Use this step by step explanation to craft a good employee performance feedback review for a credit adjustment clerk. Find the right words with quality phrases.

A Credit Adjustment Clerk is responsible for receiving complaints and negotiating with unhappy or unsatisfied customers directly through the telephone to resolve their inquiries that are bank and credit card, retail or wholesale purchases and insurance related.

Other important tasks include establishing credit limit while considering factors like applicant's assets, credit experience, personal references that are based on predetermined standards, calls or writes to credit bureaus, employers, personal references to check credit and personal references, processing applications for individuals who are applying for loans and credit, interviewing applicants who need to obtain personal and financial data and filling out the applications, notifying customers by email, phone or in person the acceptance or rejection of their request, sending forms, letters and brochures to solicit business from prospective clients.

Employee Performance Review Sample

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

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

VERBAL COMMUNICATION: Verbal Communication is the use of tones and language to relay a message; it aids as a vehicle for expressing ideas, concepts and it, is critical to the daily running of the business.

Always thinks before talking hence minimizes saying something that might be hurtful or stupid.

Has a good attitude towards change and is open to being corrected.

3

TEAMWORK SKILLS: Teamwork is the process of collaboratively working with a group of people with an aim to achieve a set goal within a business ensuring that the staff and management cooperate using their skills and provide constructive feedback.

Offers workable solutions to the various problems and ideas being faced by the team.

Displays good planning and organizing skills and ensures that all team activities are run in a proper manner.

3

MOTIVATING OTHERS: Motivating is using persuasion, incentives and mental or physical stimulants to influence the way people think or behave individually or in groups.

Makes a list of all the positive things at work and tries to think about them when one feels demotivated

Takes occasional breaks between tasks or projects in order to refresh one's mind and feel motivated to work

3

PLANNING AND SCHEDULING: Planning and Scheduling are the act of establishing a plan for a set of tasks that needs to be completed and including when they should be done.

Personally, coordinates work and the working area leaving no clutter in sight

Establishes plans, policies, and practice that improve performance and productivity

3

APPRAISAL AND EVALUATION SKILLS: Appraisal and Evaluation Skills are services that allow employers to assess their employees? contributions to the organization for the period they have been working with them.

Maintains a positive outlook even when performance is not very pleasing

Highly seasoned with professional skills with versatile expertise in various areas

3

APPEARANCE AND GROOMING: Appearance and Grooming are the way one presents themselves in a professional environment or the workplace with the aim of gaining positive impression and respect as well.

Motivates team members and always leads the others by example

Adheres to the traditional culture of honor and respect for one another

3

DEDICATION TO WORK: Dedication to Work is a devotion or setting aside the scheduled time that you are required to work each day consistently without fail as well as being on time and giving 100% of your efforts to doing quality work.

Displays an unwavering dedication to the company and its mission

Highly certain of the ability to get any job done and done well

3

ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it.

Enjoys attending meetings; likes being at the center of challenging and thoughtful discussions that lead to decisions, initiatives and changes

Leaves work with items on one's to-do list and is excited about tackling the items the following day

3

PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal.

Demonstrates to colleagues that one is listening carefully by paraphrasing what they have said and asking follow-up questions

Copes with conflicts by listening actively and making sure to address the situation only after both parties have had a chance to calm down

3

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Shows an extraordinary ability to understand what customers are experiencing and is able to meet all their needs fully

Clearly outlines the steps needed to resolve a problem in the simplest way possible

3

Self Evaluation

Self Evaluation Question

Employee Comments

VERBAL COMMUNICATION:

Give an instance you were given the opportunity to talk to people. What was the reaction?

How do you respond to feedback and criticism and do you encourage people to give you feedback and citric your speech?

[employee comments]
TEAMWORK SKILLS:

How well do you work while you are on a team or a group?

Have you ever done anything that affected the team negatively? How did you manage it?

[employee comments]
MOTIVATING OTHERS:

Can you give an example of a time when you overcame a significant problem, which made you very proud of yourself?

Is there a time when you have not accomplished a task due to lack of motivation? What led to your lack of motivation? How did you fix it?

[employee comments]
PLANNING AND SCHEDULING:

Is there any area that takes additional time to plan and how do you intend to work on it?

What help do you require to become better in your planning?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

How do you balance quality and quantity in terms of the performance?

Do you work with the employees after the assessment to see better results?

[employee comments]
APPEARANCE AND GROOMING:

Do you respect the professional boundaries that the company has set in regards to dressing?

Are you able to tell others to present themselves professionally without feeling guilty of doing the opposite?

[employee comments]
DEDICATION TO WORK:

Are you available to do what is expected of you within a set timeline?

Do you give your very best in a group setting or you sit back and allow others to do your work?

[employee comments]
ENJOYMENT OF THE JOB:

What techniques and processes have you come up with to make your job easier or to be more effective at work?

Can you describe a working environment that makes you happy and more productive?

[employee comments]
PERSONAL RELATIONSHIPS:

Describe a time when you were successful in building a relationship with a difficult person at work. How did you go about it?

How do you make sure to keep the existing relationships with other employees and customers strong every single day?

[employee comments]
CUSTOMER SERVICE:

Were there any times you came across customers with special needs? How did you assist them?

What efforts are you making to gain more understanding about company products?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. 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:
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