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: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| CRITICAL THINKING: 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] |
| ADMINISTRATIVE SKILLS: 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] |
| INTERPERSONAL SKILLS: 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] |
| MANAGING AT TEAM: 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] |
| CREATIVITY: 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] |
| ORIENTATION TO WORK: 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] |
| COMPETITIVENESS: 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] |
| FINANCIAL MANAGEMENT: 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] |
| CUSTOMER SERVICE: 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] |
| TECHNOLOGY SAVVY: 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] |
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: |