- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 4 | 4 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
| 4 | 4 | 3 | 43-4061.00 | Eligibility Interviewers, Government Programs |
| 4 | 4 | 3 | 43-4111.00 | Interviewers, Except Eligibility and Loan |
| 3 | 3 | 4 | 11-9121.01 | Clinical Research Coordinators 
|
| 2 | 2 | 3 | 43-4141.00 | New Accounts Clerks |
| 2 | 2 | 3 | 43-4131.00 | Loan Interviewers and Clerks |
| 2 | 2 | 4 | 11-3061.00 | Purchasing Managers |
| 2 | 2 | 3 | 43-4161.00 | Human Resources Assistants, Except Payroll and Timekeeping |
| 2 | 2 | 4 | 11-3121.00 | Human Resources Managers
|
| 2 | 2 | 2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
| 2 | 2 | 2 | 43-4031.00 | Court, Municipal, and License Clerks |
| 1 | 2 | 4 | 11-9151.00 | Social and Community Service Managers
|
| 1 | 1 | 3 | 29-2099.08 | Patient Representatives
|
| 1 | 1 | 3 | 43-6012.00 | Legal Secretaries and Administrative Assistants |
| 1 | 1 | 4 | 43-9111.00 | Statistical Assistants |
| 1 | 1 | 2 | 43-6013.00 | Medical Secretaries and Administrative Assistants
|
| 1 | 1 | 2 | 43-5053.00 | Postal Service Mail Sorters, Processors, and Processing Machine Operators |
| 1 | 1 | 2 | 11-9071.00 | Gambling Managers |
| 1 | 1 | 2 | 43-4151.00 | Order Clerks |
| 1 | 1 | 3 | 11-9171.00 | Funeral Home Managers |
| 1 | 1 | 4 | 11-9081.00 | Lodging Managers
|
| 1 | 1 | 3 | 53-6041.00 | Traffic Technicians |
| 1 | 1 | 4 | 13-1071.00 | Human Resources Specialists
|
| 1 | 1 | 4 | 11-9199.08 | Loss Prevention Managers |
| 1 | 1 | 2 | 43-3071.00 | Tellers |
| 1 | 1 | 4 | 11-3071.00 | Transportation, Storage, and Distribution Managers
|
- 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.
- Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.
- Contact former employers and other acquaintances to verify applicants' references, employment, health history, or social behavior.
- Keep records of customers' charges and payments.
- Compile and analyze credit information gathered by investigation.
- 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.
- 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.
- Consult with customers to resolve complaints or verify financial or credit transactions.
- Prepare reports of findings and recommendations.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- 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.
- Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.
- Contact former employers and other acquaintances to verify applicants' references, employment, health history, or social behavior.
- Interview and investigate applicants for public assistance to gather information pertinent to their applications.
- Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.
- Check with employers or other references to verify answers and obtain further information.
- Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations.
- Compute and authorize amounts of assistance for programs, such as grants, monetary payments, and food stamps.
- Keep records of assigned cases, and prepare required reports.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- Interpret and explain information such as eligibility requirements, application details, payment methods, and applicants' legal rights.
- Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.
- Answer applicants' questions about benefits and claim procedures.
- Provide social workers with pertinent information gathered during applicant interviews.
- Refer applicants to job openings or to interviews with other staff, in accordance with administrative guidelines or office procedures.
- Schedule benefits claimants for adjudication interviews to address questions of eligibility.
- Provide applicants with assistance in completing application forms, such as those for job referrals or unemployment compensation claims.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Investigate claimants for the possibility of fraud or abuse.
- Monitor the payments of benefits throughout the duration of a claim.
- Interview and investigate applicants for public assistance to gather information pertinent to their applications.
- Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.
- Check with employers or other references to verify answers and obtain further information.
- Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations.
- Ask questions in accordance with instructions to obtain various specified information, such as person's name, address, age, religious preference, or state of residency.
- Identify and resolve inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
- Locate and list addresses and households.
- Contact individuals to be interviewed at home, place of business, or field location, by telephone, mail, or in person.
- Identify and report problems in obtaining valid data.
- Ensure payment for services by verifying benefits with the person's insurance provider or working out financing options.
- Perform office duties, such as telemarketing or customer service inquiries, maintaining staff records, billing patients, or receiving payments.
- Review data obtained from interview for completeness and accuracy.
- Compile, record, and code results or data from interview or survey, using computer or specified form.
- Perform patient services, such as answering the telephone or assisting patients with financial or medical questions.
- Assist individuals in filling out applications or questionnaires.
- Supervise or train other staff members.
- Prepare reports to provide answers in response to specific problems.
- Meet with supervisor daily to submit completed assignments and discuss progress.
- Collect and analyze data, such as studying old records, tallying the number of outpatients entering each day or week, or participating in federal, state, or local population surveys as a Census Enumerator.
- Explain survey objectives and procedures to interviewees and interpret survey questions to help interviewees' comprehension.
- Recruit participants for focus groups.
- Ask questions in accordance with instructions to obtain various specified information, such as person's name, address, age, religious preference, or state of residency.
- Identify and resolve inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
- Locate and list addresses and households.
- Contact individuals to be interviewed at home, place of business, or field location, by telephone, mail, or in person.
- Perform specific protocol procedures such as interviewing subjects, taking vital signs, and performing electrocardiograms.
- Assess eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with physicians and nurses.
- Contact outside health care providers and communicate with subjects to obtain follow-up information.
- Schedule subjects for appointments, procedures, or inpatient stays as required by study protocols.
- Prepare study-related documentation, such as protocol worksheets, procedural manuals, adverse event reports, institutional review board documents, or progress reports.
- Inform patients or caregivers about study aspects and outcomes to be expected.
- Record adverse event and side effect data and confer with investigators regarding the reporting of events to oversight agencies.
- Monitor study activities to ensure compliance with protocols and with all relevant local, federal, and state regulatory and institutional polices.
- Oversee subject enrollment to ensure that informed consent is properly obtained and documented.
- Maintain required records of study activity including case report forms, drug dispensation records, or regulatory forms.
- Identify protocol problems, inform investigators of problems, or assist in problem resolution efforts, such as protocol revisions.
- Review proposed study protocols to evaluate factors such as sample collection processes, data management plans, or potential subject risks.
- Collaborate with investigators to prepare presentations or reports of clinical study procedures, results, and conclusions.
- Track enrollment status of subjects and document dropout information such as dropout causes and subject contact efforts.
- Code, evaluate, or interpret collected study data.
- Direct the requisition, collection, labeling, storage, or shipment of specimens.
- Instruct research staff in scientific and procedural aspects of studies including standards of care, informed consent procedures, or documentation procedures.
- Maintain contact with sponsors to schedule and coordinate site visits or to answer questions about issues such as incomplete data.
- Prepare for or participate in quality assurance audits conducted by study sponsors, federal agencies, or specially designated review groups.
- Order drugs or devices necessary for study completion.
- Participate in the development of study protocols including guidelines for administration or data collection procedures.
- Confer with health care professionals to determine the best recruitment practices for studies.
- Communicate with laboratories or investigators regarding laboratory findings.
- Review scientific literature, participate in continuing education activities, or attend conferences and seminars to maintain current knowledge of clinical studies affairs and issues.
- Organize space for study equipment and supplies.
- Develop advertising and other informational materials to be used in subject recruitment.
- Dispense medical devices or drugs, and calculate dosages and provide instructions as necessary.
- Arrange for research study sites and determine staff or equipment availability.
- Interpret protocols and advise treating physicians on appropriate dosage modifications or treatment calculations based on patient characteristics.
- Contact industry representatives to ensure equipment and software specifications necessary for successful study completion.
- Register protocol patients with appropriate statistical centers as required.
- Solicit industry-sponsored trials through contacts and professional organizations.
- Participate in preparation and management of research budgets and monetary disbursements.
- Perform specific protocol procedures such as interviewing subjects, taking vital signs, and performing electrocardiograms.
- Assess eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with physicians and nurses.
- Contact outside health care providers and communicate with subjects to obtain follow-up information.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Obtain credit records from reporting agencies.
- 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.
- 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.
- 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.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Obtain credit records from reporting agencies.
- Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- 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.
- Check value of customer collateral to be held as loan security.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- 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.
- Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Locate vendors of materials, equipment or supplies, and interview them to determine product availability and terms of sales.
- Interview and hire staff, and oversee staff training.
- Develop and implement purchasing and contract management instructions, policies, and procedures.
- Prepare bid awards requiring board approval.
- Direct and coordinate activities of personnel engaged in buying, selling, and distributing materials, equipment, machinery, and supplies.
- Review purchase order claims and contracts for conformance to company policy.
- Review, evaluate, and approve specifications for issuing and awarding bids.
- Administer online purchasing systems.
- Prepare and process requisitions and purchase orders for supplies and equipment.
- Develop cost reduction strategies and savings plans.
- Control purchasing department budgets.
- Resolve vendor or contractor grievances and claims against suppliers.
- Analyze market and delivery systems to assess present and future material availability.
- Participate in the development of specifications for equipment, products, or substitute materials.
- Maintain records of goods ordered and received.
- Represent companies in negotiating contracts and formulating policies with suppliers.
- Prepare reports regarding market conditions and merchandise costs.
- Arrange for disposal of surplus materials.
- Locate vendors of materials, equipment or supplies, and interview them to determine product availability and terms of sales.
- Interview and hire staff, and oversee staff training.
- Interview job applicants to obtain and verify information used to screen and evaluate them.
- Request information from law enforcement officials, previous employers, and other references to determine applicants' employment acceptability.
- Process, verify, and maintain personnel related documentation, including staffing, recruitment, training, grievances, performance evaluations, classifications, and employee leaves of absence.
- Record data for each employee, including such information as addresses, weekly earnings, absences, amount of sales or production, supervisory reports on performance, and dates of and reasons for terminations.
- Explain company personnel policies, benefits, and procedures to employees or job applicants.
- Provide assistance in administering employee benefit programs and worker's compensation plans.
- Answer questions regarding examinations, eligibility, salaries, benefits, and other pertinent information.
- Prepare and set up for new employee orientations.
- Gather personnel records from other departments or employees.
- Examine employee files to answer inquiries and provide information for personnel actions.
- Search employee files to obtain information for authorized persons and organizations, such as credit bureaus and finance companies.
- Compile and prepare reports and documents pertaining to personnel activities.
- Process and review employment applications to evaluate qualifications or eligibility of applicants.
- Inform job applicants of their acceptance or rejection of employment.
- Select applicants meeting specified job requirements and refer them to hiring personnel.
- Arrange for advertising or posting of job vacancies and notify eligible workers of position availability.
- Administer and score applicant and employee aptitude, personality, and interest assessment instruments.
- Prepare badges, passes, and identification cards, and perform other security-related duties.
- Arrange for in-house and external training activities.
- Interview job applicants to obtain and verify information used to screen and evaluate them.
- Request information from law enforcement officials, previous employers, and other references to determine applicants' employment acceptability.
- Identify staff vacancies and recruit, interview, and select applicants.
- Conduct exit interviews to identify reasons for employee termination.
- Serve as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work-related problems.
- Advise managers on organizational policy matters, such as equal employment opportunity and sexual harassment, and recommend needed changes.
- Analyze and modify compensation and benefits policies to establish competitive programs and ensure compliance with legal requirements.
- Perform difficult staffing duties, including dealing with understaffing, refereeing disputes, firing employees, and administering disciplinary procedures.
- Represent organization at personnel-related hearings and investigations.
- Negotiate bargaining agreements and help interpret labor contracts.
- Plan, direct, supervise, and coordinate work activities of subordinates and staff relating to employment, compensation, labor relations, and employee relations.
- Prepare personnel forecast to project employment needs.
- Provide current and prospective employees with information about policies, job duties, working conditions, wages, opportunities for promotion, and employee benefits.
- Investigate and report on industrial accidents for insurance carriers.
- Administer compensation, benefits, and performance management systems, and safety and recreation programs.
- Analyze statistical data and reports to identify and determine causes of personnel problems and develop recommendations for improvement of organization's personnel policies and practices.
- Plan, organize, direct, control, or coordinate the personnel, training, or labor relations activities of an organization.
- Allocate human resources, ensuring appropriate matches between personnel.
- Oversee the evaluation, classification, and rating of occupations and job positions.
- Plan and conduct new employee orientation to foster positive attitude toward organizational objectives.
- Analyze training needs to design employee development, language training, and health and safety programs.
- Study legislation, arbitration decisions, and collective bargaining contracts to assess industry trends.
- Maintain records and compile statistical reports concerning personnel-related data such as hires, transfers, performance appraisals, and absenteeism rates.
- Prepare and follow budgets for personnel operations.
- Develop, administer, and evaluate applicant tests.
- Develop or administer special projects in areas such as pay equity, savings bond programs, day care, and employee awards.
- Contract with vendors to provide employee services, such as food service, transportation, or relocation service.
- Provide terminated employees with outplacement or relocation assistance.
- Identify staff vacancies and recruit, interview, and select applicants.
- Conduct exit interviews to identify reasons for employee termination.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Calculate amount of claim.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Process and record new insurance policies and claims.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Pay small claims.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Collect initial premiums and issue receipts.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- Compose business correspondence for supervisors, managers, and professionals.
- Apply insurance rating systems.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Enter insurance- and claims-related information into database systems.
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- 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.
- 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.
- Prepare ordinances, resolutions, or proclamations so that they can be executed, recorded, archived, or distributed.
- 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.
- Prepare documents recording the outcomes of court proceedings.
- Perform budgeting duties, such as assisting in budget preparation, expenditure review, or budget administration.
- Prepare and issue orders of the court, such as probation orders, release documentation, sentencing information, or summonses.
- 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.
- Perform contract administration duties, assisting with bid openings or the awarding of contracts.
- 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.
- 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.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- Recruit, interview, and hire or sign up volunteers and staff.
- Provide direct service and support to individuals or clients, such as handling a referral for child advocacy issues, conducting a needs evaluation, or resolving complaints.
- Establish and oversee administrative procedures to meet objectives set by boards of directors or senior management.
- Direct activities of professional and technical staff members and volunteers.
- Evaluate the work of staff and volunteers to ensure that programs are of appropriate quality and that resources are used effectively.
- Participate in the determination of organizational policies regarding such issues as participant eligibility, program requirements, and program benefits.
- Prepare and maintain records and reports, such as budgets, personnel records, or training manuals.
- Establish and maintain relationships with other agencies and organizations in community to meet community needs and to ensure that services are not duplicated.
- Research and analyze member or community needs to determine program directions and goals.
- Implement and evaluate staff, volunteer, or community training programs.
- Act as consultants to agency staff and other community programs regarding the interpretation of program-related federal, state, and county regulations and policies.
- Speak to community groups to explain and interpret agency purposes, programs, and policies.
- Analyze proposed legislation, regulations, or rule changes to determine how agency services could be impacted.
- Plan and administer budgets for programs, equipment, and support services.
- Represent organizations in relations with governmental and media institutions.
- Direct fundraising activities and the preparation of public relations materials.
- Recruit, interview, and hire or sign up volunteers and staff.
- Provide direct service and support to individuals or clients, such as handling a referral for child advocacy issues, conducting a needs evaluation, or resolving complaints.
- Interview patients or their representatives to identify problems relating to care.
- Coordinate communication between patients, family members, medical staff, administrative staff, or regulatory agencies.
- Refer patients to appropriate health care services or resources.
- Maintain knowledge of community services and resources available to patients.
- Explain policies, procedures, or services to patients using medical or administrative knowledge.
- Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.
- Read current literature, talk with colleagues, continue education, or participate in professional organizations or conferences to keep abreast of developments in the field.
- Develop and distribute newsletters, brochures, or other printed materials to share information with patients or medical staff.
- Provide consultation or training to volunteers or staff on topics, such as guest relations, patients' rights, or medical issues.
- Analyze patients' abilities to pay to determine charges on a sliding scale.
- Identify and share research, recommendations, or other information regarding legal liabilities, risk management, or quality of care.
- Collect and report data on topics, such as patient encounters or inter-institutional problems, making recommendations for change when appropriate.
- Teach patients to use home health care equipment.
- Interview patients or their representatives to identify problems relating to care.
- Assist attorneys in collecting information such as employment, medical, and other records.
- Prepare, proofread, or process legal documents, such as summonses, subpoenas, complaints, appeals, motions, or pretrial agreements.
- 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.
- Draft and type office memos.
- 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.
- Assist attorneys in collecting information such as employment, medical, and other records.
- Interview people and keep track of their responses.
- Compute and analyze data, using statistical formulas and computers or calculators.
- Check source data to verify completeness and accuracy.
- Enter data into computers for use in analyses or reports.
- Compile reports, charts, or graphs that describe and interpret findings of analyses.
- Participate in the publication of data or information.
- File data and related information, and maintain and update databases.
- Organize paperwork, such as survey forms or reports, for distribution or analysis.
- Code data prior to computer entry, using lists of codes.
- Compile statistics from source materials, such as production or sales records, quality-control or test records, time sheets, or survey sheets.
- Check survey responses for errors, such as the use of pens instead of pencils, and set aside response forms that cannot be used.
- Select statistical tests for analyzing data.
- Discuss data presentation requirements with clients.
- Send out surveys.
- Interview people and keep track of their responses.
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
- Answer telephones and direct calls to appropriate staff.
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
- Complete insurance or other claim forms.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Transmit correspondence or medical records by mail, e-mail, or fax.
- Maintain medical records, technical library, or correspondence files.
- Receive and route messages or documents, such as laboratory results, to appropriate staff.
- Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
- Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies.
- Transcribe recorded messages or practitioners' diagnoses or recommendations into patients' medical records.
- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
- Arrange hospital admissions for patients.
- Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
- Search directories to find correct addresses for redirected mail.
- Clear jams in sorting equipment.
- Operate various types of equipment, such as computer scanning equipment, addressographs, mimeographs, optical character readers, and bar-code sorters.
- Sort odd-sized mail by hand, sort mail that other workers have been unable to sort, and segregate items requiring special handling.
- Direct items according to established routing schemes, using computer-controlled keyboards or voice-recognition equipment.
- Check items to ensure that addresses are legible and correct, that sufficient postage has been paid or the appropriate documentation is attached, and that items are in a suitable condition for processing.
- Bundle, label, and route sorted mail to designated areas, depending on destinations and according to established procedures and deadlines.
- Move containers of mail, using equipment, such as forklifts and automated "trains".
- Open and label mail containers.
- Load and unload mail trucks, sometimes lifting containers of mail onto equipment that transports items to sorting stations.
- Distribute incoming mail into the correct boxes or pigeonholes.
- Rewrap soiled or broken parcels.
- Train new workers.
- Dump sacks of mail onto conveyors for culling and sorting.
- Weigh articles to determine required postage.
- Cancel letter or parcel post stamps by hand.
- Accept and check containers of mail from large volume mailers, couriers, and contractors.
- Search directories to find correct addresses for redirected mail.
- Interview and hire workers.
- Resolve customer complaints regarding problems, such as payout errors.
- Remove suspected cheaters, such as card counters or other players who may have systems that shift the odds of winning to their favor.
- Track supplies of money to tables and perform any required paperwork.
- Explain and interpret house rules, such as game rules or betting limits.
- Prepare work schedules and station arrangements and keep attendance records.
- Monitor staffing levels to ensure that games and tables are adequately staffed for each shift, arranging for staff rotations and breaks and locating substitute employees as necessary.
- Maintain familiarity with all games used at a facility, as well as strategies or tricks employed in those games.
- Train new workers or evaluate their performance.
- Market or promote the casino to bring in business.
- Direct the distribution of complimentary hotel rooms, meals, or other discounts or free items given to players, based on their length of play and betting totals.
- Establish policies on issues, such as the type of gambling offered and the odds, the extension of credit, or the serving of food and beverages.
- Circulate among gaming tables to ensure that operations are conducted properly, that dealers follow house rules, or that players are not cheating.
- Set and maintain a bank and table limit for each game.
- Direct the compilation of summary sheets that show wager amounts and payoffs for races or events.
- Review operational expenses, budget estimates, betting accounts, or collection reports for accuracy.
- Record, collect, or pay off bets, issuing receipts as necessary.
- Notify board attendants of table vacancies so that waiting patrons can play.
- Monitor credit extended to players.
- Interview and hire workers.
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- Recommend merchandise or services that will meet customers' needs.
- Inspect outgoing work for compliance with customers' specifications.
- Receive and respond to customer complaints.
- Check inventory records to determine availability of requested merchandise.
- Verify customer and order information for correctness, checking it against previously obtained information as necessary.
- Compute total charges for merchandise or services and shipping charges.
- Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
- File copies of orders received, or post orders on records.
- Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
- Prepare invoices, shipping documents, and contracts.
- Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
- Direct specified departments or units to prepare and ship orders to designated locations.
- Adjust inventory records to reflect product movement.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- Calculate and compile order-related statistics, and prepare reports for management.
- Recommend type of packing or labeling needed on order.
- Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- Interview and hire new employees.
- Consult with families or friends of the deceased to arrange funeral details, such as obituary notice wording, casket selection, or plans for services.
- Direct and supervise work of embalmers, funeral attendants, death certificate clerks, cosmetologists, or other staff.
- Schedule funerals, burials, or cremations.
- Sell funeral services, products, or merchandise to clients.
- Monitor funeral service operations to ensure that they comply with applicable policies, regulations, and laws.
- Offer counsel and comfort to families and friends of the deceased.
- Negotiate contracts for prearranged funeral services.
- Respond to customer complaints, legal inquiries, payment negotiations, or other post-service matters.
- Plan and implement changes to service offerings to meet community needs or increase funeral home revenues.
- Direct or monitor administrative, support, repair, or maintenance services for funeral homes.
- Schedule work hours for funeral home or contract employees.
- Set marketing, sales, or other financial goals for funeral service establishments and monitor progress toward these goals.
- Explain goals, policies, or procedures to staff members.
- Complete and maintain records, such as state-required documents, tracking documents, or product inventories.
- Evaluate the performance of vendors, contract employees, or other service providers to ensure quality and cost-efficiency.
- Set prices or credit terms for funeral products or services.
- Review financial statements, sales or activity reports, or other performance data to identify opportunities for cost reductions or service improvements.
- Identify skill development needs for funeral home staff.
- Attend or make presentations at community events to promote funeral home services or build community relationships.
- Plan and implement sales promotions or other marketing strategies and activities for funeral home operations.
- Conduct market research and analyze industry trends.
- Interview and hire new employees.
- Interview and hire applicants.
- Answer inquiries pertaining to hotel policies and services, and resolve occupants' complaints.
- Participate in financial activities, such as the setting of room rates, the establishment of budgets, and the allocation of funds to departments.
- Confer and cooperate with other managers to ensure coordination of hotel activities.
- Greet and register guests.
- Monitor the revenue activity of the hotel or facility.
- Manage and maintain temporary or permanent lodging facilities.
- Train staff members.
- Observe and monitor staff performance to ensure efficient operations and adherence to facility's policies and procedures.
- Coordinate front-office activities of hotels or motels, and resolve problems.
- Inspect guest rooms, public areas, and grounds for cleanliness and appearance.
- Assign duties to workers, and schedule shifts.
- Receive and process advance registration payments, mail letters of confirmation, or return checks when registrations cannot be accepted.
- Purchase supplies, and arrange for outside services, such as deliveries, laundry, maintenance and repair, and trash collection.
- Collect payments and record data pertaining to funds and expenditures.
- Develop and implement policies and procedures for the operation of a department or establishment.
- Prepare required paperwork pertaining to departmental functions.
- Show, rent, or assign accommodations.
- Perform marketing and public relations activities.
- Organize and coordinate the work of staff and convention personnel for meetings to be held at a particular facility.
- Provide assistance to staff members by inspecting rooms, setting tables, or doing laundry.
- Arrange telephone answering services, deliver mail and packages, or answer questions regarding locations for eating and entertainment.
- Meet with clients to schedule and plan details of conventions, banquets, receptions and other functions.
- Book tickets for guests for local tours and attractions.
- Interview and hire applicants.
- Interview motorists about specific intersections or highways to gather road-condition information for use in planning.
- Study traffic delays by noting times of delays, the numbers of vehicles affected, and vehicle speed through the delay area.
- Interact with the public to answer traffic-related questions, respond to complaints or requests, or discuss traffic control ordinances, plans, policies, or procedures.
- Prepare graphs, charts, diagrams, or other aids to illustrate observations or conclusions.
- Analyze data related to traffic flow, accident rates, or proposed development to determine the most efficient methods to expedite traffic flow.
- Prepare work orders for repair, maintenance, or changes in traffic systems.
- Plan, design, and improve components of traffic control systems to accommodate current or projected traffic and to increase usability and efficiency.
- Compute time settings for traffic signals or speed restrictions, using standard formulas.
- Prepare drawings of proposed signal installations or other control devices, using drafting instruments or computer-automated drafting equipment.
- Study factors affecting traffic conditions, such as lighting or sign and marking visibility, to assess their effectiveness.
- Gather and compile data from hand count sheets, machine count tapes, or radar speed checks and code data for computer input.
- Measure and record the speed of vehicular traffic, using electrical timing devices or radar equipment.
- Lay out pavement markings for striping crews.
- Provide technical supervision regarding traffic control devices to other traffic technicians or laborers.
- Operate counters and record data to assess the volume, type, and movement of vehicular or pedestrian traffic at specified times.
- Place and secure automatic counters, using power tools, and retrieve counters after counting periods end.
- Review traffic control or barricade plans to issue permits for parades or other special events or for construction work that affects rights of way, providing assistance with plan preparation or revision, as necessary.
- Time stoplights or other delays, using stopwatches.
- Maintain or make minor adjustments or field repairs to equipment used in surveys, including the replacement of parts on traffic data gathering devices.
- Visit development or work sites to determine projects' effect on traffic and the adequacy of traffic control and safety plans or to suggest traffic control measures.
- Establish procedures for street closures or for repair or construction projects.
- Provide traffic information, such as road conditions, to the public.
- Monitor street or utility projects for compliance to traffic control permit conditions.
- Develop plans or long-range strategies for providing adequate parking space.
- Interview motorists about specific intersections or highways to gather road-condition information for use in planning.
- Conduct exit interviews and ensure that necessary employment termination paperwork is completed.
- Interpret and explain human resources policies, procedures, laws, standards, or regulations.
- Hire employees and process hiring-related paperwork.
- Maintain current knowledge of Equal Employment Opportunity (EEO) and affirmative action guidelines and laws, such as the Americans with Disabilities Act (ADA).
- Prepare or maintain employment records related to events, such as hiring, termination, leaves, transfers, or promotions, using human resources management system software.
- Address employee relations issues, such as harassment allegations, work complaints, or other employee concerns.
- Review employment applications and job orders to match applicants with job requirements.
- Inform job applicants of details such as duties and responsibilities, compensation, benefits, schedules, working conditions, or promotion opportunities.
- Select qualified job applicants or refer them to managers, making hiring recommendations when appropriate.
- Schedule or conduct new employee orientations.
- Maintain and update human resources documents, such as organizational charts, employee handbooks or directories, or performance evaluation forms.
- Confer with management to develop or implement personnel policies or procedures.
- Contact job applicants to inform them of the status of their applications.
- Interview job applicants to obtain information on work history, training, education, or job skills.
- Perform searches for qualified job candidates, using sources such as computer databases, networking, Internet recruiting resources, media advertisements, job fairs, recruiting firms, or employee referrals.
- Provide management with information or training related to interviewing, performance appraisals, counseling techniques, or documentation of performance issues.
- Analyze employment-related data and prepare required reports.
- Advise management on organizing, preparing, or implementing recruiting or retention programs.
- Develop or implement recruiting strategies to meet current or anticipated staffing needs.
- Administer employee benefit plans.
- Schedule or administer skill, intelligence, psychological, or drug tests for current or prospective employees.
- Conduct reference or background checks on job applicants.
- Review and evaluate applicant qualifications or eligibility for specified licensing, according to established guidelines and designated licensing codes.
- Evaluate recruitment or selection criteria to ensure conformance to professional, statistical, or testing standards, recommending revisions, as needed.
- Coordinate with outside staffing agencies to secure temporary employees, based on departmental needs.
- Evaluate selection or testing techniques by conducting research or follow-up activities and conferring with management or supervisory personnel.
- Conduct exit interviews and ensure that necessary employment termination paperwork is completed.
- Investigate or interview individuals suspected of shoplifting or internal theft.
- Coordinate or conduct internal investigations of problems such as employee theft and violations of corporate loss prevention policies.
- Administer systems and programs to reduce loss, maintain inventory control, or increase safety.
- Review loss prevention exception reports and cash discrepancies to ensure adherence to guidelines.
- Train loss prevention staff, retail managers, or store employees on loss control and prevention measures.
- Provide recommendations and solutions in crisis situations such as workplace violence, protests, and demonstrations.
- Identify potential for loss and develop strategies to eliminate it.
- Hire or supervise loss prevention staff.
- Advise retail managers on compliance with applicable codes, laws, regulations, or standards.
- Develop and maintain partnerships with federal, state, or local law enforcement agencies or members of the retail loss prevention community.
- Perform or direct inventory investigations in response to shrink results outside of acceptable ranges.
- Maintain documentation of all loss prevention activity.
- Assess security needs across locations to ensure proper deployment of loss prevention resources, such as staff and technology.
- Monitor compliance to operational, safety, or inventory control procedures, including physical security standards.
- Verify correct use and maintenance of physical security systems, such as closed-circuit television, merchandise tags, and burglar alarms.
- Visit stores to ensure compliance with company policies and procedures.
- Analyze retail data to identify current or emerging trends in theft or fraud.
- Direct loss prevention audit programs including target store audits, maintenance audits, safety audits, or electronic article surveillance (EAS) audits.
- Collaborate with law enforcement to investigate and solve external theft or fraud cases.
- Coordinate theft and fraud investigations involving career criminals or organized group activities.
- Supervise surveillance, detection, or criminal processing related to theft and criminal cases.
- Perform cash audits and deposit investigations to fully account for store cash.
- Recommend improvements in loss prevention programs, staffing, scheduling, or training.
- Direct installation of covert surveillance equipment, such as security cameras.
- Monitor and review paperwork procedures and systems to prevent error-related shortages.
- Advise retail establishments on development of loss-investigation procedures.
- Maintain databases such as bad check logs, reports on multiple offenders, and alarm activation lists.
- Investigate or interview individuals suspected of shoplifting or internal theft.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- 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.
- Sort and file deposit slips 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.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Compute financial fees, interest, and service charges.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- 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.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Interview, select, and train warehouse and supervisory personnel.
- Supervise the activities of workers engaged in receiving, storing, testing, and shipping products or materials.
- Plan, develop, or implement warehouse safety and security programs and activities.
- Inspect physical conditions of warehouses, vehicle fleets, or equipment and order testing, maintenance, repairs, or replacements.
- Plan, organize, or manage the work of subordinate staff to ensure that the work is accomplished in a manner consistent with organizational requirements.
- Collaborate with other departments to integrate logistics with business systems or processes, such as customer sales, order management, accounting, or shipping.
- Analyze all aspects of corporate logistics to determine the most cost-effective or efficient means of transporting products or supplies.
- Resolve problems concerning transportation, logistics systems, imports or exports, or customer issues.
- Develop and document standard and emergency operating procedures for receiving, handling, storing, shipping, or salvaging products or materials.
- Monitor operations to ensure that staff members comply with administrative policies and procedures, safety rules, union contracts, environmental policies, or government regulations.
- Analyze the financial impact of proposed logistics changes, such as routing, shipping modes, product volumes or mixes, or carriers.
- Monitor inventory levels of products or materials in warehouses.
- Establish or monitor specific supply chain-based performance measurement systems.
- Prepare and manage departmental budgets.
- Monitor product import or export processes to ensure compliance with regulatory or legal requirements.
- Prepare management recommendations, such as proposed fee and tariff increases or schedule changes.
- Advise sales and billing departments of transportation charges for customers' accounts.
- Analyze expenditures and other financial information to develop plans, policies, or budgets for increasing profits or improving services.
- Confer with department heads to coordinate warehouse activities, such as production, sales, records control, or purchasing.
- Implement specific customer requirements, such as internal reporting or customized transportation metrics.
- Maintain metrics, reports, process documentation, customer service logs, or training or safety records.
- Examine invoices and shipping manifests for conformity to tariff and customs regulations.
- Plan or implement energy saving changes to transportation services, such as reducing routes, optimizing capacities, employing alternate modes of transportation, or minimizing idling.
- Evaluate contractors or business partners for operational efficiency or safety or environmental performance records.
- Negotiate with carriers, warehouse operators, or insurance company representatives for services and preferential rates.
- Develop or implement plans for facility modification or expansion, such as equipment purchase or changes in space allocation or structural design.
- Direct inbound or outbound operations, such as transportation or warehouse activities, safety performance, and logistics quality management.
- Plan or implement improvements to internal or external systems or processes.
- Recommend or authorize capital expenditures for acquisition of new equipment or property to increase efficiency and services.
- Review invoices, work orders, consumption reports, or demand forecasts to estimate peak performance periods and to issue work assignments.
- Interview, select, and train warehouse and supervisory personnel.
