Nt1330 Unit 5 Exercise 1

Words: 485
Pages: 2

Earning Trust: RATING= 3
Ann, you consistently share information that is accurate and complete. You follow through on all requests and commitments, completing them in a timely and reliable manner. You make your Manager aware of task/assignment status and request assistance when needed. In addition, you demonstrate commitment to our Department’s goals, initiatives, policies and procedures through communication and actions.
Customer Orientation: RATING= 2
Ann, you greet your callers in a pleasant and professional manner, and take pride in your ability to either handle the inquiry immediately and/or direct them to the appropriate person according to their request. In your daily conversations, you provide prompt, friendly customer service
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You take time to share ideas during team meetings with your peers. Through your daily communication, you try to work in concert with credit personnel, collection management and the sales team to achieve the goals of the team. You must continue to focus on facilitating partnerships with the field, which will assist you in soliciting collection assistance from them.
Managing Work: RATING= 3
Ann, you approach your portfolio and the collector’s position with a “can do” attitude. When dealing with account issues, such as keying unapplied payments, identifying skipped invoices and determining the reason for chargebacks, you strive to resolve these issues as soon as possible. Your challenge will be to improve upon your 2016 collection results and continue to handle account situations and manage your time effectively while maintaining a high level of service to both your internal and external customers.
Decision Making: RATING= 3
Ann, you possess the skills to solve basic account problems, e.g., unapplied payment, skipped invoices and chargebacks. You analyze account data, gather additional information through effective questioning and make appropriate