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

A Credit Risk Manager is responsible for protecting the business from credit losses by reviewing and assessing the financial history of the company to determine if they are a good candidate for a loan. This position determines the risk of default to the lender, not with a simple yes or no but with an analysis that may lead to a more detailed report.

More job responsibilities include - credit risk reporting on deviations from the set limits and also concentrating on counterparty ratings, exposures, and concentrations, monitoring both expected and unexpected losses as well as reviewing positions, interacting and understanding the risk compliance measures being implemented and ensuring the standards are set, setting limits.

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

JUDGMENT SKILLS: Judgment is the ability to make a decision or form an opinion wisely especially in matters affecting action, good sense and discretion.

Compares the leadership potential and personal commitment of different project team members when choosing a project manager

Avoids snap judgment and decisions; takes the time to jot down potential solutions to situations before making a call

2

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.

Proposes different ways to do things and understands the value of other ideas and ways of doing things

Is attentive when performing tasks or doing projects or when interacting with people from different backgrounds or countries

2

TEAM BUILDING: Team Building represents various types of activities used to enhance social relations and define roles within the different teams at the workplace.

Manages relationships with co-workers and management in a professional manner

Always volunteers whenever large projects that need many hands come knocking

2

MANAGEMENT SKILLS: Management Skills are also known as leadership skills and involve planning, decision making, delegation, time management and time management to ensure optimum organization in focus and the technical of how and why of accomplishing tasks.

Manages the assigned team in an excellent manner without any flaws

Plays three vital roles in managing others ? counselor, friend and boss while managing all the three efficiently

3

PERSONAL GROWTH: Personal Growth is the improvement of one's awareness, identity, developing talents and potential to facilitate the growth of oneself and the position they handle at the workplace.

Displays excellent management skills in how to manage time and resources

Takes work very seriously and gives no excuse to be absent

2

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

Pushes aside the work planned for the day to respond to an emerging problem

Works overtime to help a colleague meet a deadline for a certain proposal

2

MONITORING OTHERS: Monitoring others is tracking employee activities monitor the worker engagement with the workplace-related tasks.

Takes note of a person's reaction the moment they are given a piece of news in order to understand their true thoughts and feelings

Keeps employees accountable by regularly having conversations about how their goals are progressing

2

PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal.

Speaks positively to own bosses and provides quality feedback about the people one works with

Introduces oneself to colleagues at social work events such as retreats, holiday parties, and conferences in order to know them better

2

SEEING POTENTIAL PROBLEMS: Seeing Potential Problems is the ability to structure the current situations and identify developments that could cause problems in the future.

Assigns team members deadlines for the projects that are much earlier than what one actually needs in order to give time for changes and other reviews

Regularly checks in with team members either in person or by phone in order to see how things are going and address issues

2

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

Is always ready for risky times; ensures that the company has a risk strategy in place just in case there is a problem in the business environment

2

Self Evaluation

Self Evaluation Question

Employee Comments

JUDGMENT SKILLS:

Describe a time when you have had to think on your feet in order to extricate yourself from a difficult situation. What was the outcome

Do you usually analyze information better alone or with a group? Why? When do you seek assistance from other employees?

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

Describe a situation where you have provided advice on procedures and the use of the company resources. Was your advice taken? If yes, what was the outcome?

In your opinion, what are some of the common procedures that should be eliminated in your company? Explain why.

[employee comments]
TEAM BUILDING:

Are you a team player or a mere observer? What do you need to change?

What is one specific lesson you learned from your team that you could not learn by working alone?

[employee comments]
MANAGEMENT SKILLS:

What role have you played in your team and their success?

What are the most important values you demonstrate as a leader?

[employee comments]
PERSONAL GROWTH:

Do you make an immediate corrective action based on the coaching or feedback you receive?

What changes do you need to inject in your personal goals to make you better?

[employee comments]
ADAPTABILITY:

Were there times you had to take in a new task when you were still heavily involved with another one?

Can you think of a time when your task or project suffered a setback? How did you react?

[employee comments]
MONITORING OTHERS:

How do you make sure the other person doesn't know you are observing them?

Do you prefer to work in a company where employees are constantly monitored or one where they are not? Why?

[employee comments]
PERSONAL RELATIONSHIPS:

How do you establish rapport with other employees? What are some of the things that you have done to gain their confidence?

What have you done to improve the relationship between you and your bosses? How has this relationship benefited your career?

[employee comments]
SEEING POTENTIAL PROBLEMS:

Describe a solution that was implemented primarily due to your ability to see potential problems. What was the problem?

How have you helped employees who are behind schedule to improve their performance and meet deadlines?

[employee comments]
FINANCIAL MANAGEMENT:

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

Describe a time when your company was successful in reducing its expenses. What are some of the strategies you used and how did the company benefit from this?

[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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