Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a collections specialist.
A Collections Specialist is liable for contacting clients as well as collecting outstanding payments while exhibiting professionalism and trustworthiness.
The essential responsibilities of this position include monitoring accounts to identify outstanding debts, reviewing open accounts for collection efforts, investigating historical data for each debt or bill, making outbound collection calls in a professional manner while keeping customer relations, processing payments and refunds, updating account status records and collection efforts, finding and contacting clients to ask about their overdue payments, taking actions to encourage timely dept. payments, resolving client billing problems and rescuing accounts receivable, collecting customer payments in accordance with the payment due dates, providing appropriate follow-up payment arrangements, reviewing and monitoring assigned accounts and all applicable collection reports.
Employee Performance Goals Sample | |
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Employee's Name: | Title: |
Review Period: __/__/__ to __/__/__ | Employee SSN: |
Work Location: | Supervisor's Name: |
Instructions |
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Performance Goals for Next Period | |
Performance Goals | Employee Comments |
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CRITICAL THINKING: Learn to figure out different possible options of solving problems on a short, medium and long-term range. Learn always to try to find alternative solutions to solving a particular problem. | [employee comments goal] |
ADMINISTRATIVE SKILLS: Make sound decisions and judgment and not be biased in any way. Improve on my customer service abilities so that I can be able to find ways to meet client needs. | [employee comments goal] |
INTERPERSONAL SKILLS: Always aim to develop and maintain strong and positive relationships with other people. Learn to be empathetic towards other people to understand what they are going through. | [employee comments goal] |
TEAM BUILDING: Think creatively outside the box and share ideas with the rest of the team Understand that the goals must be measurable ensuring proper accountability to the supervisors | [employee comments goal] |
CREATIVITY: Grow creative ideas and turn them into workable solutions that are beneficial to the organization Be enthusiastic to learn new truths that come with application methods | [employee comments goal] |
ORIENTATION TO WORK: Plan each day ahead and have all the goals written down Negotiate with each other before making major decisions that will affect others | [employee comments goal] |
ENJOYMENT OF THE JOB: Take new projects or classes that will help grow one's skills and help find happiness in one's job Plan one's own time and create a to-do list that will help one prioritize and meet work deadlines | [employee comments goal] |
RESULTS ORIENTATION: See the big picture on personal and company goals in order to work hard to achieve success Focus oneself and team members on critical activities that yield a great impact on the company | [employee comments goal] |
BUSINESS TREND AWARENESS: Put extra effort in attending conferences and local events that can increase chances of interacting with other professionals Encourage more colleagues to attend more live events to get the attention of clients and prospects | [employee comments goal] |
DIVERSITY AWARENESS: Show more willingness to discourage harassment, bullying, and abrasive behavior Always assess whether the current procedures, practices, and policies are diverse and make changes where necessary | [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: |