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

A Collections Specialist is liable for contacting clients as well as collecting outstanding payments while exhibiting professionalism and trustworthiness.

The essential responsibilities of this position include monitoring accounts to identify outstanding debts, reviewing open accounts for collection efforts, investigating historical data for each debt or bill, making outbound collection calls in a professional manner while keeping customer relations, processing payments and refunds, updating account status records and collection efforts, finding and contacting clients to ask about their overdue payments, taking actions to encourage timely dept. payments, resolving client billing problems and rescuing accounts receivable, collecting customer payments in accordance with the payment due dates, providing appropriate follow-up payment arrangements, reviewing and monitoring assigned accounts and all applicable collection reports.

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

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Knows how to communicate ideas and issues easily in a very clear and concise manner.

Examines the implications and possible consequences to any particular action carefully.

3

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.

Promotes a peaceful and productive working environment for all staff members.

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.

Knows how to listen actively to others when they talk and does not interrupt.

Recognizes and manages the effects of personal stress and of those who are around properly.

3

TEAM BUILDING: Team Building represents various types of activities used to enhance social relations and define roles within the different teams at the workplace.

Always willing to coach others and is available to demonstrate learning to the team

Gives credit where it is due to anyone without showing any favoritism

3

CREATIVITY: Creativity is the skill of turning new and imaginative ideas into reality through the ability to perceive the world in new ways, find hidden patterns, make connections between unrelated phenomena and generate solutions.

Contains an imaginative personality and always resourceful in times of need

Great at creating new and innovative solutions to common problems

3

ORIENTATION TO WORK: Orientation to Work is the introduction that is given to a new worker whereby he is introduced to coworkers and given relevant information like schedules, performance standards, benefits and facilities, names of the supervisors, etc.

Readily identifies the desired results quickly without the management's input

Always sees the big picture of each project and works hard to achieve the success

3

ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it.

Sees customers like real people with real needs thus, gains real sense of fulfillment and purpose from taking care of those needs

Leaves work with items on one's to-do list and is excited about tackling the items the following day

3

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

Utilizes tools and techniques that ensure that projects and goals remain on target and within the set budget

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

3

BUSINESS TREND AWARENESS: Business Trend Awareness is the capacity to be conscious of the changing ways in which the companies are developing in the marketplace.

Possesses first-hand information about what consumers want and ensures it is readily available

Possesses vast knowledge in scientific and technical market research and knows the business environment deeply

3

DIVERSITY AWARENESS: Diversity Awareness is the understanding that people are different and unique in their particular way and respecting their uniqueness.

Treats everyone the way they wish to be treated and never alienates others

Leads in driving positive change and is seen as the spokesperson to promote diversity issues and concerns of others

3

Self Evaluation

Self Evaluation Question

Employee Comments

CRITICAL THINKING:

How well do you research and gather facts and information before solving an issue?

How flexible are you when it comes to trying different ways of solving problems other than the intended way.

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you encourage your employees to be the best they can be and to trust in their abilities?

How well do you manage the pressures of your administrative position?

[employee comments]
INTERPERSONAL SKILLS:

How well do you work with those around you to ensure things are done?

How well do you receive instructions and follow them through to achieve the desired results?

[employee comments]
TEAM BUILDING:

What is your personality? Does it hinder or encourage you to participate?

Do you easily cooperate with others when asked to or do you follow your own ideas without submission?

[employee comments]
CREATIVITY:

Have you exhausted all your creative skills and solutions that would be beneficial to the business?

Are you interested in becoming better in your creative skills?

[employee comments]
ORIENTATION TO WORK:

Are you able to plan on each day's goals and meet targets set by the company?

Do you learn valuable lessons from your past mistakes and correct them?

[employee comments]
ENJOYMENT OF THE JOB:

Describe a time when you felt your work was unmanageable and were unable to meet deadlines. What did you do about it?

Are there times when you have helped other employees love their jobs? How did you go about it?

[employee comments]
RESULTS ORIENTATION:

Describe a time when you have been very successful in accomplishing your goals. What made this possible?

Describe a project that you have started on your own recently. What motivated you to get started?

[employee comments]
BUSINESS TREND AWARENESS:

What strategies are you using to get the latest information about current trends?

What efforts are you making to overcome competition and what strategies are you using to get new opportunities?

[employee comments]
DIVERSITY AWARENESS:

Have you participated in events that are diversity-related and what efforts are you making to promote them?

What are some of the things you are doing to discourage harassment and bullying of people with diverse views?

[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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