Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a credit investigator.

A credit investigator is tasked with the responsibility of performing credit checks on loan applicants to determine whether they are capable of repaying the loans and credit they are being offered. He or she will vet the applicants to determine their suitability to make the credit application and to repay the same promptly.

Besides that he or she will get to perform the following roles; Authorize credit charges against customers' accounts, investigate credit history for individuals or business establishments applying for credit, interviewing applicants to obtain their personal and financial data, determine the worthiness of credit, process applications and notify customers on whether the credit has been approved or rejected.

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


Plan company days where each employee can showcase their creativity in different ways

Choose varied ways to solve conflicts that do not necessarily have to be there

[employee comments goal]

Look for ways to create connections with colleagues, avoid keeping distance and show willingness to participate in their activities

Learn to talk to new employees at or strangers outside of work in order to learn something new and understand a little about another person's world

[employee comments goal]

Make short to-do lists with short breaks in between to give one time to refresh between tasks

Stay calm under pressure and wait until one can make a difference or get involved

[employee comments goal]

Make employees document their work and keep records of their progress in checklists, activity logs or progress reports

Stick to monitoring business-related calls such as those with suppliers or customers and stop recording the call as soon as one realizes it is personal

[employee comments goal]

Proactively look for ways to improve the team and own role within the team

Focus on high-priority actions and try as much as possible not to get distracted by low-priority actions

[employee comments goal]

Get clear about what one wants to achieve and channel all effort towards achieving it

Visualize the desired outcomes for own goals in order to have more clarity about the goals as well as actions one needs to take to achieve them

[employee comments goal]

Put extra effort in preparing for meetings ahead of time and show up on time for all meetings

Demonstrate politeness and confidence at all times and become more approachable

[employee comments goal]

Show more willingness to discourage harassment, bullying, and abrasive behavior

Avoid making jokes that might be offensive to others and be more respectful to people with diverse views

[employee comments goal]

Take advantage of training sessions to advance skill set and career

Evaluate the outcomes of training sessions and learn how to identify training needs

[employee comments goal]

Seek for assistance when solving complicated problems and always welcome new challenges

Demonstrate more willingness to learn the basics of coding and programming

[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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