Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a billing credit analyst.
A Billing Credit Analyst is responsible for analyzing credit and financial reports to determine the risk involved in loaning money or extending credit. This post scrutinizes economic data like the market share, income growth and management quality to decide if loans will be lucrative.
The primary responsibilities include reviewing individual or commercial customer files to identify and select delinquent accounts for collection, completing loan applications, including credit analyses and summaries of loan requests as well as submitting to loan committees for approval, comparing liquidity, profitability and credit histories of individual or company being evaluated with similar establishments to determine risk, compiling reports regarding finance and credit data, compiling data regarding funding and credit data.
Employee Performance Goals Sample | |
|---|---|
| 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 |
|---|---|
| CRITICAL THINKING: Learn to figure out different possible options of solving problems on a short, medium and long-term range. Show willingness to improve on critical thinking skill by learning new techniques. | [employee comments goal] |
| ADMINISTRATIVE SKILLS: To encourage and promote professionalism and proper work ethics on the entire staff members. To be able to accept correction and to be open to scrutiny since I am in apposition of leadership. | [employee comments goal] |
| CREATIVITY: Set goals for each employee to come up with their working ideas Coach others how to think creatively and employ their skills to growth | [employee comments goal] |
| ADAPTABILITY: Think creatively and outside job descriptions in order to explore different avenues as a way of embracing change Work on accepting all types of change positively and handling changing workloads in response to changing circumstances | [employee comments goal] |
| COMPETITIVENESS: Stop being afraid of trying and making mistakes but instead learn from the mistakes and change Embrace teamwork as a way of sharing ideas and learning from others | [employee comments goal] |
| ENTHUSIASM: Take action to build trust in order to improve comfort levels and strengthen relationships with other employees Make every effort to be the easiest person to work with in the office or department | [employee comments goal] |
| RESULTS ORIENTATION: Learn how to identify the expected projects or goals results without the need for management's input Give priority to achieving results for the department or company but make sure that it does not conflict with own goals or agenda | [employee comments goal] |
| DIVERSITY AWARENESS: Lead in promoting team building activities that enhance diversity awareness Encourage implementation of effective strategies that can attract a more diverse pool of applicants for vacant positions | [employee comments goal] |
| TRAINING OTHERS: Take advantage of training sessions to advance skill set and career Encourage team members to put extra effort in taking part in crucial training sessions | [employee comments goal] |
| WRITING REPORTS AND PROPOSALS: Show willingness to learn how to prepare reports and proposals that persuade and provide information Integrate primary data and secondary sources accurately, persuasively, and logically when writing reports and proposals | [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: |