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

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 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

COOPERATION WITH COLLEAGUES: Cooperation is the process of working with groups or teams for a common mutual benefit as opposed to working in competition or for selfish ambition.

Understands the value of completing projects as a team instead of alone

Works well with management, co-workers, and team members to ensure accomplishment of set goals

3

HANDLING STRESS: Handling Stress is the skill to balance the requirements of the job and your abilities or available resources in performing it.

Tracks one's stressors by keeping a journal to identify which situations create the most stress and how to respond to them

Sets realistic goals in order to avoid getting frustrated when they are not achieved and takes time to celebrate those that have been achieved

3

REALISTIC GOAL SETTING: Realistic Goal Setting is the skill to hone in the specific actions that we need to perform to accomplish everything we aspire to live.

Does some research on the skills one needs to learn or what lifestyle changes one needs to make in order to achieve a goal

Determines things that might happen outside own control, which could make it harder to achieve the goals

3

RESULTS ORIENTATION: Results Orientation is knowing and focusing on outstanding results and working hard to achieve them because they are significant.

Demonstrates a flexible approach to work on projects in order to achieve cost-savings and to achieve goals

Brainstorms different solutions to a problem and stays focused until a viable solution is found and implemented

3

SELF-DISCIPLINE AND SENSE OF DUTY: Self-Discipline and Sense of Duty is an active effort which helps in developing set ways for your thoughts, actions, and habits empowering your to stick to your decisions.

Sets realistic goals and develops strategies to achieve them on time and in the right way

Nourishes own mind, body, and soul in order to stay in a positive mood and get energy and motivation to accomplish tasks

3

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Considers renting equipment rather than buying in order to avoid maintenance costs and overpaying on equipment that is only required for a certain period of time

Follows up sent invoices using text messages or emails; creates set templates for SMS and email follow-ups

2

BUSINESS TREND AWARENESS: Business Trend Awareness is the capacity to be conscious of the changing ways in which the companies are developing in the marketplace.

Uses smart analytics to track statistics, monitor competition, and analyze ranking in the market

Possesses vast knowledge in scientific and technical market research and knows the business environment deeply

3

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

Implements exceptional strategies for attracting a fully diverse pool of applicants for vacant positions

3

SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects.

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

Demonstrates exceptional ability to work steadily towards both career and personal goals

3

TECHNICAL SKILLS: Technical Skills are the abilities and knowledge mostly related to mechanical, IT, scientific and mathematical needed to perform specific tasks in the workplace.

Always ahead of others in keeping technical skills current and in learning new complex skills

Demonstrates outstanding ability to operate a wide range of devices and machines

3

Self Evaluation

Self Evaluation Question

Employee Comments

COOPERATION WITH COLLEAGUES:

Are you willing to reconcile when a conflict occurs in the workplace?

Do you deserve a promotion gauging from the work you have done as a team?

[employee comments]
HANDLING STRESS:

How do you know a colleague is stressed up? What skills do you use to help colleagues manage stress?

Is there a time when your work has been criticized? How did you receive the criticism?

[employee comments]
REALISTIC GOAL SETTING:

How do you make sure that your own goals match the company goals?

What are some of the things that you have done to improve your ability to set realistic goals?

[employee comments]
RESULTS ORIENTATION:

Is there a time when you were not satisfied with the results you achieved for your goals? What was the problem?

When you have a lot of projects you need to complete, what do you do to accomplish them effectively and promptly?

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

Is there a time when you were not pleased with the outcome of your goals? If yes, how did you go about it?

Describe a time when you have been able to overcome a significant problem on an important project. How did you go about it?

[employee comments]
FINANCIAL MANAGEMENT:

Describe a time when your company has made a huge profit. What do you think made this possible?

In your opinion, when do you think is the best time for a company to borrow a loan from the bank? Explain your answer

[employee comments]
BUSINESS TREND AWARENESS:

What strategies are you using to get the latest information about current trends?

Can you think of a new trend that caught you unawares and how did you respond?

[employee comments]
DIVERSITY AWARENESS:

What efforts are you making to promote professional development courses and forums that enhance diversity?

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

[employee comments]
SCHEDULING:

What are you doing to create a balance between quality and quantity when scheduling tasks?

Can you think of a time you failed to schedule a task ahead of time? How did you correct the situation?

[employee comments]
TECHNICAL SKILLS:

What are you doing to improve your ability to troubleshoot and maintain basic devices and machines?

What efforts are you making to learn more about coding and programming?

[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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