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

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


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]

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]

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]

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]

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]

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]

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]

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]

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]

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]


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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