Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a commercial credit reviewer.
A commercial credit reviewer is mandated to determine if a commercial establishment has the capability of repaying its loans. He/she analyzes the company's financial statements. He/she is a team player working with clients and managers.
Other specific tasks include assisting the credit company to minimize lending risks by analyzing balance sheets and income statements. He/she may also focus on historical trends of the firm's finances and its performance over time and is also required to prepare a report of his/her analysis of the commercial consumer's credit situation. In addition, he/she will be needed to make a payment structure if the loan committee extends credit to the customer.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| CRITICAL THINKING: Develop a strategic approach to solving problems and following through with the strategy to the end. To be prepared at all times to change strategy or tact when things seem not to work. | [employee comments goal] |
| ADMINISTRATIVE SKILLS: Make sound decisions and judgment and not be biased in any way. To be able to accept correction and to be open to scrutiny since I am in apposition of leadership. | [employee comments goal] |
| COLLABORATING WITH OTHERS: Make sure that each team member understands the role that they and other members play in achieving the company's goal Create synergy within the team, departments, and alliances across the company | [employee comments goal] |
| GIVING FEEDBACK: Give daily and weekly reviews in order to make tracking and analyzing an employee's work much easier Give the employee an opportunity to speak up during the meeting or ask questions about the feedback afterward | [employee comments goal] |
| ETHICAL BEHAVIOR: Do not hold back pertinent data that the company requires Give credit to employees who have worked hard and deserved it | [employee comments goal] |
| HANDLING STRESS: Make short to-do lists with short breaks in between to give one time to refresh between tasks Be smart about the three fundamentals of releasing stress; enough sleep, exercising few times a week and eating healthy | [employee comments goal] |
| RESULTS ORIENTATION: Proactively look for ways to improve the team and own role within the team Develop a plan for execution and a sense of urgency with the team members in order to garner commitment to complete tasks | [employee comments goal] |
| LONG RANGE PLANNING: Make sure to collect relevant data and take actions based on hard facts rather than on guesswork Create a flexible action plan in order to make it easy to change or update in the future | [employee comments goal] |
| DIVERSITY AWARENESS: Dedicate more resources for supporting diversity and always communicate the value of diversity Encourage implementation of effective strategies that can attract a more diverse pool of applicants for vacant positions | [employee comments goal] |
| TRAINING OTHERS: Encourage team members to share concepts learned in training sessions Encourage team members to put extra effort in taking part in crucial training sessions | [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: |