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.

Demonstrates good knowledge of technology issues and can comfortably use and maintain technology related equipment.

Shows good customer service abilities and knows how to make a visitor feel at ease and comfortable.

2

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.

Demonstrates a good air of confidence and poise when articulating issues or expressing own feelings.

Follows the company culture strictly and inspires the same from his or her colleagues.

2

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.

Listens to counsel regarding set goals and lays down the best strategies to meet them

Establishes a plan that facilitates timely reports at the culmination of long projects

2

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.

Ability to meet the strictest deadlines without giving any excuses

Can handle workplace stress and pressure with calm and sobriety

2

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

Takes responsibility for resolving problems and works diligently in order to find the most effective solutions when problems occur

Develops personal work plans, with a corresponding contingency plan for each, in order to structure work and receive the required results

2

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.

Makes decisions for project members, sets achievable goals, maintains a positive outlook and provides constructive feedback

Understands and applies established procedures and policies as well as technical tools and corporate requirements to the project

2

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

Allocates resources with intelligence and efficiency to make processes work better and spend less on them

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.

Uses existing data collections tools to gather data when conducting a research

Breaks bigger issues into smaller manageable parts when faced with complex situations during research

2

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

Acknowledges the importance of training and puts extra effort to concentrate during training sessions

Prepares for training sessions ahead of time in order to understand most of the content that trainers are giving

2

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.

Evaluates samples of published reports and proposals to gain confidence in preparing and writing reports and proposals

Understands several components of writing reports and proposals and is willing to learn more

2

Self Evaluation

Self Evaluation Question

Employee Comments

ADMINISTRATIVE SKILLS:

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

Give an instance of any administrative blunder you have ever made and how did you resolve it?

[employee comments]
INTERPERSONAL SKILLS:

Are you always approachable or people tend to find it hard to approach you?

How well do you receive and at the same time give constructive feedback?

[employee comments]
DEVELOPING OTHERS:

Do you consult the rest of the management before you make decisions?

Do you rely on personal knowledge or do you get more knowledge from others?

[employee comments]
PERSONAL GROWTH:

Do you value hard work and are you interested in making the best out of it?

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

[employee comments]
RESULTS ORIENTATION:

Describe a particular time when you have been effective in prioritizing tasks and accomplishing a goal on schedule. What are the challenges you faced and how did you overcome them?

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?

In your opinion, what do you think is the most important quality of a project manager? Explain you answer

[employee comments]
PROCESS IMPROVEMENT:

What efforts are you making to learn more about new procedures?

What efforts are you making to improve your ability to detect the root cause of errors in processes?

[employee comments]
RESEARCH:

How often do you encourage colleagues to employ analytical skills when examining the consequences of a certain solution?

What efforts are you making to identify ideas and concepts that are relevant to a problem?

[employee comments]
TRAINING OTHERS:

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

What are you doing to prepare for training sessions ahead of time?

[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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