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 | |
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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 |
|---|---|
| CREATIVITY: 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] |
| EMPATHY: 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] |
| HANDLING STRESS: 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] |
| MONITORING OTHERS: 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] |
| RESULTS ORIENTATION: 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] |
| SELF-DISCIPLINE AND SENSE OF DUTY: 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] |
| BUSINESS ETIQUETTE: 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] |
| DIVERSITY AWARENESS: 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] |
| TRAINING OTHERS: 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] |
| TECHNICAL SKILLS: 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] |
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: |