Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a credit balance analyst.
A credit balance analyst is a professional who manages credit balances of their company or client to ensure that they conform to the guidelines of their lending institution. He/she may be employed full-time or on a freelance basis.
Other duties include analyzing all the accounts of the company to identify credit balances. He/she focuses on the deficits that can be identified in the financial statements of the firm and tracks each of the inconsistencies to the main cause. They also advise the firm on pending credit payments. Lastly, he/she works closely with the credit department to facilitate easier sharing of information.
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: Look further out to where one's company benefits others in order to gather knowledge and experience that will help improve one's decision-making. Examine in detail the opposite option that most experts are recommending as that could be the next big thing | [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 Identify adjustments in one's area of responsibility and set priorities accordingly | [employee comments goal] |
| PLANNING AND SCHEDULING: Make several possible approaches that assist in planning and scheduling Plan and assemble all that you will need to finish a project on time | [employee comments goal] |
| ADAPTABILITY: Remain composed even when faced with ambiguity or any form of emergency Become more flexible and work with other employees and team members who may have problems meeting deadlines | [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: Use personal tests in order to understand own behaviors, characteristics and decision-making and become more self-aware Reflect on regular basis in order to find out areas that have improved and those that are pulling one down | [employee comments goal] |
| PRACTICAL THINKING: Evaluate the source of the information in order to ensure that it is reliable and that it is backed up by evidence 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: Eliminate current projects that may seem costly or unnecessary in order to free up resources to fund more productive ventures 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 Put extra effort in understanding people with different cultural backgrounds and provide a cohesive environment for everyone | [employee comments goal] |
| PROCESS IMPROVEMENT: Constantly use the existing benchmarks to complete processes in accordance with the set standards Constantly use survey results to assess the impact of ongoing process improvement efforts | [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: |