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

A credit processor has the primary task of ensuring that all loan applicants get their loans on a timely basis to protect the company's credibility and inform them in the case of any loan issues such as late payments and bankruptcies. He or she will ensure that all borrowers attain the requirements for borrowing loans and credit.

Other duties that he or she will perform are; determining applicant's eligibility and suitability for applying for the loans; keep clients up to date with all the loan process, rules and obligations; access credit scores for all loan applicants; identifying customers? needs and seeing to it that their needs are meet as well as to ensure that all loan documents are up to date and maintained properly for easy referencing.

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


Conduct proper research before I undertake any form of writing to use acceptable facts and information.

Check my writing before presenting it to remove the various writing errors such as improper grammar.

[employee comments goal]

Prepare well before any negotiation process to have concrete facts and figures that will help close deals.

Strive to raise or ask relevant questions that will be of benefit to the negotiation process.

[employee comments goal]

Anticipate outcomes based on the understanding of the company's decision-making bodies and power relationships

Use knowledge of corporate politics to handle difficult situations effectively and with discretion

[employee comments goal]

Learn to coexist with coworkers and the management for a peaceful office environment

Make use of the learning materials or coaching lessons to become more efficient

[employee comments goal]

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]

Constantly communicate own plans to achieve goals and desire for results within the assigned work tasks

Set challenging yet achievable goals and develop standards against which one will measure own behavior and performance

[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]

Dedicate more resources for supporting diversity and always communicate the value of diversity

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

[employee comments goal]

Learn to concentrate in all training sessions and avoid distracters while learning

Apply skills learned in training session to advance skill set and career

[employee comments goal]

Show more willingness to learn how to work with new systems

Learn to follow technical specifications and instructions when designing new systems

[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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