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

A Credit Clerk is responsible for working directly with consumers in the consumer finance department to assess and evaluate credit worthiness when applying for a loan.

The duties of this position include keeping records of credit transactions, deposits and payments, conferring with customers who have delinquent accounts to make payment, notifies customers by mail or telephone or in person the acceptance of rejection of application, sending letters and brochure to solicit business from prospective clients, establishing credit limit while considering such factors as applicant's assets, credit experience, personal references based on predetermined standards, processing applications for loans and credit, interviewing applicants to obtain personal and financial data as well as filling out applications.

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

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.

Always questions what the team is doing to try to ensure that everyone is benefiting.

Shows great skill and ability to be resourceful in a team and uses available resources to achieve the highest possible results.

3

ADMINISTRATIVE SKILLS: Administrative Skills are all the services related to the running of a business or keeping an office organized while supporting the efforts of the management team.

Always seeks to improve by seeking and providing constructive feedback.

Manages to accomplish set goals and objectives within the stipulated timeframe and with minimal resources.

3

LEADERSHIP SKILLS: Leadership Skills are soft skills that assist leaders in positively interacting with employees or team members to make the workplace a great place.

Manages the department that is popularly known for its high level of teamwork

Treats all employees with respect making them feel valued and worth

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

Actively seek out opportunities to take on the most demanding and difficult tasks

3

PHYSICAL ABILITIES: Physical Abilities is the ability of one's strengths and limitations that are also known as the individual resources to perform well at the tasks given.

Leads a team of heavy lifters who run heavy equipment and machines with ease

Great experience at solving complications that occur during work sessions

3

ADAPTABILITY: Adaptability is the ability to cope with and adapt to unexpected situations in any environment and staying connected with a great attitude.

Offers to cover the responsibilities of a colleague while he/she is on vacation

Shifts attention to a client entering the facility even though immersed in detailed task

2

TIME MANAGEMENT: Time Management is the capacity for an individual to assign specific time slots to activities as per their importance and urgency to make the best possible use of time.

Trusted to deliver urgent work without compromising on quality and preciseness

Excels at estimating the time required for completing projects and manages to complete more work in less time

3

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

Seeks assistance when handling customers with special needs and works well with most customers

Puts more effort in providing feedback on time after a customer makes an inquiry

2

DIVERSITY AWARENESS: Diversity Awareness is the understanding that people are different and unique in their particular way and respecting their uniqueness.

Demonstrates technical mastery of diversity issues and sets universally acceptable goals

Leads in promoting professional development courses and forums that enhance diversity

3

PROCESS IMPROVEMENT: Process Improvement is the creation of new processes or improving the existing ones that will work and take your corporation to the next level.

Starts all process improvement efforts with clear objectives and always identifies processes that fall within the context of business goals

Eliminates steps that do not add value to a process and optimizes the steps that add value to a process

3

Self Evaluation

Self Evaluation Question

Employee Comments

TEAMWORK SKILLS:

Do you make your voice heard on team issues, or you allow others to come up with the ideas?

Give an instance you helped your team members to finish their tasks before the deadline?

[employee comments]
ADMINISTRATIVE SKILLS:

Being in a leadership role, do you feel you influence those around you positively?

Give an instance, or example that you can say is your proudest moment of being in an administrative capacity?

[employee comments]
LEADERSHIP SKILLS:

Do you lead others where you are not willing to go?

Are you likely to favor and compromise justice in the event of a conflict?

[employee comments]
DEDICATION TO WORK:

Do you criticize the company or work hard to give it your level best?

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

[employee comments]
PHYSICAL ABILITIES:

Are you willing to help out in tasks that require manual strength

Do you communicate effectively to ensure adequate use of equipment or machines?

[employee comments]
ADAPTABILITY:

Do you prefer an environment with a structured routine or one with new experiences?

Is there a time you had to adjust to a colleague's working style or technique in order to meet a deadline or achieve an objective?

[employee comments]
TIME MANAGEMENT:

Can you point out the things distracted you from delivering work on time?

Do you make your schedules flexible enough to accommodate emergencies?

[employee comments]
CUSTOMER SERVICE:

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

Are there any instances where you delayed responding to a customer and did you give any explanations for the delay?

[employee comments]
DIVERSITY AWARENESS:

What have you done to increase your understanding of the perspectives of others?

What efforts are you making to welcome and consider the ideas and views of other people?

[employee comments]
PROCESS IMPROVEMENT:

What efforts are you making to learn more about new procedures?

Have you ever failed to map existing processes and how did you correct the mistake?

[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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