Training

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Collection Department Success

  • Type: Exclusive Onsite Training
  • Duration: Minimum of 4 days
  • Cost: Contact for quote
  • Time: 9am - 4pm, unless otherwise specified
  • Overview: An objective, consultative evaluation of your collection department. You will receive recommendations based on one-on-one direct observation, group review, and interactive group discussions to help you develop a collection structure and process that is both effective and efficient.

  • Assessment of the overall collection department operation:
  • Verbal discussion and review of current procedures in use
  • Observation by shadowing during collection staff activities from the initial collection call to charge-off recoveries
  • Analyzing the staff's use of their collection software for maximum efficiency and effectiveness
    • Recommendations for improvements will be suggested by CU Recovery based on the assessment process to sharpen staff skills and create efficiencies
    • Provide and review written Process & Procedures guide with staff, updated with recommendations specific to your credit union.  This is a regulatory mandate for compliance and is part of the CU Recovery materials that you will receive
    • Ongoing, direct access resource with a CU Recovery contact for questions and follow-up

Want to schedule an exclusive or hosted training?
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Currently Scheduled Trainings

We will resume classes in the Fall.