Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a credit manager.
A credit manager is responsible for coordinating and overseeing the lending process including loan application, review, underwriting, approval or disapproval. He/she oversees the process of lending following the relevant procedures.
Since this is a managerial position, he/she leads the team in researching about the customer be it an individual or a firm and ensures that all the information related to employment history, debt-to-income ratio, income, and credit history is reviewed and recorded in preparation for decision making. He/she is also charged with the mandate of making the final decision on loan approval even if they work with the committee. Upon approval of a loan, he/she is required to prepare the necessary documents with all the terms of the loan. Finally, he/she may also be involved in tracking the repayment progress.
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 |
|---|---|
| JUDGMENT SKILLS: Make sure that every employee is aware of the big picture and how each one of them can contribute well Protect oneself from stress through relaxation, exercise, diet, meditation or any other healthy lifestyle habits | [employee comments goal] |
| KNOWLEDGE OF JOB: Learn to anticipate problems and try one's best to prevent them in order to avoid getting stressed when they arise Set challenging goals for one's area of responsibility in relation to the available business opportunities and work hard to achieve them | [employee comments goal] |
| CRISIS MANAGEMENT: Be as open and transparent as possible when addressing the key audiences in order to help stop rumors Use multiple sources to gather and assemble key facts of the incident in order to avoid confusion and uncertainty | [employee comments goal] |
| PLANNING AND SCHEDULING: Make several possible approaches that assist in planning and scheduling In case of any kind of delay plan to effectively communicate to the proper authorities promptly | [employee comments goal] |
| ADAPTABILITY: Learn new tricks and techniques that help build up confidence when dealing with different people Work on accepting all types of change positively and handling changing workloads in response to changing circumstances | [employee comments goal] |
| SELF AWARENESS: Write down key plans and priorities and track one's own progress marking down any self-perceived weakness Be warm and friendly towards others but learn to say no when there is need to | [employee comments goal] |
| PERSONAL COMMITMENT: Place goals in a place where one automatically sees them in order to stay motivated, focused and committed to staying on task Believe that one's goal is doable and that one has the skills needed to accomplish it | [employee comments goal] |
| REALISTIC GOAL SETTING: Anticipate obstacles in advance in order to come up with ideas for dealing with them as soon as they arise Write down each milestone with steps to take for each in order to make them achievable | [employee comments goal] |
| RESOURCE USE: Eliminate current projects that may seem costly or unnecessary in order to free up resources to fund more productive ventures Allocate tasks to resources in a balanced and fair manner in order to ensure maximum utilization | [employee comments goal] |
| INTERCULTURAL COMPETENCE: Develop and implement policies that assure the rights of all people are considered regardless of their cultural background Engage professionals and local people to teach and model intercultural competence | [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: |