Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a credit representative.
A credit representative has the primary role of assisting clients to make loan applications by communicating with them the requirements and the available options as well as helping them settle on the best credit options. He or she will avail all the relevant information to for the client to see and use during the loan application.
In addition, he or she performs the following responsibilities; Analyzing credit data and financial statements of individuals or firms, determining possible risks involved in extending credit or lending money to clients, preparing loan reports, resolving client credit problems and preparing reports on client credit payment status.
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 |
|---|---|
| CRITICAL THINKING: Learn to figure out different possible options of solving problems on a short, medium and long-term range. Learn always to try to find alternative solutions to solving a particular problem. | [employee comments goal] |
| COMPETITIVENESS: Learn to take on additional responsibilities even those that are not in one's job description Volunteer in community activities in order to get a chance to interact with other people and learn something new | [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 Be smart about the three fundamentals of releasing stress; enough sleep, exercising few times a week and eating healthy | [employee comments goal] |
| RESULTS ORIENTATION: Anticipate, identify, and effectively deal with problems and risks; plan for contingencies to deal with unexpected challenges Set challenging yet achievable goals and develop standards against which one will measure own behavior and performance | [employee comments goal] |
| SELF-DISCIPLINE AND SENSE OF DUTY: Train oneself to follow a specific set of rules in order to shape and align own behavior and thoughts to the goal at hand Be fully committed to doing whatever it takes to accomplish own goals no matter what challenges one may find along the way | [employee comments goal] |
| BUSINESS ETHICS: Pay more attention to all rules and regulations and treat everyone fairly Consider fairness and equality when implementing new activities and programs | [employee comments goal] |
| BUSINESS ETIQUETTE: Show willingness to build and nurture relationships and create more time to meet others Improve on the dressing code and be neat at all times | [employee comments goal] |
| BUSINESS TREND AWARENESS: Put extra effort in attending conferences and local events that can increase chances of interacting with other professionals Show willingness to learn more about scientific and technical market research | [employee comments goal] |
| DIVERSITY AWARENESS: Lead in promoting team building activities that enhance diversity awareness Participate in events that are diversity-related and put extra effort in promoting them | [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: |