Loan Officer Activity Review
Complete this form to review and assess the activities and performance of a loan officer during the specified period.
Loan Officer Name
*
First Name
Last Name
Employee ID
*
Review Period (Start Date)
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Review Period (End Date)
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Branch/Office Location
*
Number of Loan Applications Processed
*
Types of Loans Processed
*
Personal Loans
Home Loans
Auto Loans
Business Loans
Other
Compliance Assessment
*
Rows
Fully Compliant
Partially Compliant
Non-Compliant
Documentation Accuracy
1
2
3
Adherence to Policies
4
5
6
Timeliness of Processing
7
8
9
Customer Service Assessment
*
1
2
3
4
5
Areas of Strength
Areas for Improvement
Additional Comments or Observations
Reviewed By (Supervisor/Manager Name)
*
First Name
Last Name
Date of Review
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Supervisor/Manager Signature
*
Submit Review
Submit Review
Should be Empty: