Use this sample and step by step explanation to craft a meaningful employee performance feedback review for a credit adjustment clerk. Find the right words with quality phrases.

A Credit Adjustment Clerk is responsible for receiving complaints and negotiating with unhappy or unsatisfied customers directly through the telephone to resolve their inquiries that are bank and credit card, retail or wholesale purchases and insurance related.

Other important tasks include establishing credit limit while considering factors like applicant's assets, credit experience, personal references that are based on predetermined standards, calls or writes to credit bureaus, employers, personal references to check credit and personal references, processing applications for individuals who are applying for loans and credit, interviewing applicants who need to obtain personal and financial data and filling out the applications, notifying customers by email, phone or in person the acceptance or rejection of their request, sending forms, letters and brochures to solicit business from prospective clients.

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

VERBAL COMMUNICATION: Verbal Communication is the use of tones and language to relay a message; it aids as a vehicle for expressing ideas, concepts and it, is critical to the daily running of the business.

Always delivers talks or speeches before doing thorough research on the topic.

Maintains a boring conversation by asking close-ended questions that only require one-word answers.

1

TEAMWORK SKILLS: Teamwork is the process of collaboratively working with a group of people with an aim to achieve a set goal within a business ensuring that the staff and management cooperate using their skills and provide constructive feedback.

Knows how to receive and give constructive feedback to other team members.

Builds a good and beneficial rapport with fellow team members and always makes them feel appreciated.

2

MOTIVATING OTHERS: Motivating is using persuasion, incentives and mental or physical stimulants to influence the way people think or behave individually or in groups.

Does not invest in own workspace; Chooses equipment that is difficult and uncomfortable to use thus is unable to remain motivated at work

Feels overwhelmed when there is too much work to do which kills one's motivation

1

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.

More concerned with being prepared than getting the job done

Assumes a wait and see approach on every project without taking any action

1

APPRAISAL AND EVALUATION SKILLS: Appraisal and Evaluation Skills are services that allow employers to assess their employees? contributions to the organization for the period they have been working with them.

Pays careful attention to important details when assessing and appraising an employee or staff

Highly receptive to coaching and managerial feedback on the overall assessment

2

APPEARANCE AND GROOMING: Appearance and Grooming are the way one presents themselves in a professional environment or the workplace with the aim of gaining positive impression and respect as well.

Dresses the part to create both personal and corporate confidence

Does not use grooming that conflicts with the company policy

2

DEDICATION TO WORK: Dedication to Work is a devotion or setting aside the scheduled time that you are required to work each day consistently without fail as well as being on time and giving 100% of your efforts to doing quality work.

Claims dedication to the company but takes no significant steps to show it

Very lazy in a group setting, always sitting and watching others move by

1

ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it.

Finds oneself distracted by worrying about other things to be done thus, loses energy to tackle the task at hand

Does not complete tasks and projects on time and often complains about how hard it is to accomplish them

1

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

Shares confidential information about the company or colleagues with other employees or on social media

Makes excuses when one is unable to work or does not understand what the project is about instead of asking for clarification

1

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Receives multiple customer complaints about failing to follow up on their inquiries as promised

Ignores customers with unrealistic demands and makes little attempts to negotiate with them to reach a middle ground

1

Self Evaluation

Self Evaluation Question

Employee Comments

VERBAL COMMUNICATION:

Have you ever tried to think about what you would say from another person's perspective?

How do you prepare yourself before you talk to people and has it been of help to you?

[employee comments]
TEAMWORK SKILLS:

Do you make your voice heard on team issues, or you allow others to come up with the ideas?

Do you show leadership skills while you are in a team and how will you rate your leadership skills?

[employee comments]
MOTIVATING OTHERS:

What types of tasks or projects do you enjoy doing the most? Why?

What qualities do you prefer in a supervisor? Can you describe a time when you worked with someone like this?

[employee comments]
PLANNING AND SCHEDULING:

Is there any area that takes additional time to plan and how do you intend to work on it?

What help do you require to become better in your planning?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

How do you balance quality and quantity in terms of the performance?

Do you concentrate so much on the negative and forget the positives?

[employee comments]
APPEARANCE AND GROOMING:

What are your personal motives behind your dressing and grooming?

What is your level of hygiene that you present to others?

[employee comments]
DEDICATION TO WORK:

Are you available to do what is expected of you within a set timeline?

Do you give your very best in a group setting or you sit back and allow others to do your work?

[employee comments]
ENJOYMENT OF THE JOB:

Describe a time when you went beyond your employer's expectations in order to get the job done

If you find yourself working with a "boring" team, how do you keep yourself and others motivated?

[employee comments]
PERSONAL RELATIONSHIPS:

Describe a time when you have been able to address an angry customer and build a great relationship. What was the problem and how did you handle it?

Describe a time when a colleague asked you to keep something confidential. How did you go about building this trust?

[employee comments]
CUSTOMER SERVICE:

Are there any instances where customers asked irrelevant questions? How did you handle such customers?

What efforts are you making to redefine customer service processes to meet the ever-changing needs of customers?

[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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