HR Welcome Meeting and Overview of Company Policies
Introduction to the Credit Union Loan Collections Team
Hardware and Software Setup
Introduction to Loan Collections Software
Basics of Credit Union Loan Principles and Operations Training
Understanding the Loan Collections Process Training
Data Privacy and Compliance Training
Approval: Manager on Compliance understandings
Customer Service and Communication Skills Training
Mock Calls and Loan Collection Scenarios Handling
Understanding Default and Delinquency Management
Learning to use Collection Tools and Reports
Approval: Training Lead on Mock Calls Handling
Overview of Legal and Ethical Aspects of Collections
Process Queries and Doubts Resolution
Understanding the Role of the Collections Officer in Customer Retention
Meeting with Mentor or Buddy in Loan Collection Team
Job-Shadowing Sessions with Experienced Collections Officer
Probationary Period Performance Review
Approval: Supervisor on Complete Onboarding
