- Appraise and inventory real and personal property for estate planning.
Occupations with related tasks Save Table: XLSX CSV
- Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
- Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value.
- Inspect new construction and major improvements to existing structures to determine values.
- Check building codes and zoning bylaws to determine any effects on the properties being appraised.
- Interview persons familiar with properties and immediate surroundings, such as contractors, home owners, and realtors, to obtain pertinent information.
- Evaluate land and neighborhoods where properties are situated, considering locations and trends or impending changes that could influence future values.
- Examine the type and location of nearby services, such as shopping centers, schools, parks, and other neighborhood features, to evaluate their impact on property values.
- Conduct regular reviews of property within jurisdictions to determine changes in property due to construction or demolition.
- Determine taxability of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis.
- Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
- Photograph interiors and exteriors of properties to assist in estimating property value, substantiate findings, and complete appraisal reports.
- Search public records for transactions such as sales, leases, and assessments.
- Obtain county land values and sales information about nearby properties to aid in establishment of property values.
- Maintain familiarity with aspects of local real estate markets.
- Collect and analyze relevant data to identify real estate market trends.
- Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary.
- Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments.
- Verify legal descriptions of properties by comparing them to county records.
- Examine income records and operating costs of income properties.
- Estimate building replacement costs, using building valuation manuals and professional cost estimators.
- Draw land diagrams to be used in appraisal reports to support findings.
- Testify in court as to the value of a piece of real estate property.
- Identify the ownership of each piece of taxable property.
- Prepare and maintain current data on each parcel assessed, including maps of boundaries, inventories of land and structures, property characteristics, and any applicable exemptions.
- Establish uniform and equitable systems for assessing all classes and kinds of property.
- Calculate tax bills for properties by multiplying assessed values by jurisdiction tax rates.
- Explain assessed values to property owners and defend appealed assessments at public hearings.
- Explain real and personal property taxes to property owners.
- Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
- Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value.
- Inspect new construction and major improvements to existing structures to determine values.
- Check building codes and zoning bylaws to determine any effects on the properties being appraised.
- Interview persons familiar with properties and immediate surroundings, such as contractors, home owners, and realtors, to obtain pertinent information.
- Evaluate land and neighborhoods where properties are situated, considering locations and trends or impending changes that could influence future values.
- Examine the type and location of nearby services, such as shopping centers, schools, parks, and other neighborhood features, to evaluate their impact on property values.
- Conduct regular reviews of property within jurisdictions to determine changes in property due to construction or demolition.
- Determine taxability of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis.
- Compare a property with similar properties that have recently sold to determine its competitive market price.
- Visit properties to assess them before showing them to clients.
- Appraise properties to determine loan values.
- Locate and appraise undeveloped areas for building sites, based on evaluations of area market conditions.
- Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.
- Present purchase offers to sellers for consideration.
- Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
- Generate lists of properties that are compatible with buyers' needs and financial resources.
- Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates.
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
- Coordinate property closings, overseeing signing of documents and disbursement of funds.
- Interview clients to determine what kinds of properties they are seeking.
- Contact previous clients for prospecting of referral business.
- Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings, to remain knowledgeable about real estate markets.
- Answer clients' questions regarding construction work, financing, maintenance, repairs, and appraisals.
- Coordinate appointments to show homes to prospective buyers.
- Contact property owners and advertise services to solicit property sales listings.
- Advise sellers on how to make homes more appealing to potential buyers.
- Advise clients on market conditions, prices, mortgages, legal requirements, and related matters.
- Display commercial, industrial, agricultural, and residential properties to clients and explain their features.
- Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.
- Arrange for title searches to determine whether clients have clear property titles.
- Develop networks of attorneys, mortgage lenders, and contractors to whom clients may be referred.
- Review plans for new construction with clients, enumerating and recommending available options and features.
- Inspect condition of premises, and arrange for necessary maintenance or notify owners of maintenance needs.
- Investigate clients' financial and credit status to determine eligibility for financing.
- Evaluate mortgage options to help clients obtain financing at the best prevailing rates and terms.
- Contact utility companies for service hookups to clients' property.
- Solicit and compile listings of available rental properties.
- Conduct seminars and training sessions for sales agents to improve sales techniques.
- Arrange meetings between buyers and sellers when details of transactions need to be negotiated.
- Rent or lease properties on behalf of clients.
- Secure construction or purchase financing with own firm or mortgage company.
- Compare a property with similar properties that have recently sold to determine its competitive market price.
- Visit properties to assess them before showing them to clients.
- Appraise properties to determine loan values.
- Locate and appraise undeveloped areas for building sites, based on evaluations of area market conditions.
- Keep storage areas and carts well-stocked, clean, and tidy.
- Replenish supplies, such as drinking glasses, linens, writing supplies, and bathroom items.
- Sort, count, and mark clean linens and store them in linen closets.
- Carry linens, towels, toilet items, and cleaning supplies, using wheeled carts.
- Clean rooms, hallways, lobbies, lounges, restrooms, corridors, elevators, stairways, locker rooms, and other work areas so that health standards are met.
- Empty wastebaskets, empty and clean ashtrays, and transport other trash and waste to disposal areas.
- Sweep, scrub, wax, or polish floors, using brooms, mops, or powered scrubbing and waxing machines.
- Clean rugs, carpets, upholstered furniture, and draperies, using vacuum cleaners and shampooers.
- Wash windows, walls, ceilings, and woodwork, waxing and polishing as necessary.
- Dust and polish furniture and equipment.
- Disinfect equipment and supplies, using germicides or steam-operated sterilizers.
- Observe precautions required to protect hotel and guest property and report damage, theft, and found articles to supervisors.
- Sort clothing and other articles, load washing machines, and iron and fold dried items.
- Move and arrange furniture and turn mattresses.
- Replace light bulbs.
- Deliver television sets, ironing boards, baby cribs, and rollaway beds to guests' rooms.
- Hang draperies and dust window blinds.
- Request repair services and wait for repair workers to arrive.
- Prepare rooms for meetings and arrange decorations, media equipment, and furniture for social or business functions.
- Polish silver accessories and metalwork, such as fixtures and fittings.
- Keep storage areas and carts well-stocked, clean, and tidy.
- Replenish supplies, such as drinking glasses, linens, writing supplies, and bathroom items.
- Sort, count, and mark clean linens and store them in linen closets.
- Calculate the value of property based on comparisons to recent sales, estimated cost to reproduce, and anticipated property income streams.
- Update appraisals when property has been improved, damaged, or has otherwise changed.
- Write descriptions of the property being appraised.
- Determine the appropriate type of valuation to make, such as fair market, replacement, or liquidation, based on the needs of the property owner.
- Document physical characteristics of property such as measurements, quality, and design.
- Locate and record data on sales of comparable property using specialized software, internet searches, or personal records.
- Write and submit appraisal reports for property, such as jewelry, art, antiques, collectibles, and equipment.
- Inspect personal or business property.
- Create and maintain a database of completed appraisals.
- Take photographs of property.
- Verify that property matches legal descriptions or certifications.
- Testify in court as to the value of a piece of tangible property.
- Forecast the value of property.
- Recommend loan amounts based on the value of property being used as collateral.
- Calculate the value of property based on comparisons to recent sales, estimated cost to reproduce, and anticipated property income streams.
- Update appraisals when property has been improved, damaged, or has otherwise changed.
- Compare a property with similar properties that have recently sold to determine its competitive market price.
- Appraise property values, assessing income potential when relevant.
- Sell, for a fee, real estate owned by others.
- Obtain agreements from property owners to place properties for sale with real estate firms.
- Act as an intermediary in negotiations between buyers and sellers over property prices and settlement details and during the closing of sales.
- Generate lists of properties for sale, their locations, descriptions, and available financing options, using computers.
- Manage or operate real estate offices, handling associated business details.
- Maintain knowledge of real estate law, local economies, fair housing laws, types of available mortgages, financing options, and government programs.
- Monitor fulfillment of purchase contract terms to ensure that they are handled in a timely manner.
- Check work completed by loan officers, attorneys, or other professionals to ensure that it is performed properly.
- Rent properties or manage rental properties.
- Maintain awareness of current income tax regulations, local zoning, building and tax laws, and growth possibilities of a property's area.
- Arrange for title searches of properties being sold.
- Supervise agents who handle real estate transactions.
- Arrange for financing of property purchases.
- Give buyers virtual tours of properties in which they are interested, using computers.
- Review property details to ensure that environmental regulations are met.
- Compare a property with similar properties that have recently sold to determine its competitive market price.
- Appraise property values, assessing income potential when relevant.
- Assess companies as investments for clients by examining company facilities.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- 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.
- Assess companies as investments for clients by examining company facilities.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Estimate land production possibilities, surveying property and studying factors such as crop rotation history, soil fertility, or irrigation facilities.
- Purchase, for further processing or for resale, farm products, such as milk, grains, or Christmas trees.
- Arrange for processing or resale of purchased products.
- Negotiate contracts with farmers for the production or purchase of farm products.
- Arrange for transportation or storage of purchased products.
- Maintain records of business transactions and product inventories, reporting data to companies or government agencies as necessary.
- Review orders to determine product types and quantities required to meet demand.
- Examine or test crops or products to estimate their value, determine their grade, or locate any evidence of disease or insect damage.
- Coordinate or direct activities of workers engaged in cutting, transporting, storing, or milling products and maintaining records.
- Sell supplies, such as seed, feed, fertilizers, or insecticides, arranging for loans or financing as necessary.
- Advise farm groups or growers on land preparation or livestock care techniques that will maximize the quantity and quality of production.
- Calculate applicable government grain quotas.
- Estimate land production possibilities, surveying property and studying factors such as crop rotation history, soil fertility, or irrigation facilities.
- Examine commercial sites to determine the feasibility of installing equipment that allows building management systems to reduce electricity consumption during peak demand periods.
- 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.
- 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.
- 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.
- 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.
- Examine commercial sites to determine the feasibility of installing equipment that allows building management systems to reduce electricity consumption during peak demand periods.
- Inventory stock to ensure that supplies and equipment are available in adequate amounts.
- Supervise in-house services, such as laundries, maintenance and repair, dry cleaning, or valet services.
- Select the most suitable cleaning materials for different types of linens, furniture, flooring, and surfaces.
- Advise managers, desk clerks, or admitting personnel of rooms ready for occupancy.
- Inspect work performed to ensure that it meets specifications and established standards.
- Perform or assist with cleaning duties as necessary.
- Plan and prepare employee work schedules.
- Establish and implement operational standards and procedures for the departments supervised.
- Inspect and evaluate the physical condition of facilities to determine the type of work required.
- Issue supplies and equipment to workers.
- Forecast necessary levels of staffing and stock at different times to facilitate effective scheduling and ordering.
- Check and maintain equipment to ensure that it is in working order.
- Maintain required records of work hours, budgets, payrolls, and other information.
- Direct activities for stopping the spread of infections in facilities, such as hospitals.
- Recommend or arrange for additional services, such as painting, repair work, renovations, and the replacement of furnishings and equipment.
- Coordinate activities with other departments to ensure that services are provided in an efficient and timely manner.
- Investigate complaints about service and equipment, and take corrective action.
- Instruct staff in work policies and procedures, and the use and maintenance of equipment.
- Select and order or purchase new equipment, supplies, or furnishings.
- Prepare reports on activity, personnel, and information, such as occupancy, hours worked, facility usage, work performed, and departmental expenses.
- Confer with staff to resolve performance and personnel problems, and to discuss company policies.
- Evaluate employee performance and recommend personnel actions, such as promotions, transfers, and dismissals.
- Recommend changes that could improve service and increase operational efficiency.
- Perform financial tasks, such as estimating costs and preparing and managing budgets.
- Screen job applicants, and hire new employees.
- Perform grounds maintenance tasks, such as removing snow and mowing the lawn.
- Inventory stock to ensure that supplies and equipment are available in adequate amounts.
- Investigate and assess damage to property and create or review property damage estimates.
- 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.
- 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.
- Negotiate claim settlements or recommend litigation when settlement cannot be negotiated.
- Investigate and assess damage to property and create or review property damage estimates.
- Inventory supplies of tools, equipment, or materials to ensure that sufficient supplies are available and items are in usable condition.
- Establish and enforce operating procedures and work standards that will ensure adequate performance and personnel safety.
- Schedule work for crews, depending on work priorities, crew or equipment availability, or weather conditions.
- Tour grounds, such as parks, botanical gardens, cemeteries, or golf courses, to inspect conditions of plants and soil.
- Monitor project activities to ensure that instructions are followed, deadlines are met, and schedules are maintained.
- Direct activities of workers who perform duties, such as landscaping, cultivating lawns, or pruning trees and shrubs.
- Inspect completed work to ensure conformance to specifications, standards, and contract requirements.
- Plant or maintain vegetation through activities such as mulching, fertilizing, watering, mowing, or pruning.
- Direct or perform mixing or application of fertilizers, insecticides, herbicides, or fungicides.
- Train workers in tasks such as transplanting or pruning trees or shrubs, finishing cement, using equipment, or caring for turf.
- Prepare service estimates based on labor, material, and machine costs and maintain budgets for individual projects.
- Identify diseases or pests affecting landscaping and order appropriate treatments.
- Maintain required records, such as personnel information or project records.
- Perform personnel-related activities, such as hiring workers, evaluating staff performance, or taking disciplinary actions when performance problems occur.
- Provide workers with assistance in performing duties as necessary to meet deadlines.
- Prepare or maintain required records, such as work activity or personnel reports.
- Investigate work-related complaints to verify problems and to determine responses.
- Perform administrative duties, such as authorizing leaves or processing time sheets.
- Confer with other supervisors to coordinate work activities with those of other departments or units.
- Direct or assist workers engaged in the maintenance or repair of equipment, such as power tools or motorized equipment.
- Review contracts or work assignments to determine service, machine, or workforce requirements for jobs.
- Order the performance of corrective work when problems occur and recommend procedural changes to avoid such problems.
- Confer with managers or landscape architects to develop plans or schedules for landscaping maintenance or improvement.
- Recommend changes in working conditions or equipment used to increase crew efficiency.
- Answer inquiries from current or prospective customers regarding methods, materials, or price ranges.
- Install or maintain landscaped areas, performing tasks such as removing snow, pouring cement curbs, or repairing sidewalks.
- Design or supervise the installation of sprinkler systems, calculating water pressure, or valve and pipe coverage needs.
- Negotiate with customers regarding fees for landscaping, lawn service, or groundskeeping work.
- Repair irrigation systems.
- Inventory supplies of tools, equipment, or materials to ensure that sufficient supplies are available and items are in usable condition.
- Maintain inventory of audio-visual equipment.
- Check books in and out of the library.
- Teach library patrons basic computer skills, such as searching computerized databases.
- Review and evaluate materials, using book reviews, catalogs, faculty recommendations, and current holdings to select and order print, audio-visual, and electronic resources.
- Search standard reference materials, including online sources and the Internet, to answer patrons' reference questions.
- Keep up-to-date records of circulation and materials, maintain inventory, and correct cataloging errors.
- Analyze patrons' requests to determine needed information and assist in furnishing or locating that information.
- Supervise daily library operations, budgeting, planning, and personnel activities, such as hiring, training, scheduling, and performance evaluations.
- Plan and teach classes on topics such as information literacy, library instruction, and technology use.
- Confer with colleagues, faculty, and community members and organizations to conduct informational programs, make collection decisions, and determine library services to offer.
- Code, classify, and catalog books, publications, films, audio-visual aids, and other library materials, based on subject matter or standard library classification systems.
- Respond to customer complaints, taking action as necessary.
- Plan and deliver client-centered programs and services, such as special services for corporate clients, storytelling for children, newsletters, or programs for special groups.
- Explain use of library facilities, resources, equipment, and services, and provide information about library policies.
- Locate unusual or unique information in response to specific requests.
- Troubleshoot problems with audio-visual equipment.
- Develop library policies and procedures.
- Evaluate materials to determine outdated or unused items to be discarded.
- Direct and train library staff in duties, such as receiving, shelving, researching, cataloging, and equipment use.
- Develop, maintain, and troubleshoot information access aids, such as databases, annotated bibliographies, Web pages, electronic pathfinders, software programs, and online tutorials.
- Engage in professional development activities, such as taking continuing education classes and attending or participating in conferences, workshops, professional meetings, and associations.
- Compile lists of books, periodicals, articles, and audio-visual materials on particular subjects.
- Confer with teachers to select course materials and to determine which training aids are best suited to particular grade levels.
- Evaluate vendor products and performance, negotiate contracts, and place orders.
- Arrange for interlibrary loans of materials not available in a particular library.
- Represent library or institution on internal and external committees.
- Set up, adjust, and operate audio-visual equipment, such as cameras, film and slide projectors, and recording equipment, for meetings, events, classes, seminars, and video conferences.
- Assemble and arrange display materials.
- Maintain hardware and software, including computers, media equipment, scanners, color copiers, and color laser printers.
- Train faculty and media staff on the use of software and audio-visual equipment.
- Maintain inventory of audio-visual equipment.
