Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a commercial loan reviewer.

A commercial loan reviewer analyzes and assesses the forwarded information by commercial applicants to ensure that it complies with the state legislations and the lending company's policy. He/she specializes only on commercial customers.

Other duties include reviewing portfolio focusing on various factors such as quality of asset, commercial loan type, risk, and size, ensuring that the information provided is compliant with the quality standards and keeps records of the review process. They also find errors in loans and validate rating system and also makes sure that lending processes are fair but still maintaining a profit-based strategy. Lastly, he/she may be involved in the review of appraisal files and other legal records.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments

COOPERATION WITH COLLEAGUES:

Accomplish all the goals set as a group to encourage teamwork spirit

Respect one another's personal views and work with what is acceptable to the company

[employee comments goal]
HANDLING STRESS:

Set clear boundaries between work and home; avoid answering work calls or replying work e-mails when one is having some time off work

Look for a trusted colleague or family member to talk to when faced with a problem in order to feel relieved and figure out what to do with the problem

[employee comments goal]
REALISTIC GOAL SETTING:

Set a timeline for each goal in order to identify and stick to specific actions that one needs to take to work towards that goal

Find a group of like-minded people in order to get new ideas on how to go about meeting own goals

[employee comments goal]
RESULTS ORIENTATION:

See the big picture on personal and company goals in order to work hard to achieve success

Focus on high-priority actions and try as much as possible not to get distracted by low-priority actions

[employee comments goal]
SELF-DISCIPLINE AND SENSE OF DUTY:

Develop personal standards; learn to regulate and correct own behavior whenever one gets out of track

Prioritize tasks and activities in order to know what is important and how one needs to structure own work schedule

[employee comments goal]
FINANCIAL MANAGEMENT:

Become knowledgeable about the different types of loans available in order to make an informed decision

Come up with ways to reduce expenses; look for products that one can reduce the costs without affecting their quality or impact

[employee comments goal]
BUSINESS TREND AWARENESS:

Pay special attention to new trends and implement change towards them

Encourage the use of smart analytics to track statistics, monitor competition, and analyze ranking in the market

[employee comments goal]
DIVERSITY AWARENESS:

Lead in driving positive change and become the spokesperson to promote diversity issues and concerns of others

Participate in events that are diversity-related and put extra effort in promoting them

[employee comments goal]
SCHEDULING:

Apply the best practices and standards when scheduling projects and other activities

Maintain an updated list of activities and track all project schedules

[employee comments goal]
TECHNICAL SKILLS:

Learn more about the basics of troubleshooting and maintaining a wide range of devices and machines

Put extra effort to learn how to operate a wide range of devices and machines

[employee comments goal]

Summary

Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date: