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 TriVerity 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 financial institution. This is a regulatory mandate for compliance and is part of the TriVerity materials that you will receive
Ongoing, direct access resource with a TriVerity contact for questions and follow-up
Want to schedule an exclusive or hosted training? Contact Us
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Digital Training: Minimum 4-day training facilitated by TriVerity for your collection staff. Online virtual group and one-on-one meetings and observations are coordinated with the credit union. Additional days may be required depending on the number of staff included.
Exclusive Onsite Training: Minimum 4-day training facilitated by TriVerity for your collection staff.
Currently Scheduled Trainings
Onsite consultative evaluations have been suspended until further notice.
