Present the position of the company or of labor during arbitration or other labor negotiations.
- Identify alternatives to proposals of unions, employees, companies, or government agencies.
- Draft rules or regulations to govern collective bargaining activities in collaboration with company, government, or employee representatives.
- Write letters related to labor relations activities, such as letters to amend collective bargaining agreements, letters of dispute or conciliation, or letters to seek clarification of contract terms.
- Select mediators or arbitrators for labor disputes or contract negotiations.
- 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.
- Negotiate claim settlements or recommend litigation when settlement cannot be negotiated.
- 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.
- Verify and analyze data used in settling claims to ensure that claims are valid and that settlements are made according to company practices and procedures.
- Review police reports, medical treatment records, medical bills, or physical property damage to determine the extent of liability.
- Investigate and assess damage to property and create or review property damage estimates.
- Interview or correspond with agents and claimants to correct errors or omissions and to investigate questionable claims.
- Interview or correspond with claimants, witnesses, police, physicians, or other relevant parties to determine claim settlement, denial, or review.
- Enter claim payments, reserves and new claims on computer system, inputting concise yet sufficient file documentation.
- Resolve complex, severe exposure claims, using high service oriented file handling.
- Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.
- Confer with legal counsel on claims requiring litigation.
- Examine claims investigated by insurance adjusters, further investigating questionable claims to determine whether to authorize payments.
- Maintain claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.
- Refer questionable claims to investigator or claims adjuster for investigation or settlement.
- Collect evidence to support contested claims in court.
- Contact or interview claimants, doctors, medical specialists, or employers to get additional information.
- Present cases and participate in their discussion at claim committee meetings.
- Report overpayments, underpayments, and other irregularities.
- Attend mediations or trials.
- Supervise claims adjusters to ensure that adjusters have followed proper methods.
- 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.
- 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.
- Negotiate claim settlements or recommend litigation when settlement cannot be negotiated.
- Meet with persons involved in equal opportunity complaints to arbitrate and settle disputes.
- Consult with community representatives to develop technical assistance agreements in accordance with governmental regulations.
- Investigate employment practices or alleged violations of laws to document and correct discriminatory factors.
- Prepare reports related to investigations of equal opportunity complaints.
- Interview persons involved in equal opportunity complaints to verify case information.
- Study equal opportunity complaints to clarify issues.
- Interpret civil rights laws and equal opportunity regulations for individuals or employers.
- Develop guidelines for nondiscriminatory employment practices.
- Monitor the implementation and impact of guidelines for nondiscriminatory employment practices.
- Coordinate, monitor, or revise complaint procedures to ensure timely processing and review of complaints.
- Provide information, technical assistance, or training to supervisors, managers, or employees on topics such as employee supervision, hiring, grievance procedures, or staff development.
- Conduct surveys and evaluate findings to determine if systematic discrimination exists.
- Prepare reports of selection, survey, or other statistics and recommendations for corrective action.
- Meet with job search committees or coordinators to explain the role of the equal opportunity coordinator, to provide resources for advertising, or to explain expectations for future contacts.
- Act as liaisons between minority placement agencies and employers or between job search committees and other equal opportunity administrators.
- Counsel newly hired members of minority or disadvantaged groups, informing them about details of civil rights laws.
- Review company contracts to determine actions required to meet governmental equal opportunity provisions.
- Verify that all job descriptions are submitted for review and approval and that descriptions meet regulatory standards.
- Participate in the recruitment of employees through job fairs, career days, or advertising plans.
- Meet with persons involved in equal opportunity complaints to arbitrate and settle disputes.
- Consult with community representatives to develop technical assistance agreements in accordance with governmental regulations.
- Establish and maintain tendering process, and conduct negotiations.
- 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.
- Collect historical cost data to estimate costs for current or future products.
- 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.
- 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.
- Prepare cost and expenditure statements and other necessary documentation at regular intervals for the duration of the project.
- Conduct special studies to develop and establish standard hour and related cost data or to reduce cost.
- 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.
- Establish and maintain tendering process, and conduct negotiations.
- Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
- Send notices to taxpayers when accounts are delinquent.
- Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
- Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
- Maintain records for each case, including contacts, telephone numbers, and actions taken.
- Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
- Answer questions from taxpayers and assist them in completing tax forms.
- Collect taxes from individuals or businesses according to prescribed laws and regulations.
- Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
- Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
- Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
- Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
- 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.
- Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
- Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
