Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a commercial loan reviewer.
A commercial loan reviewer analyzes and assesses the forwarded information by commercial applicants to ensure that it complies with the state legislations and the lending company's policy. He/she specializes only on commercial customers.
Other duties include reviewing portfolio focusing on various factors such as quality of asset, commercial loan type, risk, and size, ensuring that the information provided is compliant with the quality standards and keeps records of the review process. They also find errors in loans and validate rating system and also makes sure that lending processes are fair but still maintaining a profit-based strategy. Lastly, he/she may be involved in the review of appraisal files and other legal records.
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 |
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COOPERATION WITH COLLEAGUES: Accomplish all the goals set as a group to encourage teamwork spirit Respect one another's personal views and work with what is acceptable to the company | [employee comments goal] |
HANDLING STRESS: Set clear boundaries between work and home; avoid answering work calls or replying work e-mails when one is having some time off work Look for a trusted colleague or family member to talk to when faced with a problem in order to feel relieved and figure out what to do with the problem | [employee comments goal] |
REALISTIC GOAL SETTING: Set a timeline for each goal in order to identify and stick to specific actions that one needs to take to work towards that goal Find a group of like-minded people in order to get new ideas on how to go about meeting own goals | [employee comments goal] |
RESULTS ORIENTATION: See the big picture on personal and company goals in order to work hard to achieve success Focus on high-priority actions and try as much as possible not to get distracted by low-priority actions | [employee comments goal] |
SELF-DISCIPLINE AND SENSE OF DUTY: Develop personal standards; learn to regulate and correct own behavior whenever one gets out of track Prioritize tasks and activities in order to know what is important and how one needs to structure own work schedule | [employee comments goal] |
FINANCIAL MANAGEMENT: Become knowledgeable about the different types of loans available in order to make an informed decision Come up with ways to reduce expenses; look for products that one can reduce the costs without affecting their quality or impact | [employee comments goal] |
BUSINESS TREND AWARENESS: Pay special attention to new trends and implement change towards them Encourage the use of smart analytics to track statistics, monitor competition, and analyze ranking in the market | [employee comments goal] |
DIVERSITY AWARENESS: Lead in driving positive change and become the spokesperson to promote diversity issues and concerns of others Participate in events that are diversity-related and put extra effort in promoting them | [employee comments goal] |
SCHEDULING: Apply the best practices and standards when scheduling projects and other activities Maintain an updated list of activities and track all project schedules | [employee comments goal] |
TECHNICAL SKILLS: Learn more about the basics of troubleshooting and maintaining a wide range of devices and machines Put extra effort to learn how to operate a wide range of devices and machines | [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: |