Advanced Collection Concepts
On-Demand Webinar:
StreamedOct 8, 2026Duration90 minutes
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Great collectors recover accounts.
Great collection strategies strengthen the entire
portfolio. This webinar will equip experienced collection professionals with
advanced strategies for portfolio analysis, risk segmentation, data driven
decision-making, and performance optimization to improve recovery results while
maintaining compliance.
KEY WEBINAR TAKEAWAYS
- How to shift from managing individual accounts to proactively managing portfolio performance and emerging risk
- Improving borrower engagement by delivering the right message through the right channel at the right time
- Transforming collections into a strategic advantage by using technology and data to improve recoveries and strengthen portfolio performance
- How to utilize analytics and risk segmentation to prioritize accounts, optimize resources, and make better collection decisions
BONUS MATERIALS
- Advanced collections portfolio performance dashboard
- Risk segmentation and collection strategy matrix
- Collections strategic action planning workbook
WEBINAR DETAILS
This session is designed for experienced collectors
and managers ready to elevate their expertise. Moving beyond day-to-day
techniques, we explore strategic frameworks, analytics, and decision-making
processes that drive long-term collections success. Attendees will examine
portfolio trends, risk segmentation, and behavioral indicators influencing
borrower performance and recovery potential. Learn to optimize contact timing,
channel selection, and resource allocation while navigating advanced compliance,
cross-department collaboration, and portfolio-level performance measurement.
Walk away with actionable insights to shift from reactive collections to
proactive, data-driven portfolio management that enhances institutional
results.
WHO SHOULD ATTEND?
- Chief lending officer
- Chief financial officer
- Collections manager
- Lending manager
- Collections supervisor
- Risk management
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Presented By

Reed & Jolly, PLLC
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