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

A Collections Officer is liable for performing loss mitigation and recovery activities regarding delinquent or charged-off accounts in compliance with the Bank and legal guidelines that include the related state and federal regulations.

Duties for this position include collecting payments on past due bills, locating customers using credit card bureau information, background checks, loan documents, and other databases, reviewing terms of sale or loan documents, organizing the list according to severity of delinquency, creating lists of people who have not made payments, ensuring all the customer's information is correct, including the phone numbers and addresses, using skip tracing to update the records, collecting payments, offering advice or referring customers to debt counselors, setting up repayment plans and new terms of sale.

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.

Always seeks to ask questions as a form of finding a sound basis to solving a problem.

Always feels comfortable and confident when seeking help or advice whenever stuck on solving any issue.

2

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.

Knows how to manage time properly and ensures all tasks are completed before deadlines.

Demonstrates a good ability to cope very well when under high pressure.

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.

Tries as much as possible to make people feel comfortable at all times.

Influences those around in a very positive way and inspires them to be the best that they can be.

2

MANAGING AT TEAM: Managing is the administration of an organization which includes activities of setting the strategy of an organization and coordinating the efforts of the employees to accomplish its objectives.

Manages and resolves disputes or conflicts in a constructive manner; encourages creative tension and differences of points of view

Develops new insights into situations, encourages new ideas and innovations, and designs new programs/processes to help run the company effectively

2

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.

Has an admirable artistic aspect that showcases in every project or work done

Creates an exciting atmosphere where new ideas are rewarded and encouraged

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.

Knows how to manage time and deal with performance problems effectively

Carries a great ability to outline the pros and cons of each course of action

2

COMPETITIVENESS: Competitiveness is the skill of being able to compete as a team or a company with other enterprises in the same line of entrepreneurship and emerging as the winner.

Always looks for opportunities to take on leadership responsibilities at work, in the community and everywhere else

Always has a ready and prepared mindset. Perceives oneself as a warrior who never gives up until all enemies are defeated

3

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Considers renting equipment rather than buying in order to avoid maintenance costs and overpaying on equipment that is only required for a certain period of time

Is always ready for risky times; ensures that the company has a risk strategy in place just in case there is a problem in the business environment

2

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Makes efforts to provide feedback in a timely manner and avoids becoming emotional when faced with objections

Understands what most customers are experiencing and is able to meet most of their needs

2

TECHNOLOGY SAVVY: Technology Savvy is the introduction of the digital technology in the workplace as a strategy to make tasks run swiftly against doing them manually.

Demonstrates willingness to learn how to work more efficiently any time from different sites and on different devices

Seeks assistance when faced with problems related to operating modern electronic devices

2

Self Evaluation

Self Evaluation Question

Employee Comments

CRITICAL THINKING:

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

Do you always try to inquire further, what could be the missing elements that could achieve a positive outcome?

[employee comments]
ADMINISTRATIVE SKILLS:

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

How objectively are you when handling issues and are you governed by reason or emotions when performing your administrative roles?

[employee comments]
INTERPERSONAL SKILLS:

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

Do you always seek to make people relaxed when they are talking to you or do you use intimidation?

[employee comments]
MANAGING AT TEAM:

Think about a time when you were given a management role. How did people respond to your management efforts?

How do you go about getting cohesion among employees who disagree with everything you say?

[employee comments]
CREATIVITY:

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

Do you value and implement creative skills that you learn from others

[employee comments]
ORIENTATION TO WORK:

Do you deliver your work within the set deadlines or are you always making excuses?

How well do you relate to your co-workers and management?

[employee comments]
COMPETITIVENESS:

What are some of the projects, tasks or activities you took part in to improve your personal skills?

Are there situations where you made periodic mistakes while trying to learn something new?

[employee comments]
FINANCIAL MANAGEMENT:

Describe a time when your company has made a huge profit. What do you think made this possible?

In your opinion, when do you think is the best time for a company to borrow a loan from the bank? Explain your answer

[employee comments]
CUSTOMER SERVICE:

How do you respond to customers who make unrealistic demands?

What efforts are you making to redefine customer service processes to meet the ever-changing needs of customers?

[employee comments]
TECHNOLOGY SAVVY:

Have you ever utilized the power of modern computing power to assist you in making better decisions?

What are you doing to increase your capacity to operate modern electronic devices?

[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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