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.

Respects authority from the team leaders, supervisors as well as managers

Leads others to embrace challenging projects that no one wants to work on

2

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

Takes one's annual leave each year and makes sure that one has a proper break from work

Makes sure to have one or two colleagues who are willing to assist in the time of stress in order to reduce one's stress level

2

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.

Sets a timeline for each goal in order to make it more achievable, track own progress and stay accountable

Makes goals for oneself without being concerned about what others want in order to make them personally meaningful

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

Generates enthusiasm and commitment from others in order to set and achieve challenging goals or objectives

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.

Uses momentary distractions to replace the behavior one wants to control actively

Limits time spent on unproductive activities that keep one from completing own projects or accomplishing goals

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.

Applies for loans when the company finances are still in good shape in order to increase chances of securing the loans

Develops comprehensive financial statements or loan proposals in order to establish a strong relationship with lenders and secure loans

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.

Possesses an enhanced forecasting ability and predicts future trends with a high level of accuracy

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.

Often assesses whether the current procedures, practices, and policies are diverse

Often welcomes and considers the ideas and views of other people

2

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

Focuses on identifying more important tasks first and balances both quality and quantity

Shows willingness to learn how to have a work-life balance and create more time for both work and family

2

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.

Seeks for assistance when solving complicated problems and does not shy away from new challenges

Understands how to follow technical specifications when designing new systems

2

Self Evaluation

Self Evaluation Question

Employee Comments

COOPERATION WITH COLLEAGUES:

Do you cultivate a team spirit through all forms of communication?

What weaknesses have you noticed and how are you working on them?

[employee comments]
HANDLING STRESS:

Give an example of a time when you have worked with a team that was facing a very stressful situation. How did you help the team members handle the situation?

What steps have you followed in the past to avoid distractions at work and remain positive-minded?

[employee comments]
REALISTIC GOAL SETTING:

Describe step-by-step, how you go about setting your goals. How do you determine your goals' requirements?

How do you prioritize your goals in order to make them more achievable?

[employee comments]
RESULTS ORIENTATION:

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

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?

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

[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 an important project has failed due to poor financial management. What was wrong with the finances and how did you fix it?

[employee comments]
BUSINESS TREND AWARENESS:

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

What strategies are you using to survey your competitors and are you noticing any results?

[employee comments]
DIVERSITY AWARENESS:

What have you done to encourage the implementation of strategies that attract diverse applicants for vacant positions?

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

[employee comments]
SCHEDULING:

What efforts are you making to update your list of activities and track project schedules?

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 do you to ensure that your technical skills are current?

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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