Overview of the role and responsibilities of a Default Resolution Specialist
7
Training on company proprietary software
8
Shadowing senior team members to understand process flow
9
Practice case study exercises under supervision
10
Approval: Supervisor for case study performance
11
Introduction to team members and key contacts
12
Detailed understanding of company products, services and internal tools
13
Meeting with team lead or supervisor for initial performance assessment
14
Approval: Team Lead for initial performance assessment
15
Basic training on customer interaction and soft skills
16
Emergency procedures training
17
Understanding the company's brand values and business model
18
Advanced training on investigative and negotiation techniques
19
Regular check-ins with supervisor for first 90 days
20
Approval: Supervisor for job readiness
Introduction to company and department
Welcome to our company and department! In this task, you will learn about our company's history, mission, and values. Gain an understanding of our department's role and how it contributes to the overall success of the organization. By the end of this task, you should be able to explain our company's purpose and how your role aligns with it. What are some key takeaways you can share about our company and department?
1
Company history
2
Company mission and values
3
Department's role
Paperwork completion for new hire
Congratulations on joining our team! In this task, you will be guided through the completion of all necessary paperwork for your employment. This includes filling out forms related to HR, payroll, benefits, and other administrative matters. By the end of this task, you should have all the required documents submitted. Are there any specific forms or documents that you have questions about or need help with?
1
W-4 form
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Direct deposit form
3
Confidentiality agreement
Setup of E-mail and IT systems
Welcome to the digital world of our company! In this task, our IT team will assist you in setting up your company email and familiarize you with other IT systems and tools that you will be using. You will also learn about our cybersecurity protocols and best practices for maintaining the security of company systems. By the end of this task, you should have your email account set up and be able to navigate our IT systems. Do you have any previous experience with the email or IT systems we use?
1
Microsoft Outlook
2
Google Workspace
3
Other
Compliance and Legal training
In this task, you will receive comprehensive training on compliance and legal policies relevant to your role as a Default Resolution Specialist. Learn about industry regulations, company-specific compliance requirements, and ethical standards. Understand the legal implications of your actions and the potential consequences of non-compliance. By the end of this task, you should be knowledgeable about the legal framework within which we operate. Is there any aspect of compliance or legal policies that you would like additional information or clarification on?
1
Industry regulations
2
Company-specific compliance requirements
3
Ethical standards
Approval: HR for training completion
Will be submitted for approval:
Compliance and Legal training
Will be submitted
Overview of the role and responsibilities of a Default Resolution Specialist
Let's dive into the specifics of your role as a Default Resolution Specialist! In this task, you will gain a comprehensive understanding of your responsibilities, including the processes and procedures you will follow to resolve defaults. Explore the impact your role has on our customers and the company as a whole. By the end of this task, you should have a clear picture of your role and what is expected of you. What do you consider the most important responsibility of a Default Resolution Specialist?
Training on company proprietary software
Unlock the power of our company's proprietary software! In this task, you will receive training on the software tools and applications necessary for your role. Gain hands-on experience in navigating the software, inputting data, generating reports, and utilizing its various features. By the end of this task, you should be confident in using our proprietary software to perform your duties. Have you used any similar software before?
1
Yes
2
No
Shadowing senior team members to understand process flow
Learn from the best! In this task, you will have the opportunity to shadow senior team members and observe their day-to-day activities. Gain insights into their thought processes, decision-making, and how they handle different situations. By the end of this task, you should have a clear understanding of the process flow and be able to identify areas for improvement or optimization. What specific aspects of the process flow would you like to observe or learn more about?
1
Initial customer contact
2
Data analysis
3
Negotiation techniques
Practice case study exercises under supervision
Put your skills to the test! In this task, you will participate in case study exercises designed to simulate real-life scenarios that you may encounter as a Default Resolution Specialist. You will be supervised by experienced team members who will provide feedback and guidance. By the end of this task, you should have improved your problem-solving abilities and gained practical experience in handling challenging cases. What do you find most challenging about resolving default cases?
Approval: Supervisor for case study performance
Will be submitted for approval:
Practice case study exercises under supervision
Will be submitted
Introduction to team members and key contacts
Building connections is essential! In this task, you will be introduced to your team members and key contacts within the company. Get to know your colleagues, establish rapport, and understand each team member's role and responsibilities. By the end of this task, you should feel comfortable reaching out to your team members and key contacts for assistance or collaboration. What specific role or department would you like to learn more about?
1
Team lead
2
Human Resources
3
Marketing department
Detailed understanding of company products, services and internal tools
Know our products, services, and tools inside out! In this task, you will dive deep into our company's offerings, understanding the features, benefits, and how they meet customer needs. Familiarize yourself with internal tools and resources that support our products and services. By the end of this task, you should be able to confidently communicate our value proposition and utilize internal tools effectively. What aspect of our products or services are you most excited about?
Meeting with team lead or supervisor for initial performance assessment
Let's assess your progress! In this task, you will have a meeting with your team lead or supervisor to discuss your initial performance and address any questions or concerns. Receive feedback on your performance thus far and set goals for future improvement. By the end of this task, you should have received constructive feedback and have a clear understanding of areas to focus on for growth. How would you like to improve your performance in the coming weeks?
Approval: Team Lead for initial performance assessment
Will be submitted for approval:
Meeting with team lead or supervisor for initial performance assessment
Will be submitted
Basic training on customer interaction and soft skills
Customer satisfaction starts with effective communication! In this task, you will receive training on customer interaction and soft skills such as active listening, empathy, and problem-solving. Learn how to handle difficult customer situations and provide exceptional service. By the end of this task, you should have enhanced your ability to communicate and build positive relationships with customers. What soft skill do you think is most important for a Default Resolution Specialist to possess?
Emergency procedures training
Safety is our top priority! In this task, you will be trained on emergency procedures and protocols to follow in the event of a crisis or emergency situation. Learn evacuation routes, emergency contact information, and the proper use of safety equipment. By the end of this task, you should be prepared to respond effectively in emergency situations. What aspect of emergency procedures do you consider the most critical to understand?
Understanding the company's brand values and business model
Our brand is our promise! In this task, you will gain a deep understanding of our company's brand values and how they guide our decision-making. Learn about our unique selling propositions, target market, and competitive advantage. By the end of this task, you should be able to articulate our brand values and explain how they differentiate us from our competitors. What aspect of our brand or business model resonates with you the most?
Advanced training on investigative and negotiation techniques
Sharpen your investigative and negotiation skills! In this task, you will receive advanced training on techniques and strategies for investigating defaults and negotiating resolution. Learn how to gather evidence, analyze documentation, and communicate persuasively. By the end of this task, you should be equipped with the tools to handle complex default cases efficiently. Which investigative or negotiation technique are you most interested in learning about?
Regular check-ins with supervisor for first 90 days
Stay connected to your supervisor! In this task, you will have regular check-ins with your supervisor to review your performance, provide updates on your progress, address any challenges or concerns, and receive ongoing guidance and support. By the end of this task, you should feel supported and have a clear path for success in your role. How often would you like to have check-ins with your supervisor?
1
Weekly
2
Bi-weekly
3
Monthly
Approval: Supervisor for job readiness
Will be submitted for approval:
Regular check-ins with supervisor for first 90 days
