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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 r...
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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 de...
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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 ac...
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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 secur...
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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,...
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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 ...
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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 decis...
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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 da...
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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 applic...
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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...
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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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Financial Managers, Branch or 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...
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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 ...
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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 rela...
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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 insura...
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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 loa...
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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, lo...
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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. M...
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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, insuranc...
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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 securit...
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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 searchi...
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Treasurers, Controllers, & Chief Financial Officers
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