- Compute wages and deductions, and enter data into computers.
Occupations with related tasks Save Table: XLSX CSV
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Compute deductions for income and social security taxes.
- Calculate and prepare checks for utilities, taxes, and other payments.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- Code documents according to company procedures.
- Transfer details from separate journals to general ledgers or data processing sheets.
- Operate computers programmed with accounting software to record, store, and analyze information.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Comply with federal, state, and company policies, procedures, and regulations.
- Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
- Receive, record, and bank cash, checks, and vouchers.
- Reconcile or note and report discrepancies found in records.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Access computerized financial information to answer general questions as well as those related to specific accounts.
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
- Match order forms with invoices, and record the necessary information.
- Perform personal bookkeeping services.
- Prepare and process payroll information.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Monitor status of loans and accounts to ensure that payments are up to date.
- Reconcile records of bank transactions.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- Compare computer printouts to manually maintained journals to determine if they match.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- Prepare purchase orders and expense reports.
- Prepare trial balances of books.
- Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- Maintain inventory records.
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Compute deductions for income and social security taxes.
- Calculate and prepare checks for utilities, taxes, and other payments.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- Code documents according to company procedures.
- Transfer details from separate journals to general ledgers or data processing sheets.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Enter insurance- and claims-related information into database systems.
- Apply insurance rating systems.
- 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.
- 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.
- 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.
- 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.
- Compose business correspondence for supervisors, managers, and professionals.
- 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.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Enter insurance- and claims-related information into database systems.
- Apply insurance rating systems.
- Enter text into computer keyboard and select the size and style of type, column width, and appropriate spacing for printed materials.
- Enter digitized data into electronic prepress system computer memory, using scanner, camera, keyboard, or mouse.
- Enter data, such as coordinates of images and color specifications, into system to retouch and make color corrections.
- Operate desktop publishing software and equipment to design, lay out, and produce camera-ready copy.
- Position text and art elements from a variety of databases in a visually appealing way to design print or web pages, using knowledge of type styles and size and layout patterns.
- Prepare sample layouts for approval, using computer software.
- Convert various types of files for printing or for the Internet, using computer software.
- Edit graphics and photos, using pixel or bitmap editing, airbrushing, masking, or image retouching.
- Create special effects such as vignettes, mosaics, and image combining, and add elements such as sound and animation to electronic publications.
- Check preliminary and final proofs for errors and make necessary corrections.
- View monitors for visual representation of work in progress and for instructions and feedback throughout process, making modifications as necessary.
- Import text and art elements, such as electronic clip art or electronic files from photographs that have been scanned or produced with a digital camera, using computer software.
- Study layout or other design instructions to determine work to be done and sequence of operations.
- Select number of colors and determine color separations.
- Transmit, deliver, or mail publication master to printer for production into film and plates.
- Collaborate with graphic artists, editors and writers to produce master copies according to design specifications.
- Store copies of publications on paper, magnetic tape, film, or diskette.
- Load floppy disks or tapes containing information into system.
- Enter text into computer keyboard and select the size and style of type, column width, and appropriate spacing for printed materials.
- Enter digitized data into electronic prepress system computer memory, using scanner, camera, keyboard, or mouse.
- Enter data, such as coordinates of images and color specifications, into system to retouch and make color corrections.
- Operate desktop publishing software and equipment to design, lay out, and produce camera-ready copy.
- Position text and art elements from a variety of databases in a visually appealing way to design print or web pages, using knowledge of type styles and size and layout patterns.
- Prepare sample layouts for approval, using computer software.
- Convert various types of files for printing or for the Internet, using computer software.
- Edit graphics and photos, using pixel or bitmap editing, airbrushing, masking, or image retouching.
- Create special effects such as vignettes, mosaics, and image combining, and add elements such as sound and animation to electronic publications.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Compute financial fees, interest, and service charges.
- 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.
- 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.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- 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.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Compute financial fees, interest, and service charges.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- Use data entry devices, such as optical scanners, to input data into computers for revision or editing.
- Electronically sort and compile text and numerical data, retrieving, updating, and merging documents as required.
- Reformat documents, moving paragraphs or columns.
- Adjust settings for format, page layout, line spacing, and other style requirements.
- 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.
- 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.
- Gather, register, and arrange the material to be typed, following instructions.
- Keep records of work performed.
- Search for specific sets of stored, typed characters to make changes.
- Collate pages of reports and other documents.
- 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.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- Use data entry devices, such as optical scanners, to input data into computers for revision or editing.
- Electronically sort and compile text and numerical data, retrieving, updating, and merging documents as required.
- Reformat documents, moving paragraphs or columns.
- Adjust settings for format, page layout, line spacing, and other style requirements.
- Enter data into computers for use in analyses or reports.
- File data and related information, and maintain and update databases.
- Code data prior to computer entry, using lists of codes.
- Compute and analyze data, using statistical formulas and computers or calculators.
- Check source data to verify completeness and accuracy.
- Compile reports, charts, or graphs that describe and interpret findings of analyses.
- Participate in the publication of data or information.
- Organize paperwork, such as survey forms or reports, for distribution or analysis.
- Compile statistics from source materials, such as production or sales records, quality-control or test records, time sheets, or survey sheets.
- Interview people and keep track of their responses.
- 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.
- Enter data into computers for use in analyses or reports.
- File data and related information, and maintain and update databases.
- Code data prior to computer entry, using lists of codes.
- Compare data with source documents, or re-enter data in verification format to detect errors.
- Read source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners.
- Locate and correct data entry errors, or report them to supervisors.
- Compile, sort, and verify the accuracy of data before it is entered.
- Store completed documents in appropriate locations.
- Select materials needed to complete work assignments.
- Maintain logs of activities and completed work.
- Load machines with required input or output media, such as paper, cards, disks, tape, or Braille media.
- Resolve garbled or indecipherable messages, using cryptographic procedures and equipment.
- Compare data with source documents, or re-enter data in verification format to detect errors.
- Read source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners.
- Read electric, gas, water, or steam consumption meters and enter data in route books or hand-held computers.
- Upload into office computers all information collected on hand-held computers during meter rounds, or return route books or hand-held computers to business offices so that data can be compiled.
- Walk or drive vehicles along established routes to take readings of meter dials.
- Inspect meters for unauthorized connections, defects, and damage, such as broken seals.
- Verify readings in cases where consumption appears to be abnormal, and record possible reasons for fluctuations.
- Report to service departments any problems, such as meter irregularities, damaged equipment, or impediments to meter access, including dogs.
- Leave messages to arrange different times to read meters in cases in which meters are not accessible.
- Connect and disconnect utility services at specific locations.
- Answer customers' questions about services and charges, or direct them to customer service centers.
- Update client address and meter location information.
- Perform preventative maintenance or minor repairs on meters.
- Report lost or broken keys.
- Collect past-due bills.
- Read electric, gas, water, or steam consumption meters and enter data in route books or hand-held computers.
- Upload into office computers all information collected on hand-held computers during meter rounds, or return route books or hand-held computers to business offices so that data can be compiled.
- Scan labels on letters or parcels to confirm receipt.
- Enter change of address orders into computers that process forwarding address stickers.
- Obtain signed receipts for registered, certified, and insured mail, collect associated charges, and complete any necessary paperwork.
- Return to the post office with mail collected from homes, businesses, and public mailboxes.
- Sort mail for delivery, arranging it in delivery sequence.
- Deliver mail to residences and business establishments along specified routes by walking or driving, using a combination of satchels, carts, cars, and small trucks.
- Sign for cash-on-delivery and registered mail before leaving the post office.
- Hold mail for customers who are away from delivery locations.
- Turn in money and receipts collected along mail routes.
- Leave notices telling patrons where to collect mail that could not be delivered.
- Maintain accurate records of deliveries.
- Bundle mail in preparation for delivery or transportation to relay boxes.
- Record address changes and redirect mail for those addresses.
- Return incorrectly addressed mail to senders.
- Answer customers' questions about postal services and regulations.
- Provide customers with change of address cards and other forms.
- Report any unusual circumstances concerning mail delivery, including the condition of street letter boxes.
- Register, certify, and insure parcels and letters.
- Travel to post offices to pick up the mail for routes or pick up mail from postal relay boxes.
- Sell stamps and money orders.
- Complete forms that notify publishers of address changes.
- Meet schedules for the collection and return of mail.
- Scan labels on letters or parcels to confirm receipt.
- Enter change of address orders into computers that process forwarding address stickers.
- Enter and update patrons' records on computers.
- Inspect returned books for condition and due-date status and compute any applicable fines.
- 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.
- 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.
- Maintain records of items received, stored, issued, and returned and file catalog cards according to system used.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- Register new patrons and issue borrower identification cards that permit patrons to borrow books and other materials.
- Process new materials including books, audio-visual materials, and computer software.
- 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.
- Repair books using mending tape, paste, and brushes or prepare books to be sent to a bindery for repair.
- 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.
- Enter and update patrons' records on computers.
- Inspect returned books for condition and due-date status and compute any applicable fines.
- Enter prescription information into computer databases.
- Order, label, and count stock of medications, chemicals, or supplies and enter inventory data into computer.
- Compute charges for medication or equipment dispensed to hospital patients and enter data in computer.
- Receive written prescription or refill requests and verify that information is complete and accurate.
- Establish or maintain patient profiles, including lists of medications taken by individual patients.
- Maintain proper storage and security conditions for drugs.
- Receive and store incoming supplies, verify quantities against invoices, check for outdated medications in current inventory, and inform supervisors of stock needs and shortages.
- Answer telephones, responding to questions or requests.
- Price and file prescriptions that have been filled.
- Mix pharmaceutical preparations, according to written prescriptions.
- Clean and help maintain equipment or work areas and sterilize glassware, according to prescribed methods.
- Prepack bulk medicines, fill bottles with prescribed medications, and type and affix labels.
- Prepare and process medical insurance claim forms and records.
- Transfer medication from vials to the appropriate number of sterile, disposable syringes, using aseptic techniques.
- Restock intravenous (IV) supplies and add measured drugs or nutrients to IV solutions under sterile conditions to prepare IV packs for various uses, such as chemotherapy medication.
- Maintain and merchandise home healthcare products or services.
- Price stock and mark items for sale.
- Assist customers by answering simple questions, locating items, or referring them to the pharmacist for medication information.
- Operate cash registers to accept payment from customers.
- Supply and monitor robotic machines that dispense medicine into containers and label the containers.
- Deliver medications or pharmaceutical supplies to patients, nursing stations, or surgery.
- Enter prescription information into computer databases.
- Order, label, and count stock of medications, chemicals, or supplies and enter inventory data into computer.
- Compute charges for medication or equipment dispensed to hospital patients and enter data in computer.
- Locate and record data on sales of comparable property using specialized software, internet searches, or personal records.
- Update appraisals when property has been improved, damaged, or has otherwise changed.
- Calculate the value of property based on comparisons to recent sales, estimated cost to reproduce, and anticipated property income streams.
- Create and maintain a database of completed appraisals.
- Determine the appropriate type of valuation to make, such as fair market, replacement, or liquidation, based on the needs of the property owner.
- Document physical characteristics of property such as measurements, quality, and design.
- Forecast the value of property.
- Inspect personal or business property.
- Recommend loan amounts based on the value of property being used as collateral.
- Take photographs of property.
- Testify in court as to the value of a piece of tangible property.
- Verify that property matches legal descriptions or certifications.
- Write and submit appraisal reports for property, such as jewelry, art, antiques, collectibles, and equipment.
- Write descriptions of the property being appraised.
- Locate and record data on sales of comparable property using specialized software, internet searches, or personal records.
- Update appraisals when property has been improved, damaged, or has otherwise changed.
- Enter or retrieve information from structural databases, protein sequence motif databases, mutation databases, genomic databases or gene expression databases.
- Package bioinformatics data for submission to public repositories.
- Analyze or manipulate bioinformatics data using software packages, statistical applications, or data mining techniques.
- Extend existing software programs, web-based interactive tools, or database queries as sequence management and analysis needs evolve.
- Maintain awareness of new and emerging computational methods and technologies.
- Conduct quality analyses of data inputs and resulting analyses or predictions.
- Develop or maintain applications that process biologically based data into searchable databases for purposes of analysis, calculation, or presentation.
- Confer with researchers, clinicians, or information technology staff to determine data needs and programming requirements and to provide assistance with database-related research activities.
- Participate in the preparation of reports or scientific publications.
- Write computer programs or scripts to be used in querying databases.
- Document all database changes, modifications, or problems.
- Create data management or error-checking procedures and user manuals.
- Develop or apply data mining and machine learning algorithms.
- Design or implement web-based tools for querying large-scale biological databases.
- Train bioinformatics staff or researchers in the use of databases.
- Test new or updated software or tools and provide feedback to developers.
- Monitor database performance and perform any necessary maintenance, upgrades, or repairs.
- Confer with database users about project timelines and changes.
- Perform routine system administrative functions, such as troubleshooting, back-ups, or upgrades.
- Enter or retrieve information from structural databases, protein sequence motif databases, mutation databases, genomic databases or gene expression databases.
- Package bioinformatics data for submission to public repositories.
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- File, type, or operate standard office machines.
- Perform clerical tasks, such as answering phones or distributing mail.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
- Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
- Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- Record symbols on computer storage media and use computer aided transcription to translate and display them as text.
- Record verbatim proceedings of courts, legislative assemblies, committee meetings, and other proceedings, using computerized recording equipment, electronic stenograph machines, or stenomasks.
- Proofread transcripts for correct spelling of words.
- Provide transcripts of proceedings upon request of judges, lawyers, or the public.
- Transcribe recorded proceedings in accordance with established formats.
- Log and store exhibits from court proceedings.
- File and store shorthand notes of court session.
- File a legible transcript of records of a court case with the court clerk's office.
- Verify accuracy of transcripts by checking copies against original records of proceedings and accuracy of rulings by checking with judges.
- Respond to requests during court sessions to read portions of the proceedings already recorded.
- Take notes in shorthand or use a stenotype or shorthand machine that prints letters on a paper tape.
- Type court orders for judges.
- Record depositions and other proceedings for attorneys.
- Ask speakers to clarify inaudible statements.
- Record symbols on computer storage media and use computer aided transcription to translate and display them as text.
- 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.
- Update directory information.
- Listen to customer requests, referring to alphabetical or geographical directories to answer questions and provide telephone information.
- Suggest and check alternate spellings, locations, or listing formats to customers lacking details or complete information.
- Offer special assistance to persons such as those who are unable to dial or who are in emergency situations.
- Observe signal lights on switchboards, and dial or press buttons to make connections.
- Operate telephone switchboards and systems to advance and complete connections, including those for local, long distance, pay telephone, mobile, person-to-person, and emergency calls.
- Provide assistance for customers with special billing requests.
- Calculate and quote charges for services such as long-distance connections.
- Monitor automated systems for placing collect calls and intervene for a callers needing assistance.
- Perform clerical duties such as typing, proofreading, and sorting mail.
- Consult charts to determine charges for pay-telephone calls, requesting coin deposits for calls as necessary.
- Interrupt busy lines if an emergency warrants.
- Provide relay service for hearing-impaired users.
- Promote company products, services, and savings plans when appropriate.
- Operate paging systems or other systems of bells or buzzers to notify recipients of incoming calls.
- Keep records of calls placed and received, and of related toll charges.
- Update directory information.
- 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.
- 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.
- 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.
- Check with employers or other references to verify answers and obtain further information.
- 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.
- Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations.
- Monitor the payments of benefits throughout the duration of a claim.
- Compute and authorize amounts of assistance for programs, such as grants, monetary payments, and food stamps.
- Establish new computer accounts.
- Maintain confidentiality of customers' transactions.
- Follow all gaming regulations.
- Maintain cage security.
- Cash checks and process credit card advances for patrons.
- Supply currency, coins, chips, or gaming checks to other departments as needed.
- Convert gaming checks, coupons, tokens, or coins to currency for gaming patrons.
- Count funds and reconcile daily summaries of transactions to balance books.
- Verify accuracy of reports, such as authorization forms, transaction reconciliations, or exchange summary reports.
- Determine cash requirements for windows and order all necessary currency, coins, or chips.
- Perform removal and rotation of cash, coin, or chip inventories as necessary.
- Provide assistance in the training and orientation of new cashiers.
- Provide customers with information about casino operations.
- Prepare bank deposits, balancing assigned funds as necessary.
- Prepare reports, including assignment of company funds or recording of department revenues.
- Record casino exchange transactions, using cash registers.
- Sell gambling chips, tokens, or tickets to patrons or to other workers for resale to patrons.
- Establish new computer accounts.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- 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.
- 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.
- 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.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Enter, update, and retrieve information from teletype networks and computerized data systems regarding such things as wanted persons, stolen property, vehicle registration, and stolen vehicles.
- Provide emergency medical instructions to callers.
- Question callers to determine their locations and the nature of their problems to determine type of response needed.
- Determine response requirements and relative priorities of situations, and dispatch units in accordance with established procedures.
- Receive incoming telephone or alarm system calls regarding emergency and non-emergency police and fire service, emergency ambulance service, information, and after-hours calls for departments within a city.
- Relay information and messages to and from emergency sites, to law enforcement agencies, and to all other individuals or groups requiring notification.
- Record details of calls, dispatches, and messages.
- Monitor various radio frequencies, such as those used by public works departments, school security, and civil defense, to stay apprised of developing situations.
- Read and effectively interpret small-scale maps and information from a computer screen to determine locations and provide directions.
- Maintain access to, and security of, highly sensitive materials.
- Scan status charts and computer screens, and contact emergency response field units to determine emergency units available for dispatch.
- Answer routine inquiries, and refer calls not requiring dispatches to appropriate departments and agencies.
- Learn material and pass required tests for certification.
- Observe alarm registers and scan maps to determine whether a specific emergency is in the dispatch service area.
- Maintain files of information relating to emergency calls, such as personnel rosters and emergency call-out and pager files.
- Test and adjust communication and alarm systems, and report malfunctions to maintenance units.
- Operate and maintain mobile dispatch vehicles and equipment.
- Monitor alarm systems to detect emergencies, such as fires and illegal entry into establishments.
- Enter, update, and retrieve information from teletype networks and computerized data systems regarding such things as wanted persons, stolen property, vehicle registration, and stolen vehicles.
- Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
- Scan or read incoming materials to determine how and where they should be classified or filed.
- Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
- 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.
- Add new material to file records or create new records as necessary.
- 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.
- Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
- Calculate and compile order-related statistics, and prepare reports for management.
- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- 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.
- 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.
- Calculate and compile order-related statistics, and prepare reports for management.
- Give buyers virtual tours of properties in which they are interested, using computers.
- Sell, for a fee, real estate owned by others.
- Obtain agreements from property owners to place properties for sale with real estate firms.
- Act as an intermediary in negotiations between buyers and sellers over property prices and settlement details and during the closing of sales.
- Generate lists of properties for sale, their locations, descriptions, and available financing options, using computers.
- Manage or operate real estate offices, handling associated business details.
- Compare a property with similar properties that have recently sold to determine its competitive market price.
- Maintain knowledge of real estate law, local economies, fair housing laws, types of available mortgages, financing options, and government programs.
- Monitor fulfillment of purchase contract terms to ensure that they are handled in a timely manner.
- Check work completed by loan officers, attorneys, or other professionals to ensure that it is performed properly.
- Rent properties or manage rental properties.
- Maintain awareness of current income tax regulations, local zoning, building and tax laws, and growth possibilities of a property's area.
- Arrange for title searches of properties being sold.
- Appraise property values, assessing income potential when relevant.
- Supervise agents who handle real estate transactions.
- Arrange for financing of property purchases.
- Develop, sell, or lease property used for industry or manufacturing.
- Review property details to ensure that environmental regulations are met.
- Maintain working knowledge of various factors that determine a farm's capacity to produce, such as agricultural variables and proximity to market centers and transportation facilities.
- Give buyers virtual tours of properties in which they are interested, using computers.
- Compute, withhold, and account for all payroll deductions.
- Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
- Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
- Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
- Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
- Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.
- Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
- Receive cash and checks and make deposits.
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
- Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
- Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
- Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
- Advise management on short-term and long-term financial objectives, policies, and actions.
- Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
- Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
- Lead staff training and development in budgeting and financial management areas.
- Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
- Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
- Perform tax planning work.
- Handle all aspects of employee insurance, benefits, and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker's compensation.
- Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.
- Compute, withhold, and account for all payroll deductions.
- Enter shipping information into a computer by hand or by a hand-held scanner that reads bar codes on goods.
- Negotiate and arrange transport of goods with shipping or freight companies.
- Determine method of shipment and prepare bills of lading, invoices, and other shipping documents.
- Track delivery progress of shipments.
- Advise clients on transportation and payment methods.
- Estimate freight or postal rates and record shipment costs and weights.
- Keep records of all goods shipped, received, and stored.
- Notify consignees, passengers, or customers of freight or baggage arrival and arrange for delivery.
- Retrieve stored items and trace lost shipments as necessary.
- Prepare manifests showing numbers of airplane passengers and baggage, mail, and freight weights, transmitting data to destinations.
- Arrange insurance coverage for goods.
- Install straps, braces, and padding to loads to prevent shifting or damage during shipment.
- Check import or export documentation to determine cargo contents and use tariff coding system to classify goods according to fee or tariff group.
- Coordinate and supervise activities of workers engaged in packing and shipping merchandise.
- Contact vendors or claims adjustment departments to resolve shipment problems or contact service depots to arrange for repairs.
- Inspect and count items received and check them against invoices or other documents, recording shortages and rejecting damaged goods.
- Route received goods to first available flight or to appropriate storage areas or departments, using forklifts, hand trucks, or other equipment.
- Direct delivery trucks to shipping doors or designated marshaling areas and help load and unload goods safely.
- Assemble containers and crates used to transport items, such as machines or vehicles.
- Maintain a supply of packing materials.
- Direct or participate in cargo loading to ensure completeness of load and even distribution of weight.
- Pack goods for shipping, using tools such as staplers, strapping machines, and hammers.
- Attach address labels, identification codes, and shipping instructions to containers.
- Open cargo containers and unwrap contents, using steel cutters, crowbars, or other hand tools.
- Enter shipping information into a computer by hand or by a hand-held scanner that reads bar codes on goods.
- Enter information about museum collections into computer databases.
- Install, arrange, assemble, and prepare artifacts for exhibition, ensuring the artifacts' safety, reporting their status and condition, and identifying and correcting any problems with the set up.
- Repair, restore, and reassemble artifacts, designing and fabricating missing or broken parts, to restore them to their original appearance and prevent deterioration.
- Clean objects, such as paper, textiles, wood, metal, glass, rock, pottery, and furniture, using cleansers, solvents, soap solutions, and polishes.
- Determine whether objects need repair and choose the safest and most effective method of repair.
- Prepare artifacts for storage and shipping.
- Recommend preservation procedures, such as control of temperature and humidity, to curatorial and building staff.
- Notify superior when restoration of artifacts requires outside experts.
- Supervise and work with volunteers.
- Lead tours and teach educational courses to students and the general public.
- Classify and assign registration numbers to artifacts and supervise inventory control.
- Study object documentation or conduct standard chemical and physical tests to ascertain the object's age, composition, original appearance, need for treatment or restoration, and appropriate preservation method.
- Prepare reports on the operation of conservation laboratories, documenting the condition of artifacts, treatment options, and the methods of preservation and repair used.
- Perform tests and examinations to establish storage and conservation requirements, policies, and procedures.
- Direct and supervise curatorial, technical, and student staff in the handling, mounting, care, and storage of art objects.
- Construct skeletal mounts of fossils, replicas of archaeological artifacts, or duplicate specimens, using a variety of materials and hand tools.
- Coordinate exhibit installations, assisting with design, constructing displays, dioramas, display cases, and models, and ensuring the availability of necessary materials.
- Preserve or direct preservation of objects, using plaster, resin, sealants, hardeners, and shellac.
- Plan and conduct research to develop and improve methods of restoring and preserving specimens.
- Build, repair, and install wooden steps, scaffolds, and walkways to gain access to or permit improved view of exhibited equipment.
- Cut and weld metal sections in reconstruction or renovation of exterior structural sections and accessories of exhibits.
- Photograph objects for documentation.
- Perform on-site field work which may involve interviewing people, inspecting and identifying artifacts, note-taking, viewing sites and collections, and repainting exhibition spaces.
- Specialize in particular materials or types of object, such as documents and books, paintings, decorative arts, textiles, metals, or architectural materials.
- Deliver artwork on courier trips.
- Estimate cost of restoration work.
- Enter information about museum collections into computer databases.
- Compute figures such as balances, totals, or commissions.
- Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
- Resolve customer complaints or answer customers' questions regarding policies and procedures.
- Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
- Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
- Discuss job performance problems with employees to identify causes and issues and to work on resolving problems.
- Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.
- Recruit, interview, and select employees.
- Interpret and communicate work procedures and company policies to staff.
- Evaluate employees' job performance and conformance to regulations and recommend appropriate personnel action.
- Train or instruct employees in job duties or company policies or arrange for training to be provided.
- Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
- Implement corporate or departmental policies, procedures, and service standards in conjunction with management.
- Coordinate activities with other supervisory personnel or with other work units or departments.
- Participate in the work of subordinates to facilitate productivity or to overcome difficult aspects of work.
- Make recommendations to management concerning such issues as staffing decisions or procedural changes.
- Develop or update procedures, policies, or standards.
- Maintain records pertaining to inventory, personnel, orders, supplies, or machine maintenance.
- Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules.
- Develop work schedules according to budgets and workloads.
- Analyze financial activities of establishments or departments and provide input into budget planning and preparation processes.
- Design, implement, or evaluate staff training and development programs, customer service initiatives, or performance measurement criteria.
- Keep informed of provisions of labor-management agreements and their effects on departmental operations.
- Discuss work problems or grievances with union representatives.
- Coordinate or perform activities associated with shipping, receiving, distribution, or transportation.
- Monitor inventory levels and requisition or purchase supplies as needed.
- Plan for or coordinate office services, such as equipment or supply acquisition or organization, disposal of assets, relocation, parking, maintenance, or security services.
- Arrange for necessary maintenance or repair work.
- Plan layouts of stockrooms, warehouses, or other storage areas, considering turnover, size, weight, or related factors pertaining to items stored.
- Compute figures such as balances, totals, or commissions.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Update manuals when rates, rules, or regulations are amended.
- Estimate market value of products or services.
- Review compiled data on operating costs and revenues to set rates.
- Match statements with batches of canceled checks by account numbers.
- Answer inquiries regarding rates, routing, or procedures.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Create, maintain, and enter information into databases.
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
- Use computers for various applications, such as database management or word processing.
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
- Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
- Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.
- Schedule and confirm appointments for clients, customers, or supervisors.
- Maintain scheduling and event calendars.
- Compose, type, and distribute meeting notes, routine correspondence, or reports, such as presentations or expense, statistical, or monthly reports.
- Complete forms in accordance with company procedures.
- Locate and attach appropriate files to incoming correspondence requiring replies.
- Conduct searches to find needed information, using such sources as the Internet.
- Open, read, route, and distribute incoming mail or other materials and answer routine letters.
- Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions.
- Make copies of correspondence or other printed material.
- Learn to operate new office technologies as they are developed and implemented.
- Train and assist staff with computer usage.
- Order and dispense supplies.
- Prepare conference or event materials, such as flyers or invitations.
- Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
- Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
- Establish work procedures or schedules and keep track of the daily work of clerical staff.
- Provide services to customers, such as order placement or account information.
- Prepare and mail checks.
- Arrange conference, meeting, or travel reservations for office personnel.
- Supervise other clerical staff and provide training and orientation to new staff.
- Manage projects or contribute to committee or team work.
- Coordinate conferences, meetings, or special events, such as luncheons or graduation ceremonies.
- Mail newsletters, promotional material, or other information.
- Take dictation in shorthand or by machine and transcribe information.
- Develop or maintain internal or external company Web sites.
- Create, maintain, and enter information into databases.
