Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a collections clerk.
A Collections Clerk is tasked with calling out the delinquent customers to collect overdue payments from credit card companies, public and private businesses and some independent contractors. This position requires firm yet polite clerks who keenly follow the company's pre-established guidelines and instructions all the time.
The principal roles of the post include researching, compiling, maintaining and managing data that is related to collection efforts, contacting customers to resolve billing issues, coordinating resolution of the past due accounts by arranging for payment, issuing debt commitment letters, monitoring cash on delivery or COD roll payments, contacting customers regarding overdue accounts, determining reasons for non-payment, satisfying collection activities to maximize cash receipts, negotiating the return of unpaid merchandise, issuing credit hold notifications, repossessing merchandise when payment is unlikely.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| NEGOTIATION SKILLS: Learn to maintain my composure in case a negotiation process gets out of hand or gets heated. Show great commitment towards achieving acceptable and beneficial agreements after negotiating. | [employee comments goal] |
| TEAMWORK SKILLS: Learn to appreciate what other group members have put in. To have a winning mentality, to appreciate others when they win, and to accept when we lose. | [employee comments goal] |
| CRITICAL THINKING: Undertake more research on issues by seeking to find accurate and factual information Show more assertiveness and decisiveness when dealing with problems and coming up with solutions. | [employee comments goal] |
| ADMINISTRATIVE SKILLS: Learn to express views in a very clear, organized, and concise manner that people can understand. To improve on my problem solving and negotiation skills so that I may perform my administrative roles well enough. | [employee comments goal] |
| KNOWLEDGE OF COMPANY PROCESSES: Promote and encourage colleagues to keep up-to-date with the company's rules, decision-making bodies, networks, structures, power relationships and environment Understand the nature and limits of related companies and government agencies and use that knowledge to influence or lead others | [employee comments goal] |
| DEPENDABILITY: Be a loyal person that the company and coworkers can delight in Set workable personal goals that can be achieved within the set time | [employee comments goal] |
| PERSONAL GROWTH: Develop a hunger for personal growth even as the business excels Respect the company's decisions and policies working towards them not against them | [employee comments goal] |
| ADAPTABILITY: Look for new ways of handling multiple tasks and tolerating time pressure Show willingness to learn new skills that increase efficiency by frequently attending self-improvement seminars and training | [employee comments goal] |
| CUSTOMER SERVICE: Provide timely and constructive solutions or advice to customers and make them feel they are fully understood Prioritize your workload effectively based on the needs of a customer | [employee comments goal] |
| TECHNOLOGY SAVVY: Encourage others to embrace the embrace the power of computers to process tasks more efficiently and accurately Embrace computers to execute repetitive, multiple, and complex tasks efficiently | [employee comments goal] |
Summary |
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Sections 1-2: To be completed by the supervisor Section 3: To be completed by the employee |
1. Goals completed since last performance feedback |
2. Goals for next period |
3. 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: |