Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a credit control analyst.
A credit control analyst deals with consumer or commercial credit activities. He/she analyzes and controls credit activities from when a loan is offered to its repayment. They act as the custodian of the company ensuring that credit is only offered on merit and that the repayment is made in time and according to the terms.
Other duties include checking the credit status of the customer and reviewing information about the commercial or individual customer, in determining if they are suitable for credit. He/she is also involved in the development of the credit control system, determines the terms and conditions for payable and receivable balances and is also responsible for maintaining contact with the customers to ensure debts are paid in time. He/she also reports to the management on the debt situation of the company among other functions as required by the employer.
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: To carefully analyze and interpret information collected to draw reasonable inferences. Show willingness to improve on critical thinking skill by learning new techniques. | [employee comments goal] |
| ADMINISTRATIVE SKILLS: Show willingness to learn new ways to perform my administrative functions professionally. Learn to attentively listen when others are talking and not to interrupt them in any way. | [employee comments goal] |
| KNOWLEDGE OF JOB: Embrace teamwork and delegate responsibility to individuals in order to make them accountable for execution Create new business contacts that can offer assistance in future or form new business links | [employee comments goal] |
| OFFICE POLITICS: Be nice to people and cordial in order to get information about what is happening around the office politics Prepare a go-to escape phrase, like "Sorry, I don't feel very chatty today", when a colleague starts a conversation that isn't productive | [employee comments goal] |
| MANAGING REMOTE TEAMS: Give every remote worker access to the same information and design processes accordingly in order to eliminate common causes of remote team failure Develop a video training program that introduces the key staff and their roles in order to eliminate confusion related to management issues | [employee comments goal] |
| COMPETITIVENESS: Take time each day to learn something new; listen to recordings on personal and professional growth topics Volunteer in community activities in order to get a chance to interact with other people and learn something new | [employee comments goal] |
| SELF AWARENESS: Set realistic goals that can easily be met in order to avoid getting frustrated if the goals are not achieved Train oneself to focus for long period without getting distracted and avoid situations that can cause distractions | [employee comments goal] |
| LONG RANGE PLANNING: Align personal vision with the company vision in order to achieve both personal and professional goals Outline steps that one will take to accomplish the long-range plan and stick to them | [employee comments goal] |
| INTERCULTURAL COMPETENCE: Encourage others to appreciate and experience different ways of doing things Engage professionals and local people to teach and model intercultural competence | [employee comments goal] |
| PROCESS IMPROVEMENT: Show willingness to learn new procedures and encourage others to undergo training on new procedures Show willingness to automate manual processes to enhance efficiency and accuracy | [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: |