Retrieving Job Descriptions.
Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.
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 by other workers.
Manage accounting functions and the preparation of reports and statistics detailing financial results. May specialize in one or more functional accounting areas such as Accounts Receivable, Accounts Payable, Payroll, Budget, etc. Supervise professional and/or clerical Accounting employees.
Compute, classify, and record numerical data related to Accounts Payable 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 by other workers.
Compute, classify, and record numerical data related to Accounts Receivable 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 by other workers.
Direct all Accounts Payable/Receivable functions and processes. Manage collection activities while ensuring timely payments of vendor invoices and expense vouchers. Maintain accurate records and control reports. Oversee a staff of Administrators/Clerks.
Support Controller in directing budget and cost controls, financial analysis, and accounting procedures. Manage financial statement preparation. Organize and plan auditing schedules. Develop policy and procedure manuals for accounting department. May file tax returns.
Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.
Compile data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or calculator, and adding and bookkeeping machines.
Oversee billing functions and processes to ensure invoicing is completed in a timely and accurate manager. Provide work direction and review for billing clerks. Manage the processing and calculation of billing costs consistent with company policy and procedure. Prepare reports of billing activity for management.
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; and keeping records of collection and status of accounts.
Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Prepare cost accounting records such as subcontracting, field service, sales costs, and research and development costs. Compute project costs, compare actual costs to estimates and analyzes variances.
Conduct quantitative analyses of information affecting investment programs of public or private institutions.
Compute, classify, and record numerical data to keep financial records complete. Provide monthly financial statements to management. 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 by other workers.
Resolve and respond to account-related client inquiries. Handle client service questions working with highly sensitive material. Identify and take advantage of cross-selling opportunities and communication leads, answer and direct phone calls and maintain calendar as required.
Compile and record employee time and payroll data. May compute employees’ time worked, production, and commission. May compute and post wages and deductions, or prepare paychecks.
Coordinate the payroll activities of one or multiple departments. Compile and record employee time and payroll data. May compute employees’ time worked, production, and commission. May compute and post wages and deductions, or prepare paychecks.
Manage the preparation, distribution, and reporting processes for payroll. Oversee the calculation of wages, overtime, and deductions to ensure compliance with federal and state laws. Ensure that payments and government reports are disbursed timely and accurately. Establish policies and procedures for the payroll function.
Compute and disburse wages and salaries, deductions, taxes and other withholdings. Post payroll data and prepare routine reports and/or payments to government agencies, insurance companies and others. Calculate and process special checks, reviews, edit and make corrections and adjustments as needed.
Prepare purchase orders and send copies to suppliers and to departments originating requests. Determine if inventory quantities are sufficient, ordering more materials when necessary. Respond to customer and supplier inquiries about order status, changes, or cancellations. Perform buying duties when necessary. Contact suppliers in order to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems. Track the status of requisitions, contracts, and orders. Calculate costs of orders, and charge or forward invoices to appropriate accounts.
Plan, direct, or coordinate the activities of buyers, purchasing officers, and related workers involved in purchasing materials, products, and services. Includes wholesale or retail trade merchandising managers and procurement managers.
Purchase machinery, equipment, tools, parts, supplies, or services necessary for the operation of an establishment. Purchase raw or semi-finished materials for manufacturing.
Direct or coordinate production, purchasing, warehousing, distribution, or financial forecasting services or activities to limit costs and improve accuracy, customer service, or safety. Examine existing procedures or opportunities for streamlining activities to meet product distribution needs. Direct the movement, storage, or processing of inventory.
Responsible for tax compliance, tax accounting, tax reporting. Additional responsibilities may include annual renewals of employer’s business licenses, annual corporate registrations, and monitoring compliance for miscellaneous government taxes.
Manage the retention and preparation of tax records, tax returns, and other required reports. Assess the impact of the organization’s tax liability. Oversee tax accounting staff. Recommend strategies to reduce the organization’s tax debt. Adhere to all federal, state, local, or international tax laws.
Perform routine clerical and administrative functions such as drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers.
Operate data entry device, such as keyboard or 10-key pad. Duties may include verifying data and preparing materials for printing.
Perform routine clerical and administrative functions for one or more key executives in an organization. Duties may include drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers.
Plan, direct, or coordinate one or more administrative services of an organization, such as records and information management, mail distribution, facilities planning and maintenance, custodial operations, and other office support services.
Manage maintenance activities relating to organization’s physical property. Direct provision of building maintenance, operation, or janitor functions. Arrange building lease agreements and renovation or new construction projects. Ensure work done adheres to zoning, hazardous waste, or traffic regulations.
File correspondence, cards, invoices, receipts, and other records in alphabetical or numerical order or according to the filing system used. Locate and remove material from file when requested.
Greet visitors, and arrange for transportation services, when needed. May operate a switchboard to route incoming calls and place outgoing calls. Answer inquiries and provide information to the general public, customers, visitors, and other interested parties regarding activities conducted at establishment and location of departments, offices, and employees within the organization.
Enhance product workflow by analyzing and developing logistics plans that affect production, distribution, and inventory. Create and review procedures for distribution and inventory management to maximize customer satisfaction and minimize cost.
Plan, direct, or coordinate purchasing, warehousing, distribution, forecasting, customer service, or planning services. Manage logistics personnel and logistics systems and direct daily operations.
Receives incoming mail; opens, sorts, and distributes. Delivers mail and internal correspondence within the organization. Collects outgoing mail or packages and uses scales and postage meters to weigh and affix postage. Usually an entry-level position requiring no previous experience.
Perform a range of basic office support activities for a unit/department, such as answering phones and directing calls, greeting and directing visitors, answering questions and performing routine clerical, data entry, and/or word processing work.
Perform duties too varied and diverse to be classified in any specific office clerical occupation, requiring knowledge of office systems and procedures. Clerical duties may be assigned in accordance with the office procedures of individual establishments and may include a combination of answering telephones, bookkeeping, typing or word processing, stenography, office machine operation, and filing.
Provide the primary office services and general clerical support for an office. Perform a full range of administrative, general clerical and typing activities.
Coordinate and direct administrative support functions for an office or department. Implement policies and procedures for production of documents, work flow, filing, ordering of supplies, records maintenance, and other clerical services. Organize office operations such as workspace assignment and layout.
Provide timely order acceptance based on corporate policies and procedures and maintain an accurate backlog. May include direct coordination with Sales Account team, reviewing and validating customer documentation, order entry, order acceptance, backlog management, and fulfillment.
Direct production operations and processes for a plant, division, or company. Plan and maintain production schedules. Measure progress by established standards of performance. Recognize and solve problems affecting production including schedules, staff, quality, and order of production line. May also manage facilities and equipment maintenance.
Plan, coordinate, and implement quality management and quality improvement programs. Monitor and provide assistance with quality assurance and compliance functions. Provide consultation and direction to ensure programs and services are implemented at the highest standards and customers receive the highest level of satisfaction. Ensure policies and procedures are monitored and updated to include regulatory changes.
Answer inquiries and provide information to the general public, customers, visitors, and other interested parties regarding activities conducted at establishment and location of departments, offices, and employees within the organization.
Assist sales team in conducting sales and follow up. Provide customer assistance in selecting and purchasing merchandise. Furnish information to customers about goods for sale. May also schedule delivery or installation. Suggest other merchandise to fit customer requirements.
Provide high-level administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. May also train and supervise lower-level clerical staff.
Operate data entry device, such as keyboard or 10-key pad. Duties may include verifying data and preparing materials for printing. May also train lower-level date entry specialists.
Analyze 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 credit information for use in decision-making.
Develop and administer credit and collection programs. Oversee investigation of credit risk in customers and suppliers and monitor the collection of amounts due to the organization. Design and implement processes to improve cash flow and reduce receivables. Manage a credit and collection staff and typically reports to top management.
Verify, compile, and review application information for loans. Ensure application data is complete and meets establishment standards. Contact or work with credit bureau and employer to verify accuracy of information. Record data on status of loans, including number of new applications and loans approved, canceled, or denied.
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; and keeping records of collection and status of accounts. May train less experienced collectors.
Respond to customer requests and questions regarding service, products and account information, analyzing and rectifying customer concerns using established procedures in English and one other language such as Spanish or French.
Process orders or requests for information from customers who call into a call center. Ensure that accurate information is entered into a terminal or computer. May use simple scripts for call flow or upselling purposes.
Supervise the performance of call center team members. Monitor, organize and coach team on a day-to-day basis. Handle escalated calls, complaints, and queries. Document general reports on each team member’s performance and targets.
Direct the entire operations of a call center. Oversee unit supervisors. Manage policies, procedures and operating structure and set standards and guidelines.
Oversee the activities of Customer Service Representatives or sales order processing staff. Develop customer service policies and procedures to ensure consistent customer service and satisfaction. Troubleshoot and resolve non-routine customer complaints. Resolve major problems with orders, delivery dates or service.
Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.
Make phone calls with the intention of selling a product, service or to schedule appointments. Must be able to follow scripts and respond to objections in a natural and persuasive manner.
Administer and direct benefits programs. Evaluate benefits programs and furnish information about costs and coverage of other available plans. Represent company to insurance brokers. Prepare required documents to implement benefits programs and keeps records.
Coordinate employee benefits enrollment and maintain group insurance records for medical, life, and other coverage for employees and their eligible dependents. Process enrollment forms and provide employees with assistance and information.
Develop or recommend benefits plans for the organization. Implement programs and procedures. May manage junior benefits staff. Negotiate plans and prices with benefits vendors. Oversee programs for conformance with government regulations.
Develop or provide technical resources, such as course management and videoconferencing systems, networking, and webcasting, for distance learning programs. Communicate to faculty, students, or other users availability of, or changes to, distance learning courses or materials, programs, services, or applications.
Compile and keep personnel records. Record data for each employee, such as address, weekly earnings, absences, amount of sales or production, supervisory reports, and date of and reason for termination. May prepare reports for employment records, file employment records, or search employee files and furnish information to authorized persons.
Provide support to the Human Resources department. Maintain files and records, process employment applications, gather and distribute employee information. Update personnel records and assist employees with forms and procedures.
Direct implementation of human resources policies, programs, and procedures. Advise management and employees on questions or problems relating to human resources. May be skilled in compensation, benefits, employment, affirmative action, training, and safety.
Manage Human Resources activities or administer policies according to executive level direction. May control compensation and benefits, employee relations, staffing, training, safety, labor relations, and employment records. Supervise Human Resources staff.
Find and attract employment candidates. Conduct pre-employment tests and reference checks. Provide training and guidance to hiring managers on policies, process, and regulatory issues.
Administer the risk management program. Possess working knowledge of insurance programs and claims management. Manage and analyze risk management data, and conduct risk management educational programs, complying with risk management related standards set by accrediting and regulatory agencies. Help in formulating policy and/or organizational changes with guidance from higher authority.
Provide worker training. Set up teaching materials prior to the class, engage the class, and issue completion certificates at the end of the class. Will be responsible for the entire learning process to ensure that the training course meets its objectives.
Performs accounts recordkeeping and other support duties of a confidential nature specific to processing workers' compensation claims and associated payments. Ensures that workers' compensation payments are made accurately and on a timely basis so as to avoid monetary late penalties. Assists adjustors in determining correct payments. May assist the public and other employees by answering questions and explaining the workers' compensation payment processes. Typically requires one year of work experience, preferably with an emphasis on performing accounting and support work in a related office environment. Experience with insurance or workers' compensation accounts payable is a plus.
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 claims within a certain monetary limit.
Act as an intermediary between clients and insurance companies. Use in-depth knowledge of risks and the insurance market to find and arrange suitable insurance policies. Gather information from clients, assessing their insurance needs and risk profile. Build and maintain ongoing relationships with clients. Research insurance companies’ policies and negotiate with underwriters to find the most suitable insurance for clients at the best price.
Obtain information from insured or designated persons for purpose of settling claim with insurance carrier.
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.
Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.
Perform trust-related servicing and account maintenance activities. Perform administrative duties including typing, filing and copying. Identify and resolve problems effectively and in a timely manner. Assist in performing administrative functions including account maintenance, ticklers, regulatory reporting and clearing exceptions.
Assist in the review and evaluation of information pertaining to a company’s financial situation, employee groups, and past claims to underwrite new policies, renewals and amendments of group contracts. Determine appropriate benefits and rates. Communicate with field offices to obtain other information needed to make underwriting decisions.
Perform data and object maintenance activities for multiple software applications. Plan, coordinate, maintain, and sample data accuracy. Perform systems security activities, including creating new user accounts, deleting expired accounts, and modifying user rights. Assist in the development, testing, and implementation of new applications.
Ensure the performance integrity and quality of databases. Manage the design and development of databases and related master files. Oversee contributions by Systems, Operations, and Technical Support to develop and improve databases and master files. Control system capacity for existing requirements and plan for future needs. May supervise or mentor Database Analysts.
Execute work according to standard engineering principles and practices. Provide design assistance for moderately complex engineering assignments including products, parts, components, or portions of major projects. May perform research to solve specific design problems.
Provide technical guidance to designers and less experienced engineers and is consulted extensively by associates and others with a high degree of reliance placed on scientific interpretations and advice. Simulate and test how a machine, structure, or system operates. Generate specifications for parts. Use computers to monitor product quality and control process efficiency as well as produce and analyze designs.
Provide helpdesk support for IT hardware, software, network, and operating system problems by answering calls from users and performing troubleshooting over the phone. Perform password resets. Test and install hardware/software. Identify threats to information security. Collect and process forms for remote access, new users, and application users.
Design, develop, test, and evaluate integrated systems for managing industrial production processes, including human work factors, quality control, inventory control, logistics and material flow, cost analysis, and production coordination.
Perform engineering duties in planning and designing tools, engines, machines, and other mechanically functioning equipment. Oversee installation, operation, maintenance, and repair of equipment such as centralized heat, gas, water, and steam systems.
Install, configure, and support an organization’s local area network (LAN), wide area network (WAN), and Internet systems or a segment of a network system. Monitor network to ensure network availability to all system users and may perform necessary maintenance to support network availability. May monitor and test Web site performance to ensure Web sites operate correctly and without interruption. May assist in network modeling, analysis, planning, and coordination between network and data communications hardware and software. May supervise computer user support specialists and computer network support specialists. May administer network security measures.
Analyze user specifications and requirements. Encode, test, debug, and document programs on moderately complex projects. May assist with large, complex projects.
Analyze and design program logic to determine the best method of accomplishing requirements for changes to existing programs, development of new programs, or to determine the cause of program malfunctions. Prepare detailed program technical specifications, design documents, and programming. Additional responsibilities may include the testing and debugging of developed programs, participating in systems unit tests, creating or updating procedural documentation, and implementing programs.
Create and produce software operating or applications systems. Provide analysis related to software design and development, and solves problems. Formulate operating system advancements and perform improvements. Evaluate impact of hardware on software performance, and recommend changes to hardware designers.
Analyze, evaluate and modifies existing or proposed systems and related devices. Coordinate with users to ensure timely and efficient manufacturer's software release installation. May design, encode, test and debug programs or user defined modifications.
Design, develop and implement efficient information systems and operations systems in support of network, telecommunications and core organizational functions. Apply proven communication, analytical and problem-solving skills to help identify, communicate and resolve systems issues to maximize the benefit of IT systems investments. Provide technical leadership across the organization, from strategic decision making to project planning and execution.
Manage staff, implementation teams, and workgroups to communicate and monitor system requirements and technical issues. Provide technical, financial and business expertise and guidance in the development, modification, and system integration of complex systems and subsystems used for daily production processing, reporting and financial accounting. Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving and further leveraging these systems. Identify and navigate potential issues in order to meet deadlines and schedules.
Design, create, and modify web sites. Analyze user needs to implement web site content, graphics, performance, and capacity. May integrate web sites with other computer applications. May convert written, graphic, audio, and video components to compatible web formats by using software designed to facilitate the creation of web and multimedia content.
Provide contract bids and negotiate contract changes. Review purchasing requirements and ensure all terms and conditions of the contract are met. Prepare invoices, sales orders and other documentation.
Assist with preparation of legal documents. Research background information related to legal issues, gather records and files, and put information together. Draft routine contracts or legal agreements. Retain files of prepared legal documents. May respond to interrogatories and coordinate requests between internal and external counsel.
Compile, manage, and execute attorney billing. May also perform a variety of other accounting and bookkeeping duties according to established policies and procedures. Maintain contact with attorneys, staff, vendors and clients and observes confidentiality of client and firm matters.
Greet and screen visitors and incoming calls and determine whether the callers need to speak to an attorney and which specific attorney they should be referred to for assistance. Take telephone messages for the staff and forward calls to staff members or to voice mail system if requested by staff and/or caller.
Perform secretarial duties using legal terminology, procedures, and documents. Prepare legal papers and correspondence, such as summonses, complaints, motions, and subpoenas. May also assist with legal research.
Assist lawyers by investigating facts, preparing legal documents, or researching legal precedent. Conduct research to support a legal proceeding, to formulate a defense, or to initiate legal action.
Plan, direct, or coordinate the operations of public or private sector organizations. Duties and responsibilities include formulating policies, managing daily operations, and planning the use of materials and human resources.
Provide leadership to on-site staff. Prepare accurate, timely, useful and relevant management reports to help meet goals, analyze results, and ensure compliance with corporate best practices. Will manage a team of people by effectively developing, mentoring, and assessing the performance of staff.
Manage the day-to-day planning, operation and problem solving so team meets its required level of service or production. Monitor schedule adherence, assign and direct work, appraise and motivate performance. Effectively communicate corporate and business expectations to all team members.
Coordinate and assist with the marketing activities of a product or business line which may include advertising, direct mailing, printing, customer events, and trade shows.
Write advertising and marketing copy for use by publication or broadcast media to promote sale of goods and services.
Design or create graphics to meet specific commercial or promotional needs, such as packaging, displays, or logos. May use a variety of mediums to achieve artistic or decorative effects.
Research market conditions in local, regional, or national areas, or gather information to determine potential sales of a product or service, or create a marketing campaign. May gather information on competitors, prices, sales, and methods of marketing and distribution.
Direct the organization’s general advertising, marketing and strategic planning. Execute and facilitate annual communication strategy. Oversee collection of customer data, and provide analysis and recommendations to corporate leaders.
Plan, direct, or coordinate the work for specific marketing projects. Develop schedules and assign resources to ensure that the project meets its targets and goals.
Create and execute project work plans and revise as appropriate to meet changing needs and requirements. Identify resources needed and assign individual responsibilities. Manage day-to-day operational aspects of a project and scope. Review deliverables prepared by team before passing to client. Ensure project documents are complete, current, and stored appropriately.
Develop resources, research funding sources, and write proposals to a variety of organizations. Prepare contract proposals and may administer major contracts. May also negotiate contractual provisions with potential partners.
Write technical materials, such as equipment manuals, appendices, or operating and maintenance instructions. May assist in layout work.
Compile, process, and maintain medical records of hospital and clinic patients in a manner consistent with medical, administrative, ethical, legal, and regulatory requirements of the health care system. Process, maintain, compile, and report patient information for health requirements and standards in a manner consistent with the healthcare industry’s numerical coding system.
Complete insurance verification/pre-certification process by entering pertinent information into billing systems. Communicate with all insurance companies pertaining to patient, confirming patient’s eligibility and benefits. Retain all information pertaining to the patient and insurance. Confirm authorization numbers noting number of days approved. Relay all information, fact sheet and booking sheet to billing representative.
Review patient bills for accuracy and completeness and obtain any missing information. Submit technical or professional medical claims to insurance companies including physician offices, hospitals, nursing homes, or other health care facility. Possess strong knowledge of insurance guidelines. Follow up on unpaid claims within standard billing cycle timeframe. Call insurance companies regarding any discrepancy in payments if necessary. Identify and bill secondary or tertiary insurances. Answer patient or insurance telephone inquiries pertaining to assigned accounts.
Process claims paperwork and first reports and contacts medical providers. Expedite correspondence, and effectively communicate with claimants using knowledge of medical terminology.
Plan, organize and direct a medical claims unit. Monitor billing activities, performance management, production standards and quality of results. Analyze data for bill presentation based on technical and compliance requirements and reviews claims for quality and compliance. Prepare, or supervise the preparation of, and analysis of pre-billing and pre-closing processes and bill presentation to ensure quality, accuracy, and compliance with governmental regulations.
Greet patients, schedule appointments, and process patient insurance verifications, referrals, pre-certifications. Possess knowledge of billing and electronic medical records, as well as excellent office and phone etiquette.
Transcribe medical reports recorded by physicians and other healthcare practitioners using various electronic devices, covering office visits, emergency room visits, diagnostic imaging studies, operations, chart reviews, and final summaries. Transcribe dictated reports and translate abbreviations into fully understandable form. Edit as necessary and return reports in either printed or electronic form for review and signature, or correction.
Collect and input patient information into a computer system and verify necessary physician referrals and insurance authorizations. Perform administrative functions including verifying insurance, executing admissions, and transfer and discharge procedures. Explain financial options to patients. Keep an accurate record of payments received.
Review loan files to ensure that all required documentation is in place. Confirm all fees, rates, points and loan information for accuracy. Ensure all necessary loan documents are ordered, printed, signed and returned. Review documents to ensure all dates and info are correct. Arrange delivery of documents to escrow. Follow up on status of documents from printing, confirming at escrow, sign up of borrower, and delivery to lender.
Hold in escrow, funds, legal papers, and other collateral posted by contracting parties to ensure fulfillment of contracts or trust agreements. Prepare escrow agreement. Execute terms of contract or trust agreement, such as holding money or legal papers, paying off mortgages, or paying sums to designated parties. File and deliver deeds and other legal papers. May assist buyer to secure financing.
Resolve routine title issues including review of any liens, judgments, mechanic liens, undisclosed lien’s reconveyance, coordinate closing activities, knowledge of compliance requirements, loan deficiencies and knowledge of automated decision systems.
Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods.
Obtain mortgage loans from referral sources including but not limited to bank branch customers, existing clients and realtors. Assess and evaluate customers' financial needs to build strong relationships with customers following-up on a regular basis. Determine and recommend financial product and service solutions for customers based on analysis of customer finances and customers’ needs and objectives. Identify opportunities to expand client relationships and leverage cross-selling and promotional opportunities. Coordinate all aspects of the mortgage application process.
Provide direct supervision to the Loan Processors. Back up loan processors as needed. Review all loan applications and input sheets to assure all are adequately and accurately completed by the loan originators with minimal loan policy and compliance violations. Provide necessary training to new and existing Loan Officers.
Underwrite mortgage loan applications and evaluate loans in order to maximize organizational profit and minimize risk or loss. Monitor property appraisal process. May train less experienced Underwriters.
Determine whether or not to approve mortgage loans based on information provided in loan applications. Verify income and employment information. Review credit history and calculate the value of borrower’s collateral and assets. Ensure that the property specifications and loan terms meet financial institution requirements and government regulations. Document the reasons for approval or denial of the loan and add the documentation to the loan file.
Promote and sell company products through direct customer contacts within assigned geographic territory. Schedule sales calls and submit reports of sales activities. Identify prospective customers and compile information on competitive products. This position is characterized by a sustained record of sales achievement and complete knowledge of the organization’s policies, products and/or services.
Service and develop existing accounts. Ensure services meet existing contracts and act as a primary point of contact for an account.
Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.
Provide customers with product or service information to assist them in determining appropriate merchandise to purchase. Recommend additional products or services to meet customer needs. May arrange special orders, delivery or installation. May conduct cashier transactions or restock merchandise if needed.
Market and sell products and/or services for an organization. Develop relationships with new and existing customers and provide information to maximize sales volume.
Perform clerical and administrative support duties for a sales office or department. Prepare and distribute various sales reports. Maintain files, schedules appointments and may make travel arrangements.
Originate phone calls to prospective customers and provide information about products and services. May respond to incoming calls from prospective customers. May review company or customer records to identify prospect lists.
Plan transportation and accommodations for corporate travelers Determine destination, modes of transportation, travel dates, costs, and accommodations required. May also describe, plan, and arrange itineraries. Assist in resolving travel problems.
Plan and sell transportation and accommodations for travel agency customers. Determine destination, modes of transportation, travel dates, costs, and accommodations required. May also describe, plan, and arrange itineraries and sell tour packages. May assist in resolving clients’ travel problems.
Perform manual labor along a production line. Operate and troubleshoot production line machinery and computers. May perform minor repairs as necessary.
Plan, direct, or coordinate the transportation operations within an organization or the activities of organizations that provide transportation services.
Perform activities to monitor and maintain inventory control of merchandise or materials. Evaluate inventory levels and notifies purchasing agent when reorders are necessary. May perform receiving, stocking, distributing, and packing in addition to inventory control. Maintain inventory records and prepares reports.
Perform receiving, stocking, distributing. Maintains inventory records and prepares reports.
Set up, test, and adjust manufacturing machinery or equipment, using any combination of electrical, electronic, mechanical, hydraulic, pneumatic, or computer technologies.
Manually move freight, stock, or other materials or perform other general labor.
Retrieve items from inventory and pack or package by hand a wide variety of products and materials.
Review, evaluate, and analyze work environments and design programs and procedures to control, eliminate, and prevent disease or injury caused by chemical, physical, and biological agents or ergonomic factors. May conduct inspections and enforce adherence to laws and regulations governing the health and safety of individuals.
Verify and maintain records on incoming and outgoing shipments. Prepare items for shipment. Duties include assembling, addressing, stamping, and shipping merchandise or material; receiving, unpacking, verifying and recording incoming merchandise or material; and arranging for the transportation of products.
Oversee the shipment or receipt of outgoing or incoming materials, parts, or products. Study shipping and receiving processes for effectiveness. Suggest improvements to distribution procedures, and act to improve timeliness or reduce costs. Document shipping or receiving information. Complete reports for management.
Perform warehouse work related to receipt, shipment, storage, distribution, or delivery of products, parts, and materials. Load, unload, move, or store items according to delivery or routing documents, or supervisor instructions. Operate a hand truck, forklift, or other heavy equipment.
Plan, direct, or coordinate the storage or distribution operations within an organization or the activities of organizations that are engaged in storing or distributing materials or products.
Establish, interpret and analyze complex accounting records of financial statements. These may include general accounting, costing or budget data. Examine, analyze and interpret accounting records for management.
Schedule appointments, give information to callers, and take dictation. Compose memos, transcribe notes, and research and create presentations.
Direct work involved in operating and maintaining heating, cooling, or ventilation equipment. Formulate and arranges plans to update systems or reduce operating costs. Analyze and solve technical maintenance problems. Assure security and fire alarm systems kept in good working order.
Plan, direct, or coordinate the training operations within an organization. Duties include developing training programs to ensure effective and focused employee development.
Working under a Broker, assist with arranging suitable insurance policies. Gather information from clients, assessing their insurance needs and risk profile. Build and maintain ongoing relationships with clients.
Perform the analysis of electronic data, data mining and the production of charts, graphs and other documents that track maintenance performance, including productivity measures, reliability measures, cost performance, and downtime analysis.
Install, support, and maintain a multi-user computer system, including a local-area network (LAN). Responsible for adding and configuring new workstations, setting up user accounts, and allocating mass storage space. In charge of troubleshooting, planning for and responding to service outages and other problems. Other duties may include scripting or light programming, project management for systems-related projects, supervising or training computer operators, and being the consultant for computer problems beyond the knowledge of technical support staff.
Develop and implement tests to ensure satisfactory quality assurance standards, processes, and controls. Develop methods for inspection, testing, sampling, and training. Evaluate production capabilities and recommend improvements. May assist in developing quality assurance policies and procedures.
Develop the verification methodology, selecting tools, test plans, and verification environment to ensure there are no issues with a given product prior to manufacture. Work with product designers to eliminate likely points of failure in early design.
Transcribe oral and written dictation and digital recordings. Audio types correspondence, forms, reports and other documents. Perform general admin tasks, respond to internal calls and manage calendars.
Manage a medical practice. Work with staff, patients, managers, physicians and external organization. Select, train, orient and supervise staff personnel. Evaluate employee performances, initiate and participate in disciplinary actions and terminations as appropriate.
Ensure that referral and booking management is carried out in agreement with company rules and regulations. Pre-screen patients and provide information to patients about physicians and procedures. Manage clinic slot availability, respond to voice-mails and messages, obtain insurance authorization for appointments and perform general office tasks such as answering phones, sending faxes and sending emails. Possess experience in booking appointments in the health care field.
Search real estate records, examine titles, or summarize pertinent legal or insurance documents or details. 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.
Responsible for the visual style and images in all aspects of advertising. This includes online, in print, and in other types of visual and recorded media. Plan advertising, oversee the creative process, and give guidance to the creative people that work under them. Approve all work created by their staff and often work directly with clients to present that work.
The highest-ranking executive in a company whose main responsibilities include developing and implementing high-level strategies, making major corporate decisions, managing the overall operations and resources of a company, and acting as the main point of communication between the board of directors and the corporate operations. The CEO will often have a position on the board, and in some cases is even the chair.
Oversee the financial activities of an entire organization. The CFO’s duties include financial planning and monitoring cash flow. Analyze the company’s financial strengths and weaknesses and suggest plans for improvement. The CFO is similar to a treasurer or controller in that they are responsible for overseeing the accounting and finance departments and for ensuring that the company’s financial reports are accurate and completed on time.
Provide the leadership, management, and vision necessary to ensure that the company has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow the organization and to ensure financial strength and operating efficiency. Responsible for managing the company’s day-today operations and reporting them to the Chief Executive Officer (CEO).
Operate telephone business systems equipment or switchboards to relay incoming, outgoing, and interoffice calls. May supply information to callers and record messages.
Provide leadership and coordination of company financial planning, debt financing, and budget management functions, and ensure company accounting procedures and reporting conform to generally accepted accounting principles. Oversee daily operations of the finance and accounting department. Manage the preparation of all financial reports, outlooks, and forecasts. Ensure compliance with local, state, and federal budgetary reporting requirements. Coordinate financial audits and provide recommendations for procedural improvements. Represent the company to government agencies, auditors, and the general public. Recruit, train, supervise, and evaluate department staff.
Design, develop, test, and supervise the manufacturing of electrical equipment, such as electric motors, radar and navigation systems, communications systems, or power generation equipment. Provide technical guidance to designers and less experienced engineers and is consulted extensively by associates and others with a high degree of reliance placed on scientific interpretations and advice.
Maintain information security throughout the organization. Ensure effective use of security measures and technical solutions to protect data. Develop and implement policies and practices for the protection of business information regardless of media or delivery mechanism. Ensure the company is compliant with regulatory requirements and security best practices as defined by industry experts and internal audit.
Utilize data to determine market and business trends for companies to increase profits and efficiency. Gather data from various defined sources, from mining a company’s computer data through software, looking at competitor data and industry trends to help develop a picture of where the company stands in the industry, where they can improve and where they can reduce costs.
Plan strategies and goals for optimization results, conducting keyword research, and produce marketing campaigns that maximize company’s online visibility in search engines. Understand best practices for optimizing websites to appear high in search results for target keywords. Understand best practices for bid and keyword management in search engine marketing. In charge of auditing content and content delivery, generating detailed reports, and keeping up to date with the latest trends and concepts in search engine marketing.
Support the Operations/Facilities department by managing multiple projects, concurrent design and construction/tenant improvement work, move management, furniture implementation, IT coordination, and initiatives for process improvement within the practices from inception through maintenance and completion. Knowledge of commercial real estate and project management required.
Manage content marketing strategy and plans, including coordinating with other teams. Generate and present content in appealing, intuitive ways for a variety of audiences. Write, direct production of content, and collect content for portals, websites, and internal use. Track metrics and indicators for data-driven decision-making and course alterations.
Serve as the creative lead at advertising and marketing companies or teams, working with designers, artists, copywriters, sales teams, and marketers. Plan advertising and marketing campaigns and strategies, oversee the creative process and give guidance to the creative people that work under them. Approve all work created by staff and often work directly with clients to present that work. Follow the latest trends in design, advertising, and marketing, help attract clients, and hire creative staff.
Establish and maintain an Enterprise Data Model that describes how data is processed, stored, and utilized. Manage the data structures required to support the enterprise through the BI program. Provide the means of system integration by understanding the source and target data and build the data mapping. Determine architectural approaches for data environments and help ensure that the data needs of the enterprise are being met. Responsible for developing and maintaining a formal description of the data and data structures - this can include data definitions and data models. Build strategy and design for managing data history.
Design, modify, develop, write, and implement software programming applications and components using Java. Create user information solutions by developing, implementing, and maintaining Java based components and interfaces. Complete applications development by coordinating requirements, schedules, and activities. Troubleshoot development and production problems across multiple environments and operating platforms.
Design, develop and implement Oracle EBS applications. Recommend improvements and upgrades for existing IT applications. Document system designs, business processes and development tasks. Generate and submit reports with various reporting tools. Conduct audits, training sessions, and suggested system modifications. Analyze and execute customer requirements for Oracle EBS programs. Support operation of system processes such as payroll and data interface reports. Review multiple data sources with BI reporting tools. Resolve Oracle-based issues and implement EBS functionalities and upgrades.
Support PeopleSoft applications. Review, analyze, and evaluate business systems and user needs to formulate solutions that address business strategies. Prepare solution options, identify risks, and perform required analyses. Document detailed description of user requirements, program functions, and steps required to develop or modify computer programs. Proficient in PeopleSoft Tools, including PeopleCode, Data Mover Scripts, and Application, as well as general software development methodologies, testing, design, and implementation.
Produce and coordinate the completion of construction documents in Revit. Create 3D models for design optimization and enhanced construction planning. Create and design general arrangement models that will coordinate with structural and mechanical departments. Collaborate with engineers and designers from various disciplines to produce 3D models and construction drawings for projects. May train other employees in all disciplines on the use of Revit.
Execute interaction design and visual design as a part of a multi-disciplinary team. Collaborate and consult on user experience planning with clients and lead experience architect. Stay abreast of interaction design and technology trends. Possess a strong conceptualization ability, strong visual design, and communication skills. Able to create wireframes as well as visual design comps, have a strong working knowledge of Photoshop or other design tools. Strong written and verbal communication skills and understanding of common software project management and development practices desired.
Oversee an organization’s technology initiatives, as well as IT changes and updates to all projects. Assess IT systems and make decisions on investments and the implementation of future technology. Develop policies, standards, and objectives, in addition to participating in training sessions and helping recruit new talent. Create budgets and authorize purchases, with assistance from other executives and managers.
Responsible for the strategy, tactics, and programs to create interest, demand, and recognition for the company and its products through the use of PR, Product Marketing, Creative Services, Advertising, Strategic Relationships, Direct, Event, Channel, and Online Marketing. Works with Product Marketing and Management to ensure the right mix of features, positioning, and price. Responsible for planning, organizing, staffing, training, and managing all marketing functions to achieve the company objective of sales, growth, profits, and visibility while ensuring a consistent marketing message and positioning on a worldwide basis consistent with the corporate direction.
Write programs inside of a mobile development environment using programming languages such as Objective C, C++, C#, HTML5, or Java. Ensure programs work for all target operating systems and/or mobile platforms.
Install, patch, and maintain all Oracle software. Tune all Oracle instance components, including SQL and PL/SQL. Approve all production schema changes. Approve changes to database design. Control all migrations of Oracle schema objects. Design and implement a backup and recovery system. Implement Oracle failover technology.
Use CAD Software to provide support to engineers and managers by preparing equipment layouts, 3D models, detail drawings, assembly drawings, sketches, and diagrams. Create detailed design documentation, and estimate the CAD time and costs required to complete projects. Prepare clear, definable drawings and bills of material for new and complex layouts through analyzing provided materials and either modifying existing or drafting new drawings and bills of material. Assist in helping to define, create, and maintain development methodologies, procedures, and standards.
Develop standards and procedures for data warehousing, and the design and development of data information systems and information management functions. Enforce data integrity, security, and stewardship. Provide data structure, integration and intelligence solutions. May design and develop databases and systems used to acquire, store and analyze a company’s business intelligence. A Bachelor’s degree (or equivalent experience) in a Math or Computer Science Program is required.
Develop integration solutions and custom application for Oracle E-Business Suite. Analyze existing standards, and user and conversion needs to develop E-business modules. Create Oracle eBusiness Suite and provide assistance to clients. Formulate module specifications to translate business needs into programming codes. Evaluate and identify effective solutions to problems in suite applications, system techniques, and processes. Test and fix bugs to ensure proper functioning of software and applications.
Provide technical support in design, development, testing, and deployment of PeopleSoft applications. Implement change requests as per change management policies and procedures. Perform system modification and enhancements based on business needs. Review and recommend improvements to current PS processes. Coordinate with Project Manager to develop project plan and determine resource requirements. Develop interfaces, understand table structures, run month-end PS batches, and generate reports. Monitor and report project status to Manager on regular basis. Maintain project technical documentations for management review. Provide production support for PeopleSoft applications. Analyze and resolve problem tickets in a timely manner. Provide support in UAT and bug fixing activities.
Create a variety of marketing and graphic designs. Responsibilities may also include the marketing of web pages, banner ads, e-mail campaigns, and other promotional media outlets. Execute these tasks from conception to completion with near-perfect results in a campaign.
Provide enterprise and user support for implementation, troubleshooting, and maintenance of Information Technology (IT) systems. Help manage day-to-day IT operations, monitoring and problem resolution for all of the client, server, storage, network devices, mobile devices, etc. Bachelor’s degree in a technical discipline from an accredited college or university. Five years of additional system administration experience may be substituted for a Bachelor’s degree.
Configure and design the SuccessFactors system configuration based on HR best practices. Liaise between the client and company for investigating, analyzing, and solving software problems. Gather and analyze the clients’ Human Resources business requirements and objectives. Assist with preparation of training materials as well as teaching customers how to utilize the SuccessFactors system. Ensure successful implementation of SuccessFactors Performance Management and Goals Management Modules. Ensure the proper management and successful delivery of the project.
Manage a marketing team or a creative department’s flow of work to ensure that projects, materials, and assignments are completed on time and within budget for publication or broadcast. Work closely with members of the account management and creative teams to ensure that work flows efficiently from the initial brief to the point where it is released to the media.
Provide Workday Integration delivery support to clients, of Workday Human Capital Management Applications. Act as lead and focal point with the client to coordinate Workday support issues and resolutions. Ensure requests are assigned to the onsite and remote team members and that the team members are performing efficiently. Delegate requests to appropriate practitioners, based on skill level and availability. Resolve integration issues.
Manage data assets and provide reporting/analysis tools to end users. Set enterprise data and reporting standards. Able to manage multiple competing priorities at any given time, is detail-oriented and able to work collaboratively in a deadline driven environment. Proficient in SQL, ODBC, JDBC, REST, JSON, Microsoft SSIS/BIDS, and Excel. A Bachelor’s degree (or equivalent experience) in a Math or Computer Science Program is required.
As the organization’s chief in-house counsel and key member of the leadership team will direct the management of legal affairs for the organization. Provide legal advice and counsel to the Board of Directors, Officers, employees of the organization, and external counsel, either directly or through the supervision of in-house counsel. Advise the President-CEO and senior management on all legal matters affecting the organization’s operations and governance, including legal review and advice on risks and implications of new projects, and with business arrangements to support strategic and operational decision-making.
Oversee day-to-day operations to support the growth and add to the bottom line of an organization. Focus on strategic planning and goal-setting, and direct the operations of the company in support of its goals. By measuring progress and adjusting processes accordingly, the VP of Operations keeps the entire organization on track.
Design and manage data warehouse and processes that support Big Data Initiatives. Develop benchmark, verification criteria, and statistics analysis. Ensure all aspects of the ecosystem’s solution architecture are optimized by working with SMEs in the areas of technology, information and application architectures and disciplines. Has a Bachelor’s degree or equivalent in Information Technology, Computer Sciences, or Computer Engineering and IT, and eight years IT experience.
Support, implement, and maintain JD Edwards Financial and Distribution modules. Analyze, design, and lead new areas of application within Enterprise One in assigned functional areas of responsibility. Work directly with end-users to identify and define opportunities for systemic business solutions. Provide JDE training to end-users. Identify opportunities to streamline business processes through the use of Enterprise One in the areas of AP, AR, GL, HR, Fixed Assets, and Inventory. Troubleshoot and perform job duties in accordance with defined procedures and with limited supervision.
Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements, and monitor the preferences of customers.
Plan, direct, or coordinate marketing policies and programs, such as determining the demand for products and services offered by a firm and its competitors, and identify potential customers. Develop pricing strategies with the goal of maximizing the firm’s profits or share of the market while ensuring the firm’s customers are satisfied. Oversee product development or monitor trends that indicate the need for new products and services.
Directs an organization's financial policies. Oversees all financial functions including accounting, budget, credit, insurance, tax, and treasury. Typically represents the 2nd most senior finance executive. Typically requires an advanced degree with at least 10 years of experience in the field. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to top management.
Prepare cost estimates for product manufacturing, construction projects, or services to aid management in bidding on or determining price of product or service. May specialize according to particular service performed or type of product manufactured.
Schedule and dispatch workers, work crews, equipment, or service vehicles for conveyance of materials, freight, or passengers, or for normal installation, service, or emergency repairs rendered outside the place of business. Duties may include using radio, telephone, or computer to transmit assignments and compiling statistics and reports on work progress.
Develop comprehensive plans and programs for use of land and physical facilities of jurisdictions, such as towns, cities, counties, and metropolitan areas.
Organizes employees, work schedules and materials necessary to complete a construction project. Assesses the project cost estimates, including supplies and labour before the project begins. Contacts bids and evaluates the progress of the project including unwanted delays and construction problems. Supervises contractors and oversees the construction of the project.
Respond to customer requests and questions regarding service, products and account information, analyzing and rectifying customer concerns using established procedures in English and one other language such as French or Spanish.
Establishes User Experience when interacting with certain products, typically computer software, apps (mobile and tablet applications), and other digitally driven media. Provides prototypes and deliverables to describe interactions and motion to enhance UI. Interacts with research and development,
manufacturing, operations, and product managers. Conducts user research, testing, and optimization
of new and existing devices, and delivers analyses to senior executives. Uses Agile, Scrum, or other
methods, such as with contextual inquiry, field
research, or 1-on-1 usability testing sessions, to research and develop applications. Advances the overall quality of strategic thinking and design as applied to technology.
Provides technical and information leadership, management, and vision necessary to ensure that the company's IT assets are efficient, up-to-date and secure. Oversees the organization’s technology initiatives, as well as IT changes and updates to all projects. Makes key decisions on investments and the implementation of future technology. Develops policies, standards, and objectives, in addition to participating in training sessions and helping recruit new talent. Creates budgets and authorize purchases, with assistance from other executives and managers.
Directs and coordinates the operations of business or department. Implements company policies and procedures. Must have strong leadership skills, be able to work well with a team and have the ability to work independently with little or no supervision. Superior decision-making skills, problem-solving skills and conflict-management abilities are also vital. Must have a thorough knowledge of the company, its culture and its products and services and be able to work with all levels of management and have superior training and delegation abilities. Requires a minimum of 5 years management experience and a Bachelor's or Masters Degree in a related field of study.
The VP of Human Resources leads the company in personnel management and advocacy as well as creates and implements employee relations policies to help increase employees’ job satisfaction. Design a list of procedures and practices for hiring new employees and managing our staff. Establish an orientation procedure for onboarding new hires and training them to meet the needs of the company. Communicate with employees about compensation, benefits and other facets of their employment. Approve and schedule PTO and SL based on employee need and company requirements. Respond to questions or complaints from employees in a timely fashion. Manage all other HR department personnel.
Manages and oversees an organization's IT systems and assets. Develops, implements, and modifies system requirements. Maintains internal database files and tables, and develops custom reports to meet the requirements of company management and staff. Identifies training needs of end users and develops and provides the necessary training to meet those needs. Requires a Bachelor's Degree in a related area and at least 7 years of experience in the field. Relies on experience and judgment to plan and accomplish goals. Typically reports to top management.