Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a credit clerk.
A Credit Clerk is responsible for working directly with consumers in the consumer finance department to assess and evaluate credit worthiness when applying for a loan.
The duties of this position include keeping records of credit transactions, deposits and payments, conferring with customers who have delinquent accounts to make payment, notifies customers by mail or telephone or in person the acceptance of rejection of application, sending letters and brochure to solicit business from prospective clients, establishing credit limit while considering such factors as applicant's assets, credit experience, personal references based on predetermined standards, processing applications for loans and credit, interviewing applicants to obtain personal and financial data as well as filling out applications.
Employee Performance Goals Sample | |
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| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
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Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| TEAMWORK SKILLS: Learn to receive and give constructive feedback and to allow to be corrected. Be more willing to compromise for the best interest of the team. | [employee comments goal] |
| ADMINISTRATIVE SKILLS: Make sound decisions and judgment and not be biased in any way. Show willingness to learn on how to be a good leader and to use my leadership to inspire those that I serve. | [employee comments goal] |
| LEADERSHIP SKILLS: Invest in the unity of the team rather than conflict and disagreements Shun favoritism and compromise to create a united, happy team | [employee comments goal] |
| DEDICATION TO WORK: Choose to do your very best in the tasks given daily without fail Become innovative always looking for better ways to solve everyday problems | [employee comments goal] |
| PHYSICAL ABILITIES: Concentrate the energies and focus on doing the very best every day Learn new trends from coworkers who have experience handling such tasks | [employee comments goal] |
| ADAPTABILITY: Learn new tricks and techniques that help build up confidence when dealing with different people Consistently maintain composure even when stressed and learn to embrace mishaps with renewed energy | [employee comments goal] |
| TIME MANAGEMENT: Get more training on effective time-management skills that speed up productivity Put more effort into finishing all tasks early to ensure they do not pile-up | [employee comments goal] |
| CUSTOMER SERVICE: Learn to maintain self-control when dealing with customers who are objecting Avoid using pressure to close a deal or to influence the decision of a customer | [employee comments goal] |
| DIVERSITY AWARENESS: Put extra effort to promote professional development courses and forums that can enhance diversity Participate in events that are diversity-related and put extra effort in promoting them | [employee comments goal] |
| PROCESS IMPROVEMENT: Simulate processes and observe processes in action in order to identify points at which improvements can be made Constantly gather more knowledge to assist in modeling processes to make them work as expected | [employee comments goal] |
Summary |
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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 |
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: |