Use this step by step explanation to craft a good employee performance feedback review for a billing credit analyst. Find the right words with quality phrases.
A Billing Credit Analyst is responsible for analyzing credit and financial reports to determine the risk involved in loaning money or extending credit. This post scrutinizes economic data like the market share, income growth and management quality to decide if loans will be lucrative.
The primary responsibilities include reviewing individual or commercial customer files to identify and select delinquent accounts for collection, completing loan applications, including credit analyses and summaries of loan requests as well as submitting to loan committees for approval, comparing liquidity, profitability and credit histories of individual or company being evaluated with similar establishments to determine risk, compiling reports regarding finance and credit data, compiling data regarding funding and credit data.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
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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 |
|---|---|---|
| CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking. | Evaluates ideas and opinions in an unbiased manner without favoritism. Thinks through issues in a very logical manner that results in finding the best solution to a problem. | 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. | Possesses superior administrative skills and knowledge and effectively applies them to the various work related assignments. Manages to accomplish set goals and objectives within the stipulated timeframe and with minimal resources. | 3 |
| CREATIVITY: Creativity is the skill of turning new and imaginative ideas into reality through the ability to perceive the world in new ways, find hidden patterns, make connections between unrelated phenomena and generate solutions. | Has an admirable artistic aspect that showcases in every project or work done Great at creating new and innovative solutions to common problems | 3 |
| ADAPTABILITY: Adaptability is the ability to cope with and adapt to unexpected situations in any environment and staying connected with a great attitude. | Encourages others to take the initiative when new projects come along and to quickly adapt to situations Works overtime to help a colleague meet a deadline for a certain proposal | 2 |
| COMPETITIVENESS: Competitiveness is the skill of being able to compete as a team or a company with other enterprises in the same line of entrepreneurship and emerging as the winner. | Invests quality time, energy and money for personal improvement and development Focuses on the clients' exact demands and remains committed to meeting those demands | 3 |
| ENTHUSIASM: Enthusiasm is an intense enjoyment or a lively interest in a certain thing with a zest and a strong belief that can be felt by those around you. | Shows creativity when collaborating with other employees on their goals Shows interest in one's own work and offers tips for getting the job done more efficiently to others performing the same task | 2 |
| RESULTS ORIENTATION: Results Orientation is knowing and focusing on outstanding results and working hard to achieve them because they are significant. | Identifies and meets with the appropriate parties in order to develop an understanding of the set goals and desired results Brainstorms different solutions to a problem and stays focused until a viable solution is found and implemented | 3 |
| DIVERSITY AWARENESS: Diversity Awareness is the understanding that people are different and unique in their particular way and respecting their uniqueness. | Possesses the ability to create a common vision and works hand in hand with everyone when implementing programs Leads in promoting professional development courses and forums that enhance diversity | 3 |
| TRAINING OTHERS: Training is the ability to expand the knowledge base by learning new truths that are useful in the workplace. | Leads in participating in specialized training programs and seeks for more specialized training opportunities Concentrates in all training sessions and avoids distracters while learning | 3 |
| WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company. | Excels at classifying information and structuring reports and proposals in an appropriate format Leads in preparing reports and proposals that persuade and provide information | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| CRITICAL THINKING: Elaborate on a given occasion that you made the best decision. How did you feel about it? Do you usually look at issues in a one-sided manner or at different angles? | [employee comments] |
| ADMINISTRATIVE SKILLS: Do you think you are a good role model to your junior staff? How objectively are you when handling issues and are you governed by reason or emotions when performing your administrative roles? | [employee comments] |
| CREATIVITY: Are there better methods you know of that can make the company more profitable? Are you interested in becoming better in your creative skills? | [employee comments] |
| ADAPTABILITY: Were there times you had to take in a new task when you were still heavily involved with another one? 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] |
| COMPETITIVENESS: What are some of the things you have done to help co-workers improve their professional competitive skills? Have you ever participated in a networking event? How did you interact with other people attending the event? | [employee comments] |
| ENTHUSIASM: Think of a time you had an idea and you got other employees to follow you. What was the idea? Is there a time when you did not think a situation could not get any worse and then it did? | [employee comments] |
| RESULTS ORIENTATION: Describe a particular time when you have been effective in prioritizing tasks and accomplishing a goal on schedule. What are the challenges you faced and how did you overcome them? How do you motivate your team members to stay focused on achieving results? | [employee comments] |
| DIVERSITY AWARENESS: What efforts are you making to promote professional development courses and forums that enhance diversity? Have you ever made a joke that offended the beliefs of someone else and how did you rectify the situation? | [employee comments] |
| TRAINING OTHERS: What are you doing to concentrate during training sessions and do you encourage others to concentrate? Can you think of a situation where you improved your learning after evaluating learning outcomes of a training session? | [employee comments] |
| WRITING REPORTS AND PROPOSALS: How often do you encourage others to learn how to integrate primary data and secondary sources accurately? Can you think of a situation you failed to use an appropriate writing style? How did you correct the mistake? | [employee comments] |
Summary |
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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: |