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

A credit representative has the primary role of assisting clients to make loan applications by communicating with them the requirements and the available options as well as helping them settle on the best credit options. He or she will avail all the relevant information to for the client to see and use during the loan application.

In addition, he or she performs the following responsibilities; Analyzing credit data and financial statements of individuals or firms, determining possible risks involved in extending credit or lending money to clients, preparing loan reports, resolving client credit problems and preparing reports on client credit payment status.

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

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Looks at issues in a one-sided manner instead of having different varied ways of looking at it.

Looks at issues in a biased and unfair way by not evaluating all factors.

1

COMPETITIVENESS: Competitiveness is the skill of being able to compete as a team or a company with other enterprises in the same line of entrepreneurship and emerging as the winner.

Volunteers a few hours a week with a community association in order to gain valuable experience that can be used in the workplace

Takes advantage of free online education options in order to keep updated on emerging trends on one's career

2

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

Spends too much time on one task by going back several times to polish and rearrange in order to get the result one wants thus, misses deadlines for other tasks

Does not take time to freshen up even when one starts to feel drained and mentally overworked

1

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

Easily loses focus when faced with problems and gives up even before the problems are resolved

Is not able to communicate properly, own understanding of the tasks or projects and the desired results

1

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.

Minimizes stress by getting enough sleep and practicing self-care activities in order to improve one's own overall health and increase productivity

Makes a personal commitment to develop and bullet-proof own personal ethical code of conduct

2

BUSINESS ETHICS: Business Ethics is the ability to learn what is right and wrong in the world of business and choosing to do what is right at all times.

Shows willingness to obtain further training focused on the importance of equity and fairness

Considers fairness and equality when implementing new activities and programs

2

BUSINESS ETIQUETTE: Business Etiquette is a basic framework of rules set by companies to ensure and allow you to understand the way you should conduct yourself in the professional world.

Shows minimal respect and politeness when interacting with others and is seen as unpleasant to work with

Raises the voice when disagreeing with what others are saying

1

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.

Hardly bothers to know the latest business trends and rarely implements policies that can drive change towards new trends

Rarely bothers to know what customers want and ends up losing existing customers and prospects

1

DIVERSITY AWARENESS: Diversity Awareness is the understanding that people are different and unique in their particular way and respecting their uniqueness.

Dedicates little resources for supporting diversity and hardly communicates the value of diversity

Shows little willingness to accept feedback, learn, and listen to concerns of others

1

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.

Always lags behind others in working with new and complex systems

Does not know the basics of troubleshooting and maintaining basic devices and machines

1

Self Evaluation

Self Evaluation Question

Employee Comments

CRITICAL THINKING:

How well do you research and gather facts and information before solving an issue?

How well do you consider having a concrete conclusion when presenting your ideas?

[employee comments]
COMPETITIVENESS:

What is one thing you would like to improve about yourself in order to be more competitive at work?

Have you ever participated in a networking event? How did you interact with other people attending the event?

[employee comments]
HANDLING STRESS:

Can you give examples of some of the things you have done to prevent a situation from becoming too stressful for you to handle?

Is there a time when your work has been criticized? How did you receive the criticism?

[employee comments]
RESULTS ORIENTATION:

Describe a particular time when you have been effective in prioritizing tasks and accomplishing a goal on schedule. What are the challenges you faced and how did you overcome them?

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:

Describe a task that required you to remain self-disciplined from the start to the end. How did you manage it?

Describe a time when you have been able to overcome a significant problem on an important project. How did you go about it?

[employee comments]
BUSINESS ETHICS:

How do you avoid temptations to use dishonest data, figures, and facts to support conclusions?

What efforts have you made to enhance your intellectual understanding of legal guidelines pertaining equitable treatment?

[employee comments]
BUSINESS ETIQUETTE:

How often do you encourage others to stand up when shaking hands or meeting new people?

What efforts are you making to improve your listening skills?

[employee comments]
BUSINESS TREND AWARENESS:

Can you think of any business trends that you predicted accurately?

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]
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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