Use this step by step explanation to craft a good employee performance feedback review for a collections manager. Find the right words with quality phrases.

A Collections Manager is responsible for overseeing business financial collection department, supervising the staff while ensuring all the money owed to the company is billed and received accurately and timely. This position often works for credit card companies or collection agencies to collect debts owed to them.

The duties of this position include supervising the collection personnel, interviewing and hiring group staff members, creating work schedules, reviewing employee interactions with customers to ensure policies and regulations are sincerely adhered to, studying customer accounts and authorizing various transactions, researching, developing and implementing collection procedures, ensuring debts are recovered, and the company does not suffer minimal losses.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

ADMINISTRATIVE SKILLS: Administrative Skills are all the services related to the running of a business or keeping an office organized while supporting the efforts of the management team.

Possesses superior administrative skills and knowledge and effectively applies them to the various work related assignments.

Manages to accomplish set goals and objectives within the stipulated timeframe and with minimal resources.

3

INTERPERSONAL SKILLS: Interpersonal Skills are a set of abilities that enable a person to positively interact and work with others effectively while avoiding office disputes and personal issues with each other.

Has a perfect sense of humor and always makes jokes to make others laugh.

Is fully aware of the words to be used and ensures that what is said has a positive effect on other people.

3

DEVELOPING OTHERS: Developing others is an unremitting process that focuses on the broader, longer-term growth of individuals to nurture them to their potential and promote future development.

Always has a clear concept of the future working diligently to make it a reality

Challenges the team to the core enhancing their skills to make sound decisions

3

PERSONAL GROWTH: Personal Growth is the improvement of one's awareness, identity, developing talents and potential to facilitate the growth of oneself and the position they handle at the workplace.

Always sets personal goals and ensures completion and accomplishment within the set deadlines

Personal maturity and development is imminent to those interacting with such a person

3

RESULTS ORIENTATION: Results Orientation is knowing and focusing on outstanding results and working hard to achieve them because they are significant.

Demonstrates a flexible approach to work on projects in order to achieve cost-savings and to achieve goals

Finds ways to overcome obstacles and challenges so that tasks are completed and goals are met

3

PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly.

Determines appropriate measures, prioritizes, and coordinates these measures for oneself and for project members in order to achieve the project goals

Produces clear status reports, communicates candidly and tactfully, makes others aware of any issues with the project, and is a good listener

3

PROCESS IMPROVEMENT: Process Improvement is the creation of new processes or improving the existing ones that will work and take your corporation to the next level.

Integrates parallel processing techniques to ensure that related processes can run simultaneously to improve efficiency

Possesses the best insight into the root cause of errors in processes and is always able to correct any errors

3

RESEARCH: Research is the ability to stay updated on the latest trends in different fields as per your concern or the concern of your company or business.

Demonstrates exceptional critical thinking skills by examining the validity and truth of arguments and evaluates the importance of ideas

Possesses outstanding ability to summarize information, explain the motives, aims, results, and conclusions of a research

3

TRAINING OTHERS: Training is the ability to expand the knowledge base by learning new truths that are useful in the workplace.

Takes advantage of each and every training session to advance skill set and career

Learns new concepts quickly and applies them in completing projects and in realizing career goals

3

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Excels at connecting with the target audience when writing reports and proposals

Integrates primary data and secondary sources accurately, persuasively, and logically

3

Self Evaluation

Self Evaluation Question

Employee Comments

ADMINISTRATIVE SKILLS:

How well do you handle your administrative roles to ensure you deliver good results.

How conversant are you with the technology while dispensing your administrative roles?

[employee comments]
INTERPERSONAL SKILLS:

Do you find it easy to strike a conversation with other people?

Do you always seek to influence people in a good way and support them in their efforts?

[employee comments]
DEVELOPING OTHERS:

Are you a fast learner and can you impart what you learn fast enough?

Do you delight in developing others? capability and making them better?

[employee comments]
PERSONAL GROWTH:

Do you consider the requirements carefully before handling any task?

Would you like to see your career grow as the company does?

[employee comments]
RESULTS ORIENTATION:

Is there a time when you have handled a project that demanded a lot of effort? How did you go about it?

Describe a time when instructions on a project were not clear. What made them unclear and what did you do?

[employee comments]
PROJECT MANAGEMENT:

What communication plans have you used to convey an important message to your team? How have you confirmed the accuracy of information received or sent?

How do you make sure that you and your team deliver a project on time or exceed customer expectations?

[employee comments]
PROCESS IMPROVEMENT:

How often do you encourage colleagues to undergo training on new procedures?

How often do you attend think tank and ideation sessions to learn new ideas on improving processes?

[employee comments]
RESEARCH:

Have you ever failed to communicate the purpose and outcomes of a research clearly? How did you correct the situation?

What are you doing to improve your ability to point out, define, and analyze existing problems?

[employee comments]
TRAINING OTHERS:

How often do you encourage team members to take part in training sessions?

Do you seek for extra assistance from colleagues on complex concepts learned in training sessions?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What are you doing to improve how you connect with target audience when writing reports and proposals?

What efforts are you making to learn how to convey technical ideas in an appropriate and reader-friendly language?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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