Use this step by step explanation to craft a good employee performance feedback review for a credit manager. Find the right words with quality phrases.
A credit manager is responsible for coordinating and overseeing the lending process including loan application, review, underwriting, approval or disapproval. He/she oversees the process of lending following the relevant procedures.
Since this is a managerial position, he/she leads the team in researching about the customer be it an individual or a firm and ensures that all the information related to employment history, debt-to-income ratio, income, and credit history is reviewed and recorded in preparation for decision making. He/she is also charged with the mandate of making the final decision on loan approval even if they work with the committee. Upon approval of a loan, he/she is required to prepare the necessary documents with all the terms of the loan. Finally, he/she may also be involved in tracking the repayment progress.
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 |
|---|---|---|
| JUDGMENT SKILLS: Judgment is the ability to make a decision or form an opinion wisely especially in matters affecting action, good sense and discretion. | Creates time to research possible logistical or legal problems associated with a new company policy before implementing it Selects the best option and avoids vagueness or weak compromises in trying to please everyone | 2 |
| KNOWLEDGE OF JOB: Knowledge of Job is essential to every employee who needs to have a clear understanding of how their jobs fit into the overall organization to eliminate carelessness and laxity. | Asks one's supervisor what the expectations of a certain project are and works towards meeting those expectations Is always productive; gets the work done and moves on to the next thing as quickly as possible | 2 |
| CRISIS MANAGEMENT: Crisis Management is the application of strategies that are designed to help an organization deal with a sudden and significant negative event. | Speaks about the magnitude of the situation at hand without alarming the employees Is courageous enough to make decisions that one believes to be the right ones | 2 |
| PLANNING AND SCHEDULING: Planning and Scheduling are the act of establishing a plan for a set of tasks that needs to be completed and including when they should be done. | Organizes and plans projects and workload to prevent overlaps or gaps in responsibilities Files projects details systematically to avoid a mix-up in information | 3 |
| ADAPTABILITY: Adaptability is the ability to cope with and adapt to unexpected situations in any environment and staying connected with a great attitude. | Encourages others to take the initiative when new projects come along and to quickly adapt to situations Works overtime to help a colleague meet a deadline for a certain proposal | 2 |
| SELF AWARENESS: Self Awareness is the ability to have a sound understanding of who you are as a person and how to relate to the world in which you live by understanding your strengths and weaknesses and how to manage them in the workplace. | Remains calm, actively listens and tries to focus on the positive in order to manage challenges and maintain momentum in day-to-day work Maintains awareness of one's own emotions and uses this knowledge to guide one's actions and to think in a favorable manner | 2 |
| PERSONAL COMMITMENT: Personal Commitment is an obligation that you have voluntarily agreed to fulfill without being cajoled or threatened and are willing to be held accountable for the results. | Sets an example for colleagues who don't have the experience and confidence to go through the difficult times Reflects on one's own weaknesses and determines which personal qualities can be strengthened to advance one's own goals | 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. | Sets a timeline for each goal in order to make it more achievable, track own progress and stay accountable Keeps the list containing own goals in a place where one can frequently reference them in order to stay motivated | 2 |
| RESOURCE USE: Resource Use is the ability to utilize the office supplies effectively while avoiding any wastage and ensuring everything is used correctly. | Makes sure that all resources are aligned and that every team member is working towards a common goal Continuously updates the resource capability database with pertinent information in order to keep track of every resource | 2 |
| INTERCULTURAL COMPETENCE: Intercultural Competence is the knowledge and skills to successfully interact with people from other ethnic, religious, cultural, national and geographic groups. | Discourages intolerance between individuals and groups with different cultural practices and beliefs Attends and promotes group meetings and events that include people from different cultures | 2 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| JUDGMENT SKILLS: Can you give two examples of situations where you have used logic and good judgment in solving a problem? How did you go about it? Can you describe step by step, how you would brainstorm possible themes for a fundraising campaign in your company? | [employee comments] |
| KNOWLEDGE OF JOB: In your opinion, do you think knowledge of your area of responsibility had benefited your company in any way? If yes, how? How do you make sure you have all that is needed to perform a certain task or accomplish different goals? | [employee comments] |
| CRISIS MANAGEMENT: Describe a time when a task you were handling was hit by a major crisis. How did you go about it? Describe a time when you have had to use shortcuts to solve a problem. What were the consequences, if any? | [employee comments] |
| PLANNING AND SCHEDULING: Are there any new goals or responsibilities that you have assumed since your last evaluation? How have you been of help to others in accomplishing goals within the set time? | [employee comments] |
| ADAPTABILITY: Do you prefer an environment with a structured routine or one with new experiences? Give a situation where you had to present to a group of clients with little or no preparation. What challenges did you face? | [employee comments] |
| SELF AWARENESS: Describe times when you have been in a good mood at work. What impact did that have on your performance and colleagues? What is one area you have consistently developed in the last year? | [employee comments] |
| PERSONAL COMMITMENT: Describe a time when you did not deliver your promise. What was the promise? How did you fix the situation? Is there a time when you faced challenges when working on a project? What did you do to remain determined to finish the project? | [employee comments] |
| REALISTIC GOAL SETTING: Is there a time when you have faced challenges setting goals? What were the challenges and how did you overcome them? What have you done to help other people to set realistic goals? Give the last time you did this | [employee comments] |
| RESOURCE USE: What basic rules have you followed for successful resource planning? How has this helped you to manage resources effectively? What are some of the project management tools that you have used to keep track of your projects or automate important aspects of a project? | [employee comments] |
| INTERCULTURAL COMPETENCE: Are you actively involved in celebrations and events that feature people with different cultures? Are you actively involved in professional development courses and forums that enhance intercultural competency? | [employee comments] |
Summary |
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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: |