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Actuaries
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Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits. May ascertain premium rates required and cash reserves necessary to ensure payment of future benefits.
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Bill & Account Collectors
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Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account; preparing statements to credit department if customer fails to respond; initiating repossession proceedings or service disconnection; keeping records of collection...
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Bookkeeping, Accounting, & Auditing Clerks
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Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded ...
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Brokerage Clerks
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Perform clerical duties involving the purchase or sale of securities. Duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and ...
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Claims Adjusters, Appraisers, Examiners, & Investigators
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Claims Adjusters, Examiners, & Investigators
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Review settled claims to determine that payments and settlements have been made in accordance with company practices and procedures, ensuring that proper methods have been followed. Report overpayments, underpayments, and other irregularities. Confer with legal counsel on claims requiring litigation.
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Claims Examiners, Property & Casualty Insurance
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Review settled insurance claims to determine that payments and settlements have been made in accordance with company practices and procedures. Report overpayments, underpayments, and other irregularities. Confer with legal counsel on claims requiring litigation.
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Credit Analysts
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Analyze current credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with this credit information for use in decision-making.
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Credit Authorizers
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Authorize credit charges against customers' accounts.
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Credit Authorizers, Checkers, & Clerks
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Authorize credit charges against customers' accounts. Investigate history and credit standing of individuals or business establishments applying for credit. May interview applicants to obtain personal and financial data; determine credit worthiness; process applications; and notify customers of acceptance or rejection of credit.
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Credit Checkers
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Investigate history and credit standing of individuals or business establishments applying for credit. Telephone or write to credit departments of business and service establishments to obtain information about applicant's credit standing.
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Economists
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Conduct research, prepare reports, or formulate plans to aid in solution of economic problems arising from production and distribution of goods and services. May collect and process economic and statistical data using econometric and sampling techniques.
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Financial Analysts
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Conduct quantitative analyses of information affecting investment programs of public or private institutions.
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Financial Examiners
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Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify correctness of, or establish authenticity of records.
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Financial Managers
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Plan, direct, and coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
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Financial Managers, Branch or Department
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Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
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Insurance Adjusters, Examiners, & Investigators
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Investigate, analyze, and determine the extent of insurance company's liability concerning personal, casualty, or property loss or damages, and attempt to effect settlement with claimants. Correspond with or interview medical specialists, agents, witnesses, or claimants to compile information. Calculate benefit payments and approve payment of cl...
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Insurance Appraisers, Auto Damage
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Appraise automobile or other vehicle damage to determine cost of repair for insurance claim settlement and seek agreement with automotive repair shop on cost of repair. Prepare insurance forms to indicate repair cost or cost estimates and recommendations.
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Insurance Claims & Policy Processing Clerks
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Obtain information from insured or designated persons for purpose of settling claim with insurance carrier.
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Insurance Claims & Policy Processing Clerks
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Process new insurance policies, modifications to existing policies, and claims forms. Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and company records. Update existing policies and company records to reflect changes requested by policyholders and...
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Insurance Policy Processing Clerks
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Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance polic...
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Insurance Sales Agents
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Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as independent broker, or be employed by an insurance company.
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Insurance Underwriters
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Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.
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Loan Counselors
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Provide guidance to prospective loan applicants who have problems qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions.
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Loan Counselors & Officers
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Loan Interviewers & Clerks
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Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.
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Loan Officers
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Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and methods of payments. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.
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Market & Survey Researchers
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Market Research Analysts
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Research market conditions in local, regional, or national areas to determine potential sales of a product or service. May gather information on competitors, prices, sales, and methods of marketing and distribution. May use survey results to create a marketing campaign based on regional preferences and buying habits.
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New Accounts Clerks
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Interview persons desiring to open bank accounts. Explain banking services available to prospective customers and assist them in preparing application form.
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Payroll & Timekeeping Clerks
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Compile and post employee time and payroll data. May compute employees' time worked, production, and commission. May compute and post wages and deductions. May prepare paychecks.
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Personal Financial Advisors
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Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
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Procurement Clerks
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Compile information and records to draw up purchase orders for procurement of materials and services.
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Sales Agents, Financial Services
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Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
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Sales Agents, Securities & Commodities
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Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
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Securities, Commodities, & Financial Services Sales Agents
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Buy and sell securities in investment and trading firms, or call upon businesses and individuals to sell financial services. Provide financial services, such as loan, tax, and securities counseling. May advise securities customers about such things as stocks, bonds, and market conditions.
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Survey Researchers
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Design or conduct surveys. May supervise interviewers who conduct the survey in person or over the telephone. May present survey results to client.
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Tax Examiners, Collectors, & Revenue Agents
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Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.
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Tellers
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Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
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Title Examiners, Abstractors, & Searchers
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Search real estate records, examine titles, or summarize pertinent legal or insurance details for a variety of purposes. May compile lists of mortgages, contracts, and other instruments pertaining to titles by searching public and private records for law firms, real estate agencies, or title insurance companies.
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Treasurers, Controllers, & Chief Financial Officers
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Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
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