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

A credit processor has the primary task of ensuring that all loan applicants get their loans on a timely basis to protect the company's credibility and inform them in the case of any loan issues such as late payments and bankruptcies. He or she will ensure that all borrowers attain the requirements for borrowing loans and credit.

Other duties that he or she will perform are; determining applicant's eligibility and suitability for applying for the loans; keep clients up to date with all the loan process, rules and obligations; access credit scores for all loan applicants; identifying customers? needs and seeing to it that their needs are meet as well as to ensure that all loan documents are up to date and maintained properly for easy referencing.

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

WRITING SKILLS: Written Communication involves the interaction that makes use of the written word with precision and logic making it the very common form of business communication.

Knows how to play excellently with mini-stories in a way that captures the readers.

Avoids the usage of overly long sentences while developing content.

3

NEGOTIATION SKILLS: Negotiation Skills are a deliberative process by which people settle their differences through an acceptable agreement to both parties to co-exist without argument and dispute in the workplace.

Engages the other party in a nice way that builds rapport and makes the other person relaxed and comfortable.

Shows great confidence and composure while negotiating with other people on issues.

3

KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise.

Identifies patterns across situations that are not obviously related as well as key and underlying issues in difficult situations

Is able to understand both internal and external client's needs and concerns and to provide sound solutions or recommendations

3

ORIENTATION TO WORK: Orientation to Work is the introduction that is given to a new worker whereby he is introduced to coworkers and given relevant information like schedules, performance standards, benefits and facilities, names of the supervisors, etc.

Balances and satisfies the needs of all the relevant stakeholders

Always reliable, timely and efficient in making difficult work related decisions

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

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

Continuously looks for and acts upon opportunities in order to improve service, quality and productivity standards of the company

Develops personal work plans, with a corresponding contingency plan for each, in order to structure work and receive the required results

2

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.

Pays attention to own mistakes in order to learn new ways to deal with them if they happen again in the future

Refrains from making an ethical decision without first learning the rules; asks own bosses for help before jumping into uncertain situations

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

Possesses exceptional understanding of the perspectives of others and demonstrates mutual respect, equity, and fairness

3

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

Leads in encouraging team members to put extra effort in taking part in crucial training sessions

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.

Trains others in an area of expertise and always shares knowledge with colleagues

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

3

Self Evaluation

Self Evaluation Question

Employee Comments

WRITING SKILLS:

How do you receive feedback and do you set yourself to apply the ones you feel are beneficial to your writing?

Do you take online courses to help yourself to improve your mastery in writing?

[employee comments]
NEGOTIATION SKILLS:

How well can you rate your negotiation skills? Explain your answer.

Explain an instance that you hit a dead-end in a negotiation process. What did you do to reach a conclusion?

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

Can you give an example of one or two times when you have presented new information to key decision-makers to help them understand a situation?

What have you done to help improve your knowledge of your company's processes? How has this helped you and your colleagues?

[employee comments]
ORIENTATION TO WORK:

How well do handle pressure and stress in the workplace?

How well do you relate to your co-workers and management?

[employee comments]
HANDLING STRESS:

Describe a time when you have had a heavy workload. How did you handle it?

What ways do you use to identify your stress triggers? What do you do to make sure that the same stressful situation does not reappear?

[employee comments]
RESULTS ORIENTATION:

Describe a time when you have been very successful in accomplishing your goals. What made this possible?

How do you motivate your team members to stay focused on achieving results?

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

What are some of the challenges that you have faced when trying to accomplish your goals? Give specific examples

What would your boss or team members say about your behavior at work?

[employee comments]
DIVERSITY AWARENESS:

What are you doing to be seen as a person who can address diversity concerns of other people?

Can you think of a situation where you failed to accept diverse views? How did you correct the situation?

[employee comments]
TRAINING OTHERS:

What efforts are you making to apply skills learnt in training session to advance your skill set and career?

What efforts are you making to attend important training sessions?

[employee comments]
TECHNICAL SKILLS:

Have you ever made suggestions that improved an existing technical system?

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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