- Ensure payment for services by verifying benefits with the person's insurance provider or working out financing options.
Occupations with related tasks Save Table: XLSX CSV
- 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.
- 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.
- Prepare and verify cashier's checks.
- Identify transaction mistakes when debits and credits do not balance.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Count, verify, and post armored car deposits.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- 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.
- Resolve problems or discrepancies concerning customers' accounts.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Prepare and verify cashier's checks.
- Identify transaction mistakes when debits and credits do not balance.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Count, verify, and post armored car deposits.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Match order forms with invoices, and record the necessary information.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Compare computer printouts to manually maintained journals to determine if they match.
- Operate computers programmed with accounting software to record, store, and analyze information.
- 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.
- Code documents according to company procedures.
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- 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.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Perform personal bookkeeping services.
- Prepare and process payroll information.
- Compute deductions for income and social security taxes.
- Calculate and prepare checks for utilities, taxes, and other payments.
- 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.
- Transfer details from separate journals to general ledgers or data processing sheets.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- 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.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Match order forms with invoices, and record the necessary information.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Compare computer printouts to manually maintained journals to determine if they match.
- Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
- Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
- Negotiate credit extensions when necessary.
- Record information about financial status of customers and status of collection efforts.
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Locate and monitor overdue accounts, using computers and a variety of automated systems.
- Advise customers of necessary actions and strategies for debt repayment.
- Answer customer questions regarding problems with their accounts.
- Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
- Receive payments and post amounts paid to customer accounts.
- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
- Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.
- Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
- Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
- Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
- Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
- Negotiate credit extensions when necessary.
- Verify and examine information and accuracy of loan application and closing documents.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Establish credit limits and grant extensions of credit on overdue accounts.
- 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.
- Verify and examine information and accuracy of loan application and closing documents.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Establish credit limits and grant extensions of credit on overdue accounts.
- Verify accuracy of billing data and revise any errors.
- Verify signatures and required information on checks.
- Match statements with batches of canceled checks by account numbers.
- 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.
- 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.
- 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.
- Verify accuracy of billing data and revise any errors.
- Verify signatures and required information on checks.
- Match statements with batches of canceled checks by account numbers.
- Review requisition orders to verify accuracy, terminology, and specifications.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Track the status of requisitions, contracts, and orders.
- Perform buying duties when necessary.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
- Approve and pay bills.
- Maintain knowledge of all organizational and governmental rules affecting purchases, and provide information about these rules to organization staff members and to vendors.
- Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
- Check shipments when they arrive to ensure that orders have been filled correctly and that goods meet specifications.
- Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.
- Respond to customer and supplier inquiries about order status, changes, or cancellations.
- Monitor in-house inventory movement and complete inventory transfer forms for bookkeeping purposes.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Monitor contractor performance, recommending contract modifications when necessary.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Train and supervise subordinates and other staff.
- Review requisition orders to verify accuracy, terminology, and specifications.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- 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.
- 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.
- 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.
- 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.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Compare data with source documents, or re-enter data in verification format to detect errors.
- 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.
- 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.
- 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.
- Locate and correct data entry errors, or report them to supervisors.
- Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
- 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.
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
- Compare information or figures on one record against same data on other records, or with original copy, to detect errors.
- Mark copy to indicate and correct errors in type, arrangement, grammar, punctuation, or spelling, using standard printers' marks.
- Read corrected copies or proofs to ensure that all corrections have been made.
- Correct or record omissions, errors, or inconsistencies found.
- Route proofs with marked corrections to authors, editors, typists, or typesetters for correction or reprinting.
- Consult reference books or secure aid of readers to check references with rules of grammar and composition.
- Consult with authors and editors regarding manuscript changes and suggestions.
- Archive documents, conduct research, and read copy, using the internet and various computer programs.
- Write original content, such as headlines, cutlines, captions, and cover copy.
- Typeset and measure dimensions, spacing, and positioning of page elements, such as copy and illustrations, to verify conformance to specifications, using printer's ruler or layout software.
- Read proof sheets aloud, calling out punctuation marks and spelling unusual words and proper names.
- Compare information or figures on one record against same data on other records, or with original copy, to detect errors.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Refer unresolved customer grievances to designated departments for further investigation.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Review insurance policy terms to determine whether a particular loss is covered by insurance.
- Review claims adjustments with dealers, examining parts claimed to be defective, and approving or disapproving dealers' claims.
- Solicit sales of new or additional services or products.
- Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
- Order tests that could determine the causes of product malfunctions.
- Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Verify accuracy of reports, such as authorization forms, transaction reconciliations, or exchange summary reports.
- 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.
- 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.
- Establish new computer accounts.
- Sell gambling chips, tokens, or tickets to patrons or to other workers for resale to patrons.
- Verify accuracy of reports, such as authorization forms, transaction reconciliations, or exchange summary reports.
- Complete general financial activities, such as processing accounts payable, reviewing invoices, collecting cash payments, or issuing receipts.
- Scan or read incoming materials to determine how and where they should be classified or filed.
- Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
- 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.
- 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.
- Complete general financial activities, such as processing accounts payable, reviewing invoices, collecting cash payments, or issuing receipts.
- 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.
- 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.
- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- Verify customers' credit, and establish how the customer will pay for the accommodation.
- Greet, register, and assign rooms to guests of hotels or motels.
- Contact housekeeping or maintenance staff when guests report problems.
- Issue room keys and escort instructions to bellhops.
- Make and confirm reservations.
- Keep records of room availability and guests' accounts, manually or using computers.
- Post charges, such as those for rooms, food, liquor, or telephone calls, to ledgers, manually or by using computers.
- Review accounts and charges with guests during the check out process.
- Record guest comments or complaints, referring customers to managers as necessary.
- Compute bills, collect payments, and make change for guests.
- Transmit and receive messages, using telephones or telephone switchboards.
- Answer inquiries pertaining to hotel services, guest registration, and travel directions, or make recommendations regarding shopping, dining, or entertainment.
- Advise housekeeping staff when rooms have been vacated and are ready for cleaning.
- Perform bookkeeping activities, such as balancing accounts and conducting nightly audits.
- Clean and maintain lobby and common areas, such as restocking supplies and watering plants.
- Prepare for basic food service, such as setting up continental breakfast or coffee and tea supplies.
- Date-stamp, sort, and rack incoming mail and messages.
- Arrange tours, taxis, or restaurant reservations for customers.
- Deposit guests' valuables in hotel safes or safe-deposit boxes.
- Plan, schedule or supervise the work of other employees.
- Verify customers' credit, and establish how the customer will pay for the accommodation.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- 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.
- Electronically sort and compile text and numerical data, retrieving, updating, and merging documents as required.
- Search for specific sets of stored, typed characters to make changes.
- Collate pages of reports and other documents.
- Reformat documents, moving paragraphs or columns.
- Adjust settings for format, page layout, line spacing, and other style requirements.
- Use data entry devices, such as optical scanners, to input data into computers for revision or editing.
- Operate and resupply printers and computers, changing print wheels or fluid cartridges, adding paper, and loading blank tapes, cards, or disks into equipment.
- Manage schedules and set dates, times, and locations for meetings and appointments.
- Work with technical material, preparing statistical reports, planning and typing statistical tables, and combining and rearranging material from different sources.
- Transcribe stenotyped notes of court proceedings.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- 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.
- Enter shipping information into a computer by hand or by a hand-held scanner that reads bar codes on goods.
- 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.
- Negotiate and arrange transport of goods with shipping or freight companies.
- Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired licenses.
- Perform administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Verify the authenticity of documents, such as foreign identification or immigration documents.
- Record and edit the minutes of meetings and distribute to appropriate officials or staff members.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Issue public notification of all official activities or meetings.
- Record and maintain all vital and fiscal records and accounts.
- Record case dispositions, court orders, or arrangements made for payment of court fees.
- Answer questions or provide advice to the public regarding licensing policies, procedures, or regulations.
- Prepare meeting agendas or packets of related information.
- Examine legal documents submitted to courts for adherence to laws or court procedures.
- 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.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- Issue various permits and licenses, such as marriage, fishing, hunting, and dog licenses, and collect appropriate fees.
- Plan or direct the maintenance, filing, safekeeping, or computerization of all municipal documents.
- Prepare dockets or calendars of cases to be called.
- Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired licenses.
- Negotiate shipping rates with freight carriers.
- Calculate weight, volume, or cost of goods to be moved.
- Inform clients of factors such as shipping options, timelines, transfers, or regulations affecting shipments.
- Prepare shipping documentation, such as bills of lading, packing lists, dock receipts, or certificates of origin.
- Provide shipment status notification to exporters, consignees, or insurers.
- Verify proper packaging and labeling of exported goods.
- Prepare invoices or cost quotations for freight transportation.
- Select shipment routes, based on nature of goods shipped, transit times, or security needs.
- Keep records of goods dispatched or received.
- Consolidate loads with a common destination to reduce costs to individual shippers.
- Monitor or record locations of goods in transit.
- Reserve necessary space on ships, aircraft, trains, or trucks.
- Arrange delivery or storage of goods at destinations.
- Verify adherence of documentation to customs, insurance, or regulatory requirements.
- Determine efficient and cost-effective methods of moving goods from one location to another.
- Pay or arrange for payment of freight or insurance fees or other charges.
- Make arrangements with customs brokers to facilitate the passage of goods through customs.
- Recommend or arrange appropriate merchandise packing methods, according to climate, terrain, weight, nature of goods, or costs.
- Maintain current knowledge of relevant legislation, political situations, or other factors that could affect freight shipping.
- Provide detailed port information to importers or exporters.
- Arrange for special transport of sensitive cargoes, such as livestock, food, or medical supplies.
- Obtain or arrange cargo insurance.
- Complete customs paperwork.
- Arrange for applicable duties, taxes, or paperwork for customs clearance.
- Refer exporters to experts in areas such as trade financing, international marketing, government export requirements, international banking, or marine insurance.
- Assist clients in obtaining insurance reimbursements.
- Analyze shipping routes to determine how to minimize environmental impact.
- Arrange for transport, using a variety of modes, such as rail, short sea shipping, air, or roadways, to minimize carbon emissions or other environmental impacts.
- Consider environmental sustainability factors when determining merchandise packing methods.
- Recommend shipping solutions to minimize cost or environmental impacts.
- Review the environmental records of freight carriers to inform shipping decisions.
- Negotiate shipping rates with freight carriers.
