Elements and Performance Criteria
- Plan and prepare procedures
- Interpret and confirm client’s written instructions
- Identify relevant legal and procedural issues for consideration and action in accordance with legislative requirements and organisational policy and procedures
- Check all appropriate mercantile data for relevant information to determine subject’s whereabouts and credit history
- Develop appropriate plan for contact, with most appropriate means of communication selected
- Negotiate debt payment and settlements
- Establish contact and build rapport with subject, using most appropriate means of communication
- Propose and negotiate debt payment and settlements with subject, according to organisational policy and procedures, and client needs
- Discuss outcomes with management, when required, and document recommendations clearly and concisely providing reasons for proceeding, not proceeding or strategies for taking further action with debt payment and settlements
- Present recommendations to client and implement
- Present documented recommendations to client and obtain agreement on how to proceed
- Initiate legal process, when appropriate, in line with client needs and legal requirements, and progress in accordance with court requirements
- Complete necessary supporting documents correctly and in line with court requirements