Career Discovery

Financial Specialists, All Other

Career Overview All financial specialists not listed separately. Alternate Job Titles Adjuster Bail Agent Bail Bond Agent Bail Bondsman Bank and Savings Securities Trader Bondsman Escrow Agent Escrow Closer Estate Administrator Executor of Estate Financial Aid Coordinator Financial Aid Officer Futures Trader Installment Dealer Letter-of-Credit Document Examiner Salary & Job Market Salary Percentile Annual Wage …

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Loan Officers

Career Overview Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, loan underwriters, and payday loan officers. Also Known As Commercial Loan Officer Financial Aid Counselor Loan Counselor Loan Officer Alternate Job Titles …

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Tax Examiners and Collectors, and Revenue Agents

Career Overview Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations. Also Known As Revenue Agent Tax Collector Tax Compliance Officer Tax Examiner Alternate Job Titles Adjustment Examiner Block Advisor City Collector City Tax Auditor Collections Specialist Collector Corporate Tax Associate Credentialed Tax Expert Customs Agent Customs …

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Financial Examiners

Career Overview Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records. Also Known As Bank Examiner Bank Secrecy Act Anti-Money Laundering Officer (BSA/AML Officer) Credit Union Examiner Examining Officer Alternate Job Titles AML Director (Anti-Money Laundering Director) Anti Money …

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Credit Counselors

Career Overview Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling. …

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Insurance Underwriters

Career Overview Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications. Also Known As Account Underwriter Life Underwriter Personal Lines Underwriter Underwriter Alternate Job Titles Account Manager Underwriter Account Underwriter Automobile and Property Underwriter Bond Underwriter Casualty Underwriter Commercial Credit Underwriter Commercial Insurance Underwriter Commercial Lines Underwriter Commercial …

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Financial Risk Specialists

Career Overview Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk. Also Known As Analyst Risk Analyst Risk Specialist Securities Analyst Alternate Job Titles Analyst Bank and Savings Securities Trader Bond Analyst Business Risk Manager Compliance Risk Manager …

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Financial and Investment Analysts

Career Overview Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. Also Known As Analyst Financial Analyst Investment Analyst Securities Analyst Alternate Job Titles Accounting Analyst Acquisition Analyst Acquisition Specialist Acquisitions Analyst Acquisitions Consultant Alternative Financing Specialist Analyst Bank Analyst Banking Analyst Bond Analyst …

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Personal Financial Advisors

Career Overview Advise clients on financial plans using 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. May also buy and sell financial assets for clients. Also Known As Certified Financial Planner (CFP) Financial Advisor Financial …

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Appraisers and Assessors of Real Estate

Career Overview Appraise real estate, exclusively, and estimate its fair value. May assess taxes in accordance with prescribed schedules. Also Known As Appraiser Assessor Commercial Appraiser Real Estate Appraiser Alternate Job Titles Appraisal Manager Appraisal Reviewer Appraisal Specialist Appraiser Assessor Bank Appraiser Certified Real Estate Appraiser Certified Residential Appraiser Certified Residential Real Estate Appraiser City …

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