Review job description and responsibilities
Introduce to the commercial collections team
Provide training on company's collection policies and procedures
Overview of the collections software used
Get comfortable with the collections software
Demonstrate a typical workday scenario
Go over confidentiality and legal regulations
Conduct a practice call with a simulated debtor
Review company's current clients and outstanding debts
Introduction to credit management system
Notify key personnel of the new Commercial Collections Specialist
Approval: Manager on Specialist's understanding of job role
Provide guidelines for maintaining customer relationships
Role-play dealing with difficult debtors
Assign a mentor for guidance during onboarding process
Go through safety and emergency procedures of the workspace
Provide list of resources and key contacts
Review case files of previous collections attempts
Approval: Legal Department on understanding of legal regulations
Begin gradual introduction to handling live cases