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Related Task Search

16 occupations have tasks related to the 1 task from your current occupation, Loan Officers.

  • Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
41-9011.00 Demonstrators and Product Promoters
  • Suggest specific product purchases to meet customers' needs.
  • Recommend product or service improvements to employers.
13-2052.00 Personal Financial Advisors
  • 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.
13-2071.00 Credit Counselors
  • 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.
41-9022.00 Real Estate Sales Agents
  • Review plans for new construction with clients, enumerating and recommending available options and features.
41-4011.00 Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
  • Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
41-2021.00 Counter and Rental Clerks
  • Recommend and provide advice on a wide variety of products and services.
41-3091.00 Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel   Bright Outlook Bright Outlook  
  • Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.
41-4012.00 Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products Bright Outlook
  • Recommend products to customers, based on customers' needs and interests.
41-2031.00 Retail Salespersons Bright Outlook
  • Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
41-9031.00 Sales Engineers
  • Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.
13-2051.00 Financial and Investment Analysts
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
13-2053.00 Insurance Underwriters
  • Examine documents to determine degree of risk from factors such as applicant health, financial standing and value, and condition of property.
13-2041.00 Credit Analysts
  • Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
37-2021.00 Pest Control Workers
  • Recommend treatment and prevention methods for pest problems to clients.
13-2081.00 Tax Examiners and Collectors, and Revenue Agents
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
13-2011.00 Accountants and Auditors Bright Outlook
  • 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.