Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a collections officer.

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 Goals Sample

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


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Develop a strategic approach to solving problems and following through with the strategy to the end.

To continue researching and studying more to get more factual facts and figures that will guide my thinking.

[employee comments goal]

Make sound decisions and judgment and not be biased in any way.

To be able to accept correction and to be open to scrutiny since I am in apposition of leadership.

[employee comments goal]

Give constructive feedback to others and to take corrections positively

Learn to assess and manage potential conflicts at a personal and group level.

[employee comments goal]

Expose oneself to different social situations and work to develop own social perceptiveness and the ability to engage others in a conversation

Create a vivid and compelling vision of the future that motivates all employees to want to achieve it

[employee comments goal]

Plan company days where each employee can showcase their creativity in different ways

Choose varied ways to solve conflicts that do not necessarily have to be there

[employee comments goal]

Manage time wisely to get much accomplished within a short time

Communicate clearly in both written and spoken format to leave no room for guesswork

[employee comments goal]

Stop being afraid of trying and making mistakes but instead learn from the mistakes and change

Volunteer in community activities in order to get a chance to interact with other people and learn something new

[employee comments goal]

Become knowledgeable about the different types of loans available in order to make an informed decision

Try negotiating with vendors and suppliers for better deals before making purchases or signing a contract

[employee comments goal]

Learn to maintain self-control when dealing with customers who are objecting

Prioritize your workload effectively based on the needs of a customer

[employee comments goal]

Work extra hard to learn how to troubleshoot modern electronic devices

Learn to integrate software and modern computing power when applying analytics to make strategic decisions

[employee comments goal]


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


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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