Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a credit analyst.
A credit analyst analyzes financial statements and current credit information of firms or individuals to assess the level of risk involved in lending money. He/she prepares documents using the credit information to be used in the decision-making process.
Other specific tasks include evaluation of customer records and formulate payment plans using savings data, earnings, purchase activity, and payment history. He/she also communicates with the credit associations and other relevant parties to facilitate credit information exchange. In addition, he/she handles loan applications and forwards them to loan committees for further review and approval. He/she may also be asked to compare the credit histories of corporations with others in the same industry. Lastly, he/she assists customers in resolving issues.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| JUDGMENT SKILLS: Constantly remind oneself of times when own judgment served them well in order to fuel confidence in the ability to trust oneself Move away from things that decrease one's own confidence and sense of self-reliance and towards what increases it | [employee comments goal] |
| KNOWLEDGE OF JOB: Pay attention to detail in order to avoid missing important points or steps when performing a task or accomplishing goals Get a mentor, who has been doing what one is currently doing or has been through what one is experiencing, to offer advice and career coaching | [employee comments goal] |
| PLANNING AND SCHEDULING: Utilize calendars, charts, to-do lists effectively with priorities, and a workable follow-up plan on each project Plan to always be on time for any work or project you take part in | [employee comments goal] |
| ADAPTABILITY: Think creatively and outside job descriptions in order to explore different avenues as a way of embracing change Consistently maintain composure even when stressed and learn to embrace mishaps with renewed energy | [employee comments goal] |
| COMPETITIVENESS: Develop oneself as a resource for others by networking to find excellent contacts for future needs Volunteer in community activities in order to get a chance to interact with other people and learn something new | [employee comments goal] |
| SELF AWARENESS: Write down key plans and priorities and track one's own progress marking down any self-perceived weakness Be open to new ideas and curious about new people and what they have to offer | [employee comments goal] |
| PRACTICAL THINKING: Use diagrams such as organizational charts or flow diagrams in order to see how different ideas relate to each other Take something that others see quite often or take for granted and analyze it to see if it could be a solution to the problem at hand | [employee comments goal] |
| RESOURCE USE: Decide what projects or tasks need to be completed first and make sure that everyone is onboard Ensure all team members know their roles in a project and the benefits of delivering on budget and on time | [employee comments goal] |
| INTERCULTURAL COMPETENCE: Increase links to networks of individuals and groups from different cultural backgrounds Promote professional development courses and forums that enhance intercultural competency | [employee comments goal] |
| WRITING REPORTS AND PROPOSALS: Show willingness to learn how to prepare reports and proposals that persuade and provide information Develop paragraphs that introduce, develop, connect, and conclude ideas when writing reports and proposals | [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: |