Participate in practice property collections situations and role-plays
13
Discuss and outline methods to handle difficult collection cases
14
Approval: Supervisor on collections methods understanding
15
Provide time for self-study of resources and collections material
16
Second round of shadowing with experienced property collections specialist
17
Give feedback and clarify any queries or doubts relating to the job role
18
Perform supervised activities with actual property collections cases
19
Weekly review with supervisor and provide practical feedback
20
Approval: Performance review by Supervisor
Provide official job description and performance expectations
This task plays a crucial role in ensuring that the new Property Collections Specialist understands their job responsibilities and knows what is expected of them. It includes providing the official job description document and thoroughly going over the performance expectations. By setting clear expectations from the beginning, the new employee can focus on meeting those expectations and contributing to the success of the collections department. Have you provided the official job description and performance expectations?
1
Yes
2
No
Tour facilities and collections department
By taking the new hire on a tour of the facilities and collections department, they can become familiar with their physical work environment and the layout of the department. This task helps the new employee feel more comfortable and allows them to get a visual understanding of where they will be working. Have you taken the new hire on a tour of the facilities and collections department?
1
Yes
2
No
Introduce to team and key individuals
Building strong relationships with colleagues is important for a successful onboarding process. Introduce the new hire to their team members and key individuals who they will be working closely with. This enables the new employee to establish connections, understand team dynamics, and foster a sense of belonging within the collections department. Have you introduced the new hire to their team and key individuals?
1
Yes
2
No
Detail company policies and procedures specific to property collections
Understanding company policies and procedures is crucial for a new Property Collections Specialist. In this task, provide a detailed overview of the company's policies and procedures that are specific to property collections. This includes explaining the guidelines, rules, and regulations that govern property collections activities. Ensure that the new hire is well-informed about these policies to perform their duties effectively and in compliance with the company's standards. Have you provided a detailed overview of company policies and procedures specific to property collections?
1
Yes
2
No
Completion of necessary paperwork for collections department
In order to ensure legal and administrative compliance, it is important to complete the necessary paperwork for the collections department. This task involves providing the new employee with the required forms and documents to be filled out. The completed paperwork includes employment contracts, confidentiality agreements, and any other documentation relevant to property collections. Have you completed the necessary paperwork for the collections department?
1
Yes
2
No
Review of internal software and systems used for collections tasks
Familiarity with internal software and systems is essential to perform property collections tasks efficiently. This task involves providing a comprehensive review of the software and systems used within the collections department. Explain how to access and navigate these tools, demonstrate their key features, and emphasize any specific requirements or protocols. This enables the new employee to adapt quickly and work effectively with the technology. Have you provided a review of internal software and systems used for collections tasks?
1
Yes
2
No
Provide collections agent handbook and resources
To support the new hire's understanding of property collections, provide them with a collections agent handbook and additional resources. This task aims to familiarize the employee with collections techniques, best practices, and useful tips. The handbook serves as a reference guide that the employee can consult whenever needed. Additionally, provide access to relevant online resources, industry articles, and training materials to enhance their knowledge. Have you provided the collections agent handbook and resources?
1
Yes
2
No
Initial property collections training and seminars
This task focuses on the initial training and seminars that the new Property Collections Specialist needs to attend. It includes providing details about the training programs, schedules, and locations. By equipping the new hire with the necessary knowledge and skills through training sessions and seminars, they are better prepared to handle property collections tasks. Have you provided the details of initial property collections training and seminars?
1
Yes
2
No
Discuss collections strategies and methods for various property types
Each property type may require different collections strategies and methods. This task involves discussing the specific collections strategies and methods for different property types. It includes exploring techniques for residential properties, commercial properties, and other property categories. By understanding the nuances of collections for each property type, the new employee can tailor their approach and be more effective in their role. Have you discussed collections strategies and methods for various property types?
1
Yes
2
No
Review of property collections legal and ethical guidelines
Adhering to legal and ethical guidelines is of utmost importance in property collections. This task involves reviewing the legal and ethical frameworks that govern property collections. Ensure that the new employee understands the laws, regulations, and industry standards related to collections practices, confidentiality, data protection, and customer privacy. By abiding by these guidelines, the collections specialist maintains integrity and avoids legal complications. Have you reviewed the property collections legal and ethical guidelines?
Shadowing an experienced property collections specialist provides a valuable learning opportunity for the new hire. This task involves pairing the new employee with an experienced colleague who can mentor and guide them through daily tasks and processes. By observing and working alongside an expert, the new hire can learn best practices, gain practical insights, and understand the real-life challenges faced in property collections. Have you arranged for the new hire to shadow an experienced property collections specialist?
1
Yes
2
No
Participate in practice property collections situations and role-plays
To enhance the new hire's skill set in property collections, engaging in practice situations and role-plays is beneficial. This task involves creating scenarios or role-playing various collections situations, allowing the new employee to apply their knowledge and skills in a simulated environment. By actively participating in these practice sessions, the employee can refine their collections techniques, develop confidence, and familiarize themselves with potential challenges. Have you involved the new hire in practice property collections situations and role-plays?
1
Yes
2
No
Discuss and outline methods to handle difficult collection cases
Dealing with difficult collection cases requires specific approaches and techniques. This task involves discussing and outlining the various methods to handle challenging collection cases. Encourage the new hire to share their insights and brainstorm strategies with the team. By exchanging ideas and analyzing past experiences, the property collections specialist can develop effective methods to resolve difficult situations. Have you discussed and outlined methods to handle difficult collection cases with the new hire?
1
Yes
2
No
Approval: Supervisor on collections methods understanding
Will be submitted for approval:
Detail company policies and procedures specific to property collections
Will be submitted
Review of internal software and systems used for collections tasks
Will be submitted
Provide collections agent handbook and resources
Will be submitted
Initial property collections training and seminars
Will be submitted
Discuss collections strategies and methods for various property types
Will be submitted
Review of property collections legal and ethical guidelines
Participate in practice property collections situations and role-plays
Will be submitted
Discuss and outline methods to handle difficult collection cases
Will be submitted
Provide time for self-study of resources and collections material
Allowing time for self-study is important to foster continuous learning and development in property collections. This task involves providing the new employee with dedicated time to explore collections resources, materials, and relevant documentation. Encourage them to conduct independent research and review the collections agent handbook. Self-study enhances their knowledge, helps fill in any gaps, and promotes a proactive approach to learning. Have you provided time for the new hire to engage in self-study of resources and collections material?
1
Yes
2
No
Second round of shadowing with experienced property collections specialist
To deepen the new hire's understanding and skills in property collections, a second round of shadowing with an experienced specialist is arranged. This task aims to reinforce learning, provide additional support, and address any remaining questions or challenges. By observing and collaborating with an experienced colleague once again, the new employee gains further insights, refines their techniques, and solidifies their foundation in property collections. Have you arranged for a second round of shadowing with an experienced property collections specialist?
1
Yes
2
No
Give feedback and clarify any queries or doubts relating to the job role
Feedback plays a crucial role in the growth and development of the new Property Collections Specialist. This task involves providing constructive feedback to the new hire, acknowledging their progress, and clarifying any queries or doubts they may have about their job role. By establishing open communication and addressing concerns, the collections specialist can enhance their performance and feel supported in their role. Have you given feedback and clarified any queries or doubts relating to the job role with the new hire?
1
Yes
2
No
Perform supervised activities with actual property collections cases
Once the new Property Collections Specialist has gained sufficient knowledge and skills, it is time to allow them to handle supervised activities with actual property collections cases. This task involves providing the new hire with real-life collections cases to work on under the supervision and guidance of an experienced colleague. By applying their knowledge and techniques to actual cases, the new employee gains hands-on experience and further develops their collections competency. Have you allowed the new hire to perform supervised activities with actual property collections cases?
1
Yes
2
No
Weekly review with supervisor and provide practical feedback
Conducting weekly reviews with the supervisor is a valuable practice to monitor progress and provide ongoing feedback to the new Property Collections Specialist. This task involves scheduling regular check-ins to discuss the employee's performance, address any challenges, and provide practical feedback. These reviews help track the new hire's development, identify areas of improvement, and ensure continuous support throughout the onboarding process. Have you conducted weekly reviews with the new hire's supervisor and provided practical feedback?
1
Yes
2
No
Approval: Performance review by Supervisor
Will be submitted for approval:
Weekly review with supervisor and provide practical feedback