- Inspect returned books for condition and due-date status and compute any applicable fines.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 4 | 4 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
| 2 | 3 | 1-2 | 43-5111.00 | Weighers, Measurers, Checkers, and Samplers, Recordkeeping |
| 2 | 2 | 1-2 | 43-4151.00 | Order Clerks |
| 2 | 2 | 1-2 | 43-3071.00 | Tellers |
| 1 | 1 | 3 | 43-4011.00 | Brokerage Clerks |
| 1 | 1 | 1-2 | 53-7063.00 | Machine Feeders and Offbearers |
| 1 | 1 | 4 | 13-2022.00 | Appraisers of Personal and Business Property |
| 1 | 1 | 3 | 43-4061.00 | Eligibility Interviewers, Government Programs |
| 1 | 1 | 1-2 | 43-5061.00 | Production, Planning, and Expediting Clerks |
| 1 | 1 | 3 | 43-4131.00 | Loan Interviewers and Clerks |
| 1 | 1 | 1-2 | 43-9022.00 | Word Processors and Typists |
| 1 | 1 | 1-2 | 51-9197.00 | Tire Builders |
| 1 | 1 | 3 | 43-3051.00 | Payroll and Timekeeping Clerks |
| 1 | 1 | 4 | 11-3031.01 | Treasurers and Controllers Bright Outlook
|
| 1 | 1 | 1-2 | 43-5011.00 | Cargo and Freight Agents Bright Outlook
|
| 1 | 1 | 1-2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
| 1 | 1 | 1-2 | 43-9051.00 | Mail Clerks and Mail Machine Operators, Except Postal Service |
| 1 | 1 | 3 | 43-3021.00 | Billing and Posting Clerks |
| 1 | 1 | 3 | 43-1011.00 | First-Line Supervisors of Office and Administrative Support Workers Bright Outlook
|
| 1 | 1 | 1-2 | 53-7065.00 | Stockers and Order Fillers Bright Outlook
|
| 1 | 1 | 1-2 | 51-9061.00 | Inspectors, Testers, Sorters, Samplers, and Weighers |
- 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.
- 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.
- 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.
- Code documents according to company procedures.
- 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.
- 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.
- 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 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.
- 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.
- Examine products or materials, parts, subassemblies, and packaging for damage, defects, or shortages, using specification sheets, gauges, and standards charts.
- Inspect products and examination records to determine the number of defects per worker and the reasons for examiners' rejections.
- Count or estimate quantities of materials, parts, or products received or shipped.
- Document quantity, quality, type, weight, test result data, and value of materials or products to maintain shipping, receiving, and production records and files.
- Weigh or measure materials, equipment, or products to maintain relevant records, using volume meters, scales, rules, or calipers.
- Collect or prepare measurement, weight, or identification labels and attach them to products.
- Signal or instruct other workers to weigh, move, or check products.
- Collect product samples and prepare them for laboratory analysis or testing.
- Maintain, monitor, and clean work areas, such as recycling collection sites, drop boxes, counters and windows, and areas around scale houses.
- Compare product labels, tags, or tickets, shipping manifests, purchase orders, and bills of lading to verify accuracy of shipment contents, quality specifications, or weights.
- Remove from stock products or loads not meeting quality standards, and notify supervisors or appropriate departments of discrepancies or shortages.
- Store samples of finished products in labeled cartons and record their location.
- Communicate with customers and vendors to exchange information regarding products, materials, and services.
- Fill orders for products and samples, following order tickets, and forward or mail items.
- Operate scalehouse computers to obtain weight information about incoming shipments such as those from waste haulers.
- Sort products or materials into predetermined sequences or groupings for display, packing, shipping, or storage.
- Transport materials, products, or samples to processing, shipping, or storage areas, manually or using conveyors, pumps, or hand trucks.
- Unload or unpack incoming shipments.
- Examine products or materials, parts, subassemblies, and packaging for damage, defects, or shortages, using specification sheets, gauges, and standards charts.
- Inspect products and examination records to determine the number of defects per worker and the reasons for examiners' rejections.
- Count or estimate quantities of materials, parts, or products received or shipped.
- Inspect outgoing work for compliance with customers' specifications.
- 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.
- 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.
- Inspect outgoing work for compliance with customers' specifications.
- Calculate and compile order-related statistics, and prepare reports for management.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- 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.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
- Resolve problems or discrepancies concerning customers' accounts.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Answer telephones and assist customers with their questions.
- Identify transaction mistakes when debits and credits do not balance.
- Carry out special services for customers, such as ordering bank cards and checks.
- Sort and file deposit slips and checks.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Order a supply of cash to meet daily needs.
- Arrange monies received in cash boxes and coin dispensers according to denomination.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
- Count, verify, and post armored car deposits.
- 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.
- 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.
- Compute financial fees, interest, and service charges.
- 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.
- Inspect materials and products for defects, and to ensure conformance to specifications.
- Record production and operational data, such as amount of materials processed.
- Push dual control buttons and move controls to start, stop, or adjust machinery and equipment.
- Weigh or measure materials or products to ensure conformance to specifications.
- Identify and mark materials, products, and samples, following instructions.
- Clean and maintain machinery, equipment, and work areas to ensure proper functioning and safe working conditions.
- Load materials and products into machines and equipment, or onto conveyors, using hand tools and moving devices.
- Transfer materials and products to and from machinery and equipment, using industrial trucks or hand trucks.
- Fasten, package, or stack materials and products, using hand tools and fastening equipment.
- Remove materials and products from machines and equipment, and place them in boxes, trucks or conveyors, using hand tools and moving devices.
- Shovel or scoop materials into containers, machines, or equipment for processing, storage, or transport.
- Open and close gates of belt and pneumatic conveyors on machines that are fed directly from preceding machines.
- Add chemicals, solutions, or ingredients to machines or equipment as required by the manufacturing process.
- Inspect materials and products for defects, and to ensure conformance to specifications.
- Inspect personal or business property.
- Write descriptions of the property being appraised.
- Determine the appropriate type of valuation to make, such as fair market, replacement, or liquidation, based on the needs of the property owner.
- Document physical characteristics of property such as measurements, quality, and design.
- Calculate the value of property based on comparisons to recent sales, estimated cost to reproduce, and anticipated property income streams.
- Locate and record data on sales of comparable property using specialized software, internet searches, or personal records.
- Write and submit appraisal reports for property, such as jewelry, art, antiques, collectibles, and equipment.
- Create and maintain a database of completed appraisals.
- Take photographs of property.
- Verify that property matches legal descriptions or certifications.
- Update appraisals when property has been improved, damaged, or has otherwise changed.
- Testify in court as to the value of a piece of tangible property.
- Forecast the value of property.
- Recommend loan amounts based on the value of property being used as collateral.
- Inspect personal or business property.
- 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.
- Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications.
- Distribute production schedules or work orders to departments.
- Revise production schedules when required due to design changes, labor or material shortages, backlogs, or other interruptions, collaborating with management, marketing, sales, production, or engineering.
- Review documents, such as production schedules, work orders, or staffing tables, to determine personnel or materials requirements or material priorities.
- Arrange for delivery, assembly, or distribution of supplies or parts to expedite flow of materials and meet production schedules.
- Confer with establishment personnel, vendors, or customers to coordinate production or shipping activities and to resolve complaints or eliminate delays.
- Requisition and maintain inventories of materials or supplies necessary to meet production demands.
- Confer with department supervisors or other personnel to assess progress and discuss needed changes.
- Plan production commitments or timetables for business units, specific programs, or jobs, using sales forecasts.
- Compile information, such as production rates and progress, materials inventories, materials used, or customer information, so that status reports can be completed.
- Compile and prepare documentation related to production sequences, transportation, personnel schedules, or purchase, maintenance, or repair orders.
- Calculate figures, such as required amounts of labor or materials, manufacturing costs, or wages, using pricing schedules, adding machines, calculators, or computers.
- Contact suppliers to verify shipment details.
- Record production data, including volume produced, consumption of raw materials, or quality control measures.
- Establish and prepare product construction directions and locations and information on required tools, materials, equipment, numbers of workers needed, and cost projections.
- Maintain files, such as maintenance records, bills of lading, or cost reports.
- Provide documentation and information to account for delays, difficulties, or changes to cost estimates.
- Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications.
- 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.
- 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.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- Inspect worn tires for faults, cracks, cuts, and nail holes, and to determine if tires are suitable for retreading.
- Build semi-raw rubber treads onto buffed tire casings to prepare tires for vulcanization in recapping or retreading processes.
- Trim excess rubber and imperfections during retreading processes.
- Fill cuts and holes in tires, using hot rubber.
- Place tires into molds for new tread.
- Fit inner tubes and final layers of rubber onto tires.
- Buff tires according to specifications for width and undertread depth.
- Brush or spray solvents onto plies to ensure adhesion, and repeat process as specified, alternating direction of each ply to strengthen tires.
- Start rollers that bond tread and plies as drums revolve.
- Align treads with guides, start drums to wind treads onto plies, and slice ends.
- Measure tires to determine mold size requirements.
- Roll hand rollers over rebuilt casings, exerting pressure to ensure adhesion between camelbacks and casings.
- Position ply stitcher rollers and drums according to width of stock, using hand tools and gauges.
- Cut plies at splice points, and press ends together to form continuous bands.
- Depress pedals to rotate drums, and wind specified numbers of plies around drums to form tire bodies.
- Clean and paint completed tires.
- Rub cement sticks on drum edges to provide adhesive surfaces for plies.
- Depress pedals to collapse drums after processing is complete.
- Wind chafers and breakers onto plies.
- Pull plies from supply racks, and align plies with edges of drums.
- Inspect worn tires for faults, cracks, cuts, and nail holes, and to determine if tires are suitable for retreading.
- Compute wages and deductions, and enter data into computers.
- Verify attendance, hours worked, and pay adjustments, and post information onto designated records.
- Process and issue employee paychecks and statements of earnings and deductions.
- Process paperwork for new employees and enter employee information into the payroll system.
- Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
- Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies.
- Distribute and collect timecards each pay period.
- Record employee information, such as exemptions, transfers, and resignations, to maintain and update payroll records.
- Issue and record adjustments to pay related to previous errors or retroactive increases.
- Keep track of leave time, such as vacation, personal, and sick leave, for employees.
- Compile employee time, production, and payroll data from time sheets and other records.
- Keep informed about changes in tax and deduction laws that apply to the payroll process.
- Complete time sheets showing employees' arrival and departure times.
- Provide information to employees and managers on payroll matters, tax issues, benefit plans, and collective agreement provisions.
- Conduct verifications of employment.
- Prepare and file payroll tax returns.
- Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
- Balance cash and payroll accounts.
- Complete, verify, and process forms and documentation for administration of benefits, such as pension plans, and unemployment and medical insurance.
- Train employees on organizations' timekeeping systems.
- Coordinate special programs, such as United Way campaigns, that involve payroll deductions.
- Compute wages and deductions, and enter data into 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.
- Inspect and count items received and check them against invoices or other documents, recording shortages and rejecting damaged 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.
- 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.
- 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.
- Inspect and count items received and check them against invoices or other documents, recording shortages and rejecting damaged goods.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Calculate amount of claim.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Process and record new insurance policies and claims.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Pay small claims.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Collect initial premiums and issue receipts.
- 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.
- 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.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Inspect mail machine output for defects and determine how to eliminate causes of any defects.
- Wrap packages or bundles by hand, or by using tying machines.
- Verify that items are addressed correctly, marked with the proper postage, and in suitable condition for processing.
- Remove containers of sorted mail or parcels and transfer them to designated areas according to established procedures.
- Sort and route incoming mail, and collect outgoing mail, using carts as necessary.
- Affix postage to packages or letters by hand, or stamp materials, using postage meters.
- Determine manner in which mail is to be sent, and prepare it for delivery to mailing facilities.
- Accept and check containers of mail or parcels from large volume mailers, couriers, and contractors.
- Seal or open envelopes, by hand or by using machines.
- Weigh packages or letters to determine postage needed, using weighing scales and rate charts.
- Remove from machines printed materials, such as labeled articles, postmarked envelopes or tape, and folded sheets.
- Release packages or letters to customers upon presentation of written notices or other identification.
- Operate computer-controlled keyboards or voice recognition equipment to direct items according to established routing schemes.
- Answer inquiries regarding shipping or mailing policies.
- Lift and unload containers of mail or parcels onto equipment for transportation to sortation stations.
- Contact delivery or courier services to arrange delivery of letters and parcels.
- Place incoming or outgoing letters or packages into sacks or bins based on destination or type, and place identifying tags on sacks or bins.
- Clear jams in sortation equipment.
- Mail merchandise samples or promotional literature in response to requests.
- Adjust guides, rollers, loose card inserters, weighing machines, and tying arms, using rules and hand tools.
- Read production orders to determine types and sizes of items scheduled for printing and mailing.
- Sell mail products, and accept payment for products and mailing charges.
- Start machines that automatically feed plates, stencils, or tapes through mechanisms, and observe machine operations to detect any malfunctions.
- Stamp dates and times of receipt of incoming mail.
- Add ink, fill paste reservoirs, and change machine ribbons when necessary.
- Fold letters or circulars and insert them in envelopes.
- Inspect mail machine output for defects and determine how to eliminate causes of any defects.
- 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.
- 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.
- 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.
- 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.
- Examine and inspect stock items for wear or defects, reporting any damage to supervisors.
- Complete order receipts.
- Answer customers' questions about merchandise and advise customers on merchandise selection.
- Issue or distribute materials, products, parts, and supplies to customers or coworkers, based on information from incoming requisitions.
- Keep records of out-going orders.
- Stock shelves, racks, cases, bins, and tables with new or transferred merchandise.
- Operate equipment such as forklifts.
- Stamp, attach, or change price tags on merchandise, referring to price list.
- Obtain merchandise from bins or shelves.
- Receive and count stock items, and record data manually or on computer.
- Read orders to ascertain catalog numbers, sizes, colors, and quantities of merchandise.
- Receive, unload, open, unpack, or issue sales floor merchandise.
- Pack customer purchases in bags or cartons.
- Store items in an orderly and accessible manner in warehouses, tool rooms, supply rooms, or other areas.
- Mark stock items, using identification tags, stamps, electric marking tools, or other labeling equipment.
- Pack and unpack items to be stocked on shelves in stockrooms, warehouses, or storage yards.
- Take inventory or examine merchandise to identify items to be reordered or replenished.
- Clean display cases, shelves, and aisles.
- Keep records on the use or damage of stock or stock-handling equipment.
- Clean and maintain supplies, tools, equipment, and storage areas to ensure compliance with safety regulations.
- Determine proper storage methods, identification, and stock location, based on turnover, environmental factors, and physical capabilities of facilities.
- Dispose of damaged or defective items, or return them to vendors.
- Recommend disposal of excess, defective, or obsolete stock.
- Design and set up advertising signs and displays of merchandise on shelves, counters, or tables to attract customers and promote sales.
- Provide assistance or direction to other stockroom, warehouse, or storage yard workers.
- Compute prices of items or groups of items.
- Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
- Requisition merchandise from supplier, based on available space, merchandise on hand, customer demand, or advertised specials.
- Compare merchandise invoices to items actually received to ensure that shipments are correct.
- Transport packages to customers' vehicles.
- Examine and inspect stock items for wear or defects, reporting any damage to supervisors.
- Compute defect percentages or averages, using formulas and calculators.
- Discard or reject products, materials, or equipment not meeting specifications.
- Mark items with details, such as grade or acceptance-rejection status.
- Measure dimensions of products to verify conformance to specifications, using measuring instruments, such as rulers, calipers, gauges, or micrometers.
- Notify supervisors or other personnel of production problems.
- Inspect, test, or measure materials, products, installations, or work for conformance to specifications.
- Write test or inspection reports describing results, recommendations, or needed repairs.
- Recommend necessary corrective actions, based on inspection results.
- Read dials or meters to verify that equipment is functioning at specified levels.
- Make minor adjustments to equipment, such as turning setscrews to calibrate instruments to required tolerances.
- Read blueprints, data, manuals, or other materials to determine specifications, inspection and testing procedures, adjustment methods, certification processes, formulas, or measuring instruments required.
- Monitor production operations or equipment to ensure conformance to specifications, making necessary process or assembly adjustments.
- Record inspection or test data, such as weights, temperatures, grades, or moisture content, and quantities inspected or graded.
- Position products, components, or parts for testing.
- Remove defects, such as chips, burrs, or lap corroded or pitted surfaces.
- Collect or select samples for testing or for use as models.
- Stack or arrange tested products for further processing, shipping, or packaging.
- Check arriving materials to ensure that they match purchase orders, submitting discrepancy reports as necessary.
- Inspect or test raw materials, parts, or products to determine compliance with environmental standards.
- Analyze test data, making computations as necessary, to determine test results.
- Compare colors, shapes, textures, or grades of products or materials with color charts, templates, or samples to verify conformance to standards.
- Clean, maintain, calibrate, or repair measuring instruments or test equipment, such as dial indicators, fixed gauges, or height gauges.
- Fabricate, install, position, or connect components, parts, finished products, or instruments for testing or operational purposes.
- Administer tests to assess whether engineers or operators are qualified to use equipment.
- Monitor machines that automatically measure, sort, or inspect products.
- Interpret legal requirements, provide safety information, or recommend compliance procedures to contractors, craft workers, engineers, or property owners.
- Adjust, clean, or repair products or processing equipment to correct defects found during inspections.
- Compute usable amounts of items in shipments.
- Grade, classify, or sort products according to sizes, weights, colors, or other specifications.
- Disassemble defective parts or components, such as inaccurate or worn gauges or measuring instruments.
- Weigh materials, products, containers, or samples to verify packaging weights or ingredient quantities.
- Compute defect percentages or averages, using formulas and calculators.
