Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a credit adjustment clerk.

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 Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Maintain strong and direct eye contact when talking to people.

Show willingness and patience to allow others to put their points across with interrupting them.

[employee comments goal]

Show willingness to learn the best way to manage my feelings and emotions while working with others.

To have a winning mentality, to appreciate others when they win, and to accept when we lose.

[employee comments goal]

Break big goals into smaller, manageable goals and use planners, sticky notes, and checklists to remind one to keep going

Cultivate a supportive environment by avoiding colleagues who make one feel discouraged and keeping close those who provide positive energy

[employee comments goal]

Become familiar with the flow of information in the organization

Get down to serious work without taking any project lightly

[employee comments goal]

Encourage and motivate all performances to build and retain the staff

Allow private sessions to discuss the feedback with every individual

[employee comments goal]

Establish immediate credibility that should be followed in the workplace

Inspire and motivate others to perform their best starting with their grooming

[employee comments goal]

Decide to be dedicated to the services of the company and remain so

Respect every opinion while taking only that which is needful

[employee comments goal]

Make new friends at work every day and try to develop good working relationships with people that one works with most often

Stop gossiping and minimize one's time with people that one does not resonate with in order to create a pleasant working environment

[employee comments goal]

Follows up with colleagues after completing a task together in order to know how things are going or if they are facing any problems

Respect the workplace and how other employees work and avoid making them crazy with own personal habits

[employee comments goal]

Exhibit flexibility and creativity in solving problems presented by customers

Prioritize your workload effectively based on the needs of a customer

[employee comments goal]


Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments


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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