Templates
Property Management
Property Collections Specialist Onboarding
Property Collections Specialist Onboarding
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Property Collections Specialist Onboarding

1
Provide official job description and performance expectations
2
Tour facilities and collections department
3
Introduce to team and key individuals
4
Detail company policies and procedures specific to property collections
5
Completion of necessary paperwork for collections department
6
Review of internal software and systems used for collections tasks
7
Provide collections agent handbook and resources
8
Initial property collections training and seminars
9
Discuss collections strategies and methods for various property types
10
Review of property collections legal and ethical guidelines
11
Shadowing experienced property collections specialist
12
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