- Type court orders for judges.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 6 | 6 | 2 | 23-2093.00 | Title Examiners, Abstractors, and Searchers |
| 3 | 4 | 5 | 23-1012.00 | Judicial Law Clerks |
| 3 | 4 | 2 | 43-4031.00 | Court, Municipal, and License Clerks |
| 2 | 3 | 3 | 23-2011.00 | Paralegals and Legal Assistants |
| 2 | 2 | 5 | 23-1022.00 | Arbitrators, Mediators, and Conciliators 
|
| 2 | 2 | 2 | 43-9022.00 | Word Processors and Typists |
| 2 | 2 | 5 | 23-1011.00 | Lawyers
|
| 1 | 3 | 2 | 43-3071.00 | Tellers |
| 1 | 3 | 2 | 43-4121.00 | Library Assistants, Clerical |
| 1 | 2 | 3 | 43-6012.00 | Legal Secretaries and Administrative Assistants |
| 1 | 2 | 2 | 43-4071.00 | File Clerks |
| 1 | 2 | 2 | 43-2011.00 | Switchboard Operators, Including Answering Service |
| 1 | 1 | 5 | 23-1021.00 | Administrative Law Judges, Adjudicators, and Hearing Officers |
| 1 | 1 | 3 | 43-4141.00 | New Accounts Clerks |
| 1 | 1 | 3 | 43-4131.00 | Loan Interviewers and Clerks |
- Prepare reports describing any title encumbrances encountered during searching activities and outlining actions needed to clear titles.
- Copy or summarize recorded documents, such as mortgages, trust deeds, and contracts, that affect property titles.
- Verify accuracy and completeness of land-related documents accepted for registration, preparing rejection notices when documents are not acceptable.
- Prepare lists of all legal instruments applying to a specific piece of land and the buildings on it.
- Prepare real estate closing statements, using knowledge and expertise in real estate procedures.
- Prepare and issue title commitments and title insurance policies, based on information compiled from title searches.
- Examine documentation such as mortgages, liens, judgments, easements, plat books, maps, contracts, and agreements to verify factors such as properties' legal descriptions, ownership, or restrictions.
- Examine individual titles to determine if restrictions, such as delinquent taxes, will affect titles and limit property use.
- Confer with realtors, lending institution personnel, buyers, sellers, contractors, surveyors, and courthouse personnel to exchange title-related information or to resolve problems.
- Direct activities of workers who search records and examine titles, assigning, scheduling, and evaluating work, and providing technical guidance as necessary.
- Read search requests to ascertain types of title evidence required and to obtain descriptions of properties and names of involved parties.
- Obtain maps or drawings delineating properties from company title plants, county surveyors, or assessors' offices.
- Enter into record-keeping systems appropriate data needed to create new title records or to update existing ones.
- Retrieve and examine real estate closing files for accuracy and to ensure that information included is recorded and executed according to regulations.
- Determine whether land-related documents can be registered under the relevant legislation, such as the Land Titles Act.
- Assess fees related to registration of property-related documents.
- Summarize pertinent legal or insurance details, or sections of statutes or case law from reference books for use in examinations or as proofs or ready reference.
- Prepare reports describing any title encumbrances encountered during searching activities and outlining actions needed to clear titles.
- Copy or summarize recorded documents, such as mortgages, trust deeds, and contracts, that affect property titles.
- Verify accuracy and completeness of land-related documents accepted for registration, preparing rejection notices when documents are not acceptable.
- Prepare lists of all legal instruments applying to a specific piece of land and the buildings on it.
- Prepare real estate closing statements, using knowledge and expertise in real estate procedures.
- Prepare and issue title commitments and title insurance policies, based on information compiled from title searches.
- Prepare briefs, legal memoranda, or statements of issues involved in cases, including appropriate suggestions or recommendations.
- Draft or proofread judicial opinions, decisions, or citations.
- Maintain judges' law libraries by assembling or updating appropriate documents.
- Verify that all files, complaints, or other papers are available and in the proper order.
- Research laws, court decisions, documents, opinions, briefs, or other information related to cases before the court.
- Confer with judges concerning legal questions, construction of documents, or granting of orders.
- Review complaints, petitions, motions, or pleadings that have been filed to determine issues involved or basis for relief.
- Keep abreast of changes in the law and inform judges when cases are affected by such changes.
- Attend court sessions to hear oral arguments or record necessary case information.
- Communicate with counsel regarding case management or procedural requirements.
- Respond to questions from judicial officers or court staff on general legal issues.
- Coordinate judges' meeting and appointment schedules.
- Participate in conferences or discussions between trial attorneys and judges.
- Prepare periodic reports on court proceedings, as required.
- Compile court-related statistics.
- Supervise law students, volunteers, or other personnel assigned to the court.
- Perform courtroom duties, including calling calendars, administering oaths, and swearing in jury panels and witnesses.
- Review dockets of pending litigation to ensure adequate progress.
- Enter information into computerized court calendar, filing, or case management systems.
- Prepare briefs, legal memoranda, or statements of issues involved in cases, including appropriate suggestions or recommendations.
- Draft or proofread judicial opinions, decisions, or citations.
- Maintain judges' law libraries by assembling or updating appropriate documents.
- Verify that all files, complaints, or other papers are available and in the proper order.
- Prepare ordinances, resolutions, or proclamations so that they can be executed, recorded, archived, or distributed.
- Prepare documents recording the outcomes of court proceedings.
- Prepare and issue orders of the court, such as probation orders, release documentation, sentencing information, or summonses.
- Perform contract administration duties, assisting with bid openings or the awarding of contracts.
- Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired licenses.
- Perform administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Verify the authenticity of documents, such as foreign identification or immigration documents.
- Record and edit the minutes of meetings and distribute to appropriate officials or staff members.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Issue public notification of all official activities or meetings.
- Record and maintain all vital and fiscal records and accounts.
- Record case dispositions, court orders, or arrangements made for payment of court fees.
- Answer questions or provide advice to the public regarding licensing policies, procedures, or regulations.
- Prepare meeting agendas or packets of related information.
- Examine legal documents submitted to courts for adherence to laws or court procedures.
- Answer inquiries from the general public regarding judicial procedures, court appearances, trial dates, adjournments, outstanding warrants, summonses, subpoenas, witness fees, or payment of fines.
- Code information on license applications for entry into computers.
- Perform budgeting duties, such as assisting in budget preparation, expenditure review, or budget administration.
- Perform record checks on past or current licensees, as required by investigations.
- Perform general office duties, such as taking or transcribing dictation, typing or proofreading correspondence, distributing or filing official forms, or scheduling appointments.
- Instruct parties about timing of court appearances.
- Respond to requests for information from the public, other municipalities, state officials, or state and federal legislative offices.
- Coordinate or maintain office tracking systems for correspondence or follow-up actions.
- Train other workers or coordinate their work, as necessary.
- Research information in the municipal archives upon request of public officials or private citizens.
- Participate in the administration of municipal elections, such as preparation or distribution of ballots, appointment or training of election officers, or tabulation or certification of results.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- Issue various permits and licenses, such as marriage, fishing, hunting, and dog licenses, and collect appropriate fees.
- Plan or direct the maintenance, filing, safekeeping, or computerization of all municipal documents.
- Prepare dockets or calendars of cases to be called.
- Prepare ordinances, resolutions, or proclamations so that they can be executed, recorded, archived, or distributed.
- Prepare documents recording the outcomes of court proceedings.
- Prepare and issue orders of the court, such as probation orders, release documentation, sentencing information, or summonses.
- Perform contract administration duties, assisting with bid openings or the awarding of contracts.
- Prepare affidavits or other documents, such as legal correspondence, and organize and maintain documents in paper or electronic filing system.
- Prepare legal documents, including briefs, pleadings, appeals, wills, contracts, and real estate closing statements.
- Keep and monitor legal volumes to ensure that law library is up-to-date.
- Investigate facts and law of cases and search pertinent sources, such as public records and internet sources, to determine causes of action and to prepare cases.
- Meet with clients and other professionals to discuss details of case.
- Gather and analyze research data, such as statutes, decisions, and legal articles, codes, and documents.
- Direct and coordinate law office activity, including delivery of subpoenas.
- Call upon witnesses to testify at hearing.
- Arbitrate disputes between parties and assist in the real estate closing process, such as by reviewing title searches.
- Prepare for trial by performing tasks such as organizing exhibits.
- File pleadings with court clerk.
- Appraise and inventory real and personal property for estate planning.
- Prepare affidavits or other documents, such as legal correspondence, and organize and maintain documents in paper or electronic filing system.
- Prepare legal documents, including briefs, pleadings, appeals, wills, contracts, and real estate closing statements.
- Keep and monitor legal volumes to ensure that law library is up-to-date.
- Issue subpoenas or administer oaths to prepare for formal hearings.
- Prepare settlement agreements for disputants to sign.
- Prepare written opinions or decisions regarding cases.
- Apply relevant laws, regulations, policies, or precedents to reach conclusions.
- Conduct hearings to obtain information or evidence relative to disposition of claims.
- Use mediation techniques to facilitate communication between disputants, to further parties' understanding of different perspectives, and to guide parties toward mutual agreement.
- Confer with disputants to clarify issues, identify underlying concerns, and develop an understanding of their respective needs and interests.
- Rule on exceptions, motions, or admissibility of evidence.
- Conduct initial meetings with disputants to outline the arbitration process, settle procedural matters, such as fees, or determine details, such as witness numbers or time requirements.
- Set up appointments for parties to meet for mediation.
- Research laws, regulations, policies, or precedent decisions to prepare for hearings.
- Determine extent of liability according to evidence, laws, or administrative or judicial precedents.
- Authorize payment of valid claims.
- Interview claimants, agents, or witnesses to obtain information about disputed issues.
- Conduct studies of appeals procedures to ensure adherence to legal requirements or to facilitate disposition of cases.
- Recommend acceptance or rejection of compromise settlement offers.
- Evaluate information from documents, such as claim applications, birth or death certificates, or physician or employer records.
- Specialize in the negotiation and resolution of environmental conflicts involving issues such as natural resource allocation or regional development planning.
- Organize or deliver public presentations about mediation to organizations, such as community agencies or schools.
- Participate in court proceedings.
- Issue subpoenas or administer oaths to prepare for formal hearings.
- Prepare settlement agreements for disputants to sign.
- Address envelopes or prepare envelope labels, using typewriter or computer.
- Type correspondence, reports, text and other written material from rough drafts, corrected copies, voice recordings, dictation, or previous versions, using a computer, word processor, or typewriter.
- Perform other clerical duties, such as answering telephone, sorting and distributing mail, running errands or sending faxes.
- Check completed work for spelling, grammar, punctuation, and format.
- File and store completed documents on computer hard drive or disk, or maintain a computer filing system to store, retrieve, update, and delete documents.
- Print and make copies of work.
- Transmit work electronically to other locations.
- Gather, register, and arrange the material to be typed, following instructions.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- Keep records of work performed.
- Electronically sort and compile text and numerical data, retrieving, updating, and merging documents as required.
- Search for specific sets of stored, typed characters to make changes.
- Collate pages of reports and other documents.
- Reformat documents, moving paragraphs or columns.
- Adjust settings for format, page layout, line spacing, and other style requirements.
- Use data entry devices, such as optical scanners, to input data into computers for revision or editing.
- Operate and resupply printers and computers, changing print wheels or fluid cartridges, adding paper, and loading blank tapes, cards, or disks into equipment.
- Manage schedules and set dates, times, and locations for meetings and appointments.
- Work with technical material, preparing statistical reports, planning and typing statistical tables, and combining and rearranging material from different sources.
- Transcribe stenotyped notes of court proceedings.
- Address envelopes or prepare envelope labels, using typewriter or computer.
- Type correspondence, reports, text and other written material from rough drafts, corrected copies, voice recordings, dictation, or previous versions, using a computer, word processor, or typewriter.
- Prepare, draft, and review legal documents, such as wills, deeds, patent applications, mortgages, leases, and contracts.
- Prepare legal briefs and opinions, and file appeals in state and federal courts of appeal.
- Analyze the probable outcomes of cases, using knowledge of legal precedents.
- Advise clients concerning business transactions, claim liability, advisability of prosecuting or defending lawsuits, or legal rights and obligations.
- Select jurors, argue motions, meet with judges, and question witnesses during the course of a trial.
- Interpret laws, rulings and regulations for individuals and businesses.
- Present evidence to defend clients or prosecute defendants in criminal or civil litigation.
- Represent clients in court or before government agencies.
- Present and summarize cases to judges and juries.
- Study Constitution, statutes, decisions, regulations, and ordinances of quasi-judicial bodies to determine ramifications for cases.
- Negotiate settlements of civil disputes.
- Supervise legal assistants.
- Examine legal data to determine advisability of defending or prosecuting lawsuit.
- Evaluate findings and develop strategies and arguments in preparation for presentation of cases.
- Gather evidence to formulate defense or to initiate legal actions by such means as interviewing clients and witnesses to ascertain the facts of a case.
- Search for and examine public and other legal records to write opinions or establish ownership.
- Work in environmental law, representing public interest groups, waste disposal companies, or construction firms in their dealings with state and federal agencies.
- Probate wills and represent and advise executors and administrators of estates.
- Act as agent, trustee, guardian, or executor for businesses or individuals.
- Help develop federal and state programs, draft and interpret laws and legislation, and establish enforcement procedures.
- Confer with colleagues with specialties in appropriate areas of legal issue to establish and verify bases for legal proceedings.
- Perform administrative and management functions related to the practice of law.
- Prepare, draft, and review legal documents, such as wills, deeds, patent applications, mortgages, leases, and contracts.
- Prepare legal briefs and opinions, and file appeals in state and federal courts of appeal.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Sort and file deposit slips and checks.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Monitor bank vaults to ensure cash balances are correct.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
- Resolve problems or discrepancies concerning customers' accounts.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Answer telephones and assist customers with their questions.
- Identify transaction mistakes when debits and credits do not balance.
- Carry out special services for customers, such as ordering bank cards and checks.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Order a supply of cash to meet daily needs.
- Arrange monies received in cash boxes and coin dispensers according to denomination.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
- Count, verify, and post armored car deposits.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Compute financial fees, interest, and service charges.
- Process and maintain records of customer loans.
- Prepare work schedules for staff.
- Quote unit exchange rates, following daily international rate sheets or computer displays.
- Issue checks to bond owners in settlement of transactions.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Sort and file deposit slips and checks.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- Process new materials including books, audio-visual materials, and computer software.
- Repair books using mending tape, paste, and brushes or prepare books to be sent to a bindery for repair.
- Sort books, publications, and other items according to established procedure and return them to shelves, files, or other designated storage areas.
- Open and close library during specified hours and secure library equipment, such as computers and audio-visual equipment.
- Locate library materials for patrons, including books, periodicals, tape cassettes, Braille volumes, and pictures.
- Enter and update patrons' records on computers.
- Answer routine inquiries and refer patrons in need of professional assistance to librarians.
- Manage reserve materials by placing items on reserve for library patrons, checking items in and out of library, and removing out-of-date items.
- Lend, reserve, and collect books, periodicals, videotapes, and other materials at circulation desks and process materials for inter-library loans.
- Instruct patrons on how to use reference sources, card catalogs, and automated information systems.
- Inspect returned books for condition and due-date status and compute any applicable fines.
- Maintain records of items received, stored, issued, and returned and file catalog cards according to system used.
- Register new patrons and issue borrower identification cards that permit patrons to borrow books and other materials.
- Provide assistance to librarians in the maintenance of collections of books, periodicals, magazines, newspapers, and audio-visual and other materials.
- Review records, such as microfilm and issue cards, to identify titles of overdue materials and delinquent borrowers.
- Send out notices and accept fine payments for lost or overdue books.
- Maintain library equipment, such as photocopiers, scanners, and computers, and instruct patrons in proper use of such equipment.
- Schedule, supervise, and train clerical workers, volunteers, student assistants, and other library employees.
- Take action to deal with disruptive or problem patrons.
- Prepare, store, and retrieve classification and catalog information, lecture notes, or other information related to stored documents, using computers.
- Select substitute titles when requested materials are unavailable, following criteria such as age, education, and interests.
- Prepare library statistics reports.
- Deliver and retrieve items to and from departments by hand or using push carts.
- Assist in the preparation of book displays.
- Classify and catalog items according to content and purpose.
- Operate small branch libraries, under the direction of off-site librarian supervisors.
- Plan or participate in library events and programs, such as story time with children.
- Perform accounting and bookkeeping activities, such as invoicing, maintaining financial records, budgeting, and handling cash.
- Operate and maintain audio-visual equipment.
- Place books in mailing containers, affix address labels, and secure containers with straps for mailing to blind library patrons.
- Design or maintain library web site and online catalogues.
- Acquire books, pamphlets, periodicals, audio-visual materials, and other library supplies by checking prices, figuring costs, and preparing appropriate order forms and facilitating the ordering process by providing such information to others.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- Process new materials including books, audio-visual materials, and computer software.
- Repair books using mending tape, paste, and brushes or prepare books to be sent to a bindery for repair.
- Prepare, proofread, or process legal documents, such as summonses, subpoenas, complaints, appeals, motions, or pretrial agreements.
- Draft and type office memos.
- Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials.
- Receive and place telephone calls.
- Schedule and make appointments.
- Organize and maintain law libraries, documents, and case files.
- Make photocopies of correspondence, documents, and other printed matter.
- Assist attorneys in collecting information such as employment, medical, and other records.
- Complete various forms, such as accident reports, trial and courtroom requests, and applications for clients.
- Prepare and distribute invoices to bill clients or pay account expenses.
- Submit articles and information from searches to attorneys for review and approval for use.
- Make travel arrangements for attorneys.
- Review legal publications and perform database searches to identify laws and court decisions relevant to pending cases.
- Attend legal meetings, such as client interviews, hearings, or depositions, and take notes.
- Prepare, proofread, or process legal documents, such as summonses, subpoenas, complaints, appeals, motions, or pretrial agreements.
- Draft and type office memos.
- Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
- Add new material to file records or create new records as necessary.
- Scan or read incoming materials to determine how and where they should be classified or filed.
- Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
- Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
- Answer questions about records or files.
- Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.
- Gather materials to be filed from departments or employees.
- Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.
- Track materials removed from files to ensure that borrowed files are returned.
- Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
- Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.
- Perform periodic inspections of materials or files to ensure correct placement, legibility, or proper condition.
- Modify or improve filing systems or implement new filing systems.
- Design forms related to filing systems.
- Complete general financial activities, such as processing accounts payable, reviewing invoices, collecting cash payments, or issuing receipts.
- Operate mechanized files that rotate to bring needed records to a particular location.
- Assign and record or stamp identification numbers or codes to index materials for filing.
- Retrieve documents stored in microfilm or microfiche and place them in viewers for reading.
- Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
- Add new material to file records or create new records as necessary.
- Perform various data entry or word processing tasks, such as updating phone directories, typing or proofreading documents, or creating schedules.
- Stamp messages with time and date and file them appropriately.
- Operate communication systems, such as telephone, switchboard, intercom, two-way radio, or public address.
- Answer incoming calls, greeting callers, providing information, transferring calls or taking messages as necessary.
- Greet visitors, log them in and out of the facility, assign them security badges, and contact employee escorts.
- Monitor emergency and code alarms, make emergency announcements, or route emergency calls to the appropriate location.
- Record messages, suggesting rewording for clarity or conciseness.
- Page individuals to inform them of telephone calls, using paging or interoffice communication equipment.
- Relay or route written or verbal messages.
- Perform various cash handling tasks, such as collecting payments, making bank deposits, or managing petty cash.
- Place telephone calls or arrange conference calls as instructed.
- Process incoming or outgoing mail, packages, or deliveries.
- Perform administrative tasks, such as accepting orders, scheduling appointments or meeting rooms, or sending and receiving faxes.
- Monitor alarm systems to ensure that secure conditions are maintained.
- Contact security staff members when necessary, using radio-telephones.
- Complete forms for sales orders.
- Answer simple questions about clients' businesses, using reference files.
- Keep records of calls placed and charges incurred.
- Place orders, such as for equipment, supplies, or catering for meetings.
- Perform various data entry or word processing tasks, such as updating phone directories, typing or proofreading documents, or creating schedules.
- Stamp messages with time and date and file them appropriately.
- Issue subpoenas and administer oaths in preparation for formal hearings.
- Determine existence and amount of liability according to current laws, administrative and judicial precedents, and available evidence.
- Monitor and direct the activities of trials and hearings to ensure that they are conducted fairly and that courts administer justice while safeguarding the legal rights of all involved parties.
- Prepare written opinions and decisions.
- Authorize payment of valid claims and determine method of payment.
- Conduct hearings to review and decide claims regarding issues, such as social program eligibility, environmental protection, or enforcement of health and safety regulations.
- Research and analyze laws, regulations, policies, and precedent decisions to prepare for hearings and to determine conclusions.
- Review and evaluate data on documents, such as claim applications, birth or death certificates, or physician or employer records.
- Recommend the acceptance or rejection of claims or compromise settlements according to laws, regulations, policies, and precedent decisions.
- Rule on exceptions, motions, and admissibility of evidence.
- Explain to claimants how they can appeal rulings that go against them.
- Confer with individuals or organizations involved in cases to obtain relevant information.
- Schedule hearings.
- Conduct studies of appeals procedures in field agencies to ensure adherence to legal requirements and to facilitate determination of cases.
- Issue subpoenas and administer oaths in preparation for formal hearings.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Collect and record customer deposits and fees and issue receipts, using computers.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Execute wire transfers of funds.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Process loan applications.
- Obtain credit records from reporting agencies.
- Schedule repairs for locks on safe-deposit boxes.
- Perform foreign currency transactions and sell traveler's checks.
- Duplicate records for distribution to branch offices.
- Perform teller duties as required.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Verify and examine information and accuracy of loan application and closing documents.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Submit loan applications with recommendation for underwriting approval.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- File and maintain loan records.
- Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
- Check value of customer collateral to be held as loan security.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Answer questions and advise customers regarding loans and transactions.
- Present loan and repayment schedules to customers.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Accept payment on accounts.
- Schedule and conduct closings of mortgage transactions.
- Establish credit limits and grant extensions of credit on overdue accounts.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
