Use this step by step explanation to craft a good employee performance feedback review for a credit investigator. Find the right words with quality phrases.
A credit investigator is tasked with the responsibility of performing credit checks on loan applicants to determine whether they are capable of repaying the loans and credit they are being offered. He or she will vet the applicants to determine their suitability to make the credit application and to repay the same promptly.
Besides that he or she will get to perform the following roles; Authorize credit charges against customers' accounts, investigate credit history for individuals or business establishments applying for credit, interviewing applicants to obtain their personal and financial data, determine the worthiness of credit, process applications and notify customers on whether the credit has been approved or rejected.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
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 |
|---|---|---|
| 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. | Always thinks outside the box when crafting solutions to challenging situations Does not rely on conventional methods to solve problems but addresses each situation with an innovative viewpoint | 3 |
| EMPATHY: Empathy is the understanding of another person's condition from their perspective by placing yourself in their shoes and feeling what they are feeling. | Takes pride in helping other employees by acting on their needs and concerns and helping them to bring the best out of them Takes an active interest in colleagues concerns and shows sensitivity to their feelings and perspectives | 3 |
| HANDLING STRESS: Handling Stress is the skill to balance the requirements of the job and your abilities or available resources in performing it. | Sets aside time for the things one enjoys doing such as listening to music, meditating, exercising or reading in order to relax one's mind Does not over commit or offer to take on projects when one does not realistically have enough time | 3 |
| MONITORING OTHERS: Monitoring others is tracking employee activities monitor the worker engagement with the workplace-related tasks. | Compares a person's baseline reading with a later behavior in order to get a clue on what they might want to hide or how they express their true feelings Keeps employees accountable by regularly having conversations about how their goals are progressing | 2 |
| RESULTS ORIENTATION: Results Orientation is knowing and focusing on outstanding results and working hard to achieve them because they are significant. | Utilizes tools and techniques that ensure that projects and goals remain on target and within the set budget Checks results in order to make sure that solutions are effective and takes the necessary action if resolution has not been accomplished | 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. | Exercises gratitude in order to move away from constantly wanting what one doesn't have and towards appreciating what one has Tries to complete hard assignments first in order to gain confidence and the motivation needed for the rest of the day | 3 |
| BUSINESS ETIQUETTE: Business Etiquette is a basic framework of rules set by companies to ensure and allow you to understand the way you should conduct yourself in the professional world. | Maintains a neutral tone when disagreeing with what others are saying Avoids criticizing others and accepts that everyone is trying their best | 2 |
| DIVERSITY AWARENESS: Diversity Awareness is the understanding that people are different and unique in their particular way and respecting their uniqueness. | Participates in events that are diversity-related and makes efforts to promote them Shows willingness to embrace people from diverse backgrounds and avoids alienating others | 2 |
| TRAINING OTHERS: Training is the ability to expand the knowledge base by learning new truths that are useful in the workplace. | Outstands in learning complex skills and has a positive attitude towards complex training sessions Learns new concepts quickly and applies them in completing projects and in realizing career 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 |
|---|---|
| CREATIVITY: Have you exhausted all your creative skills and solutions that would be beneficial to the business? Do you value and implement creative skills that you learn from others | [employee comments] |
| EMPATHY: Can you think of a time when you had to deliver less than ideal news? How did you go about it? Have you ever decided to delay presenting some information to a colleague because you felt the timing was not right? | [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] |
| MONITORING OTHERS: What are some of the monitoring policies you have in your company? How do you make sure the employees follow the policy of timekeeping? Is there a time when you have had changes in monitoring policy? What have you done to make sure that employees are aware of changes in the monitoring policy? | [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 one time when you have worked the hardest. What motivated you to work hard and what was the outcome? | [employee comments] |
| BUSINESS ETIQUETTE: What efforts are you making to improve your dressing code? What efforts are you making to respond to messages promptly and always call back? | [employee comments] |
| DIVERSITY AWARENESS: What have you done to encourage the implementation of strategies that attract diverse applicants for vacant positions? Have you ever made a joke that offended the beliefs of someone else and how did you rectify the situation? | [employee comments] |
| TRAINING OTHERS: How often do you encourage team members to take part in training sessions? What are you doing to prepare for training sessions ahead of time? | [employee comments] |
| TECHNICAL SKILLS: Can you describe a time when you saved time by applying your technical skills to automate a process? How often do you train others in your area of expertise and how often do you share your knowledge? | [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: |