Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a credit analysts representative.
A credit analysts representative works on behalf of his/her credit licensee and carries out specific lending activities based on the credit licensee's instructions. He/she may work for one or more employers on tasks such as performing research on individuals or firms seeking credit with the client.
Specific responsibilities of the above position include finding all the necessary information to advise the client on any risks in the event the loan is rendered to a particular applicant. He/she also monitors and on behalf of the credit licensee follow-up loan repayments. Sometimes, they might be required to act as the mediator between the customer and the lending institution. Lastly, he/she should be registered with the relevant bodies to allow them to work as representatives in various states.
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: Practice on little things so that when complex judgment calls need to be made, one has evidence to show that they can handle it Divide a problem into smaller manageable problems and brainstorm solutions for them separately or try to find a resemblance with a previously solved problem | [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 Create new business contacts that can offer assistance in future or form new business links | [employee comments goal] |
| FLEXIBILITY: Set consistent goals that can be easily achieved without much stress Avoid falling back into old habits that have already been sighted | [employee comments goal] |
| INITIATIVE: Assume responsibility for every action and task without passing on blame Be a good steward of companies resources and time ensuring none is wasted on irrelevant things | [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] |
| FOLLOWING DIRECTIONS: Learn to concentrate on written directions; highlight the main points and summarize lengthy documents into bullet points Learn the way behind what one is supposed to do in order to put the pieces together and make sense in one's tasks | [employee comments goal] |
| PERSONAL COMMITMENT: Get rid of temptations such as social media apps in order to become more disciplined and focus on what is important Believe that one's goal is doable and that one has the skills needed to accomplish it | [employee comments goal] |
| REALISTIC GOAL SETTING: Be realistic about the time one has set for each goal as well as one's personal background and knowledge about the goal Think about why one wants to achieve the goal in order to make it more realistic and achievable | [employee comments goal] |
| RESOURCE USE: Use technology to automate important aspects of a project such as a project's status reporting in order to increase productivity Manage own day properly and set clear objectives with specific deadlines and time targets | [employee comments goal] |
| INTERCULTURAL COMPETENCE: Develop and implement policies that assure the rights of all people are considered regardless of their cultural background Participate in celebrations and events that feature people with different cultures | [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: |