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《金融类英文自我评价范文【精选4篇】》

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金融类英文自我评价范文(通用4篇)

金融类英文自我评价范文 篇1

Looking back at 20xx, this is a busy and a tough year. Overall contraction due to the financial environment, our company is also struggling in 20 years of operation, but the chairman under the correct leadership and the joint efforts of colleagues, we achieve benefit maximization, risk minimization, closely around the business management target, insist on compliance in accordance with the prudent management, moderate scale, credit control credit risk, further optimize the quality of credit assets and promote the development of the credit business better. This is a summary of my work for a year.

First, the business operation completes the situation

The company achieves total revenue of 10,000 yuan by 20xx, of which the loan interest income is 10,000 yuan.

Work measures and development

First, we will continue to optimize the quality of credit through development.

In the year of 20xx, our company is developing the service attitude, taking the active passion and realizing customer satisfaction. In order to implement professional management on lending, credit established: loan procedures, review of loan management format, set up a more complete set of form of post-loan inspection work made the concrete operation process. At the same time, the company insists on the principle of studying on the side of the work, insisting on the knowledge of Friday afternoon, the meeting of Monday morning, and summarizing the work of the week.

We will improve the level of loan management in an all-round way with the premise of "norms"

Create a small loan management model for farmers. The company is to make the pilot of small rural loans, the key support of the farmer in huixian county. This year, in order to guard against credit risk, loan department set up electronic parameter management of credit files, establish archives information, strict appraisal appraisal, guarantee loans back on time.

Taking the "risk on" as the core, the comprehensive solution to the credit risk

According to the relevant requirements of chairman, we constantly dissolve the risk in the work, in combination with the practical situation of our company, to establish risk early warning mechanism, the end of every month for next month's loan, the establishment of early warning that weaves collection parameter, do it on time, timing, collection of loan principal and interest.

One is to ask the loan officer to complete the loan and prevent the occurrence of illegal loans.

Second, we will strictly implement the classification of loans, and carry out risk management. To carry out risk classification according to the principle of "monthly classification, real-time adjustment".

Third, the report of the credit report, the examination and the monitoring work of bad loans. To take timely measures to detect bad loan signals and to give feedback to the chairman, and to issue the notice of the loan to the customer on a regular basis.

Third, there are problems

Review for one year of work, although we made great efforts, but there are still a big gap with the requirement of the chairman, mainly displays in: one is the credit personnel quality remains to be further improved, the ideological understanding is not enough; Second, the quality of credit assets has yet to be improved.

Fourth, the next work plan

Recognize the situation and plan for it. Due to the impact of the domestic financial environment, the financial industry is expected to face greater pressure in 20xx, which will have an impact on credit operation. Therefore, it is important to organize carefully to make sure that "three early days" will complete the work.

One is early research. We should fully recognize the strong development momentum of the industry and the serious situation of market competition, and carefully analyze the direction of the fund market.

Second, plan early. To further develop the spirit of continuous combat, seize the initiative of the work and organize the staff to study the CBRC document spirit.

Third, prepare early. Plan and plan for the next year. To ensure that there is pressure and confidence;

Four is to move fast. Company staff manages concertedly, try to overcome thought lax, discipline, the phenomenon of slow, ensure that credit work steady, healthy and orderly conduct of next year.

Scientific development and overall consideration will further enhance the strength of credit marketing.

First, we will continue to increase our lending to agriculture, rural areas and farmers. To strengthen the service consciousness for the agriculture, actively promote farmers group lending, small credit loans, effectively solve the farmers loans difficult, firmly rooted in the rural, efforts to expand the microfinance market share of retail business.

Second, we will increase the cultivation of good customers and ensure credit lines. On the basis of this year, according to the nature of industry, and the product of the market prospects, technical inputs, such as the actual situation, for next year's enterprise credit, loan structure reasonable adjustment, to ensure the normal operation. The issuance of loans will reduce links and improve efficiency in the absence of risk and legal review.

Third, we will implement the system, strengthen accountability mechanisms, and comprehensively resolve the credit risks.

First, emancipate the mind and actively explore and put new ideas into play. To avoid bad loans made by different borrowers or businesses,

Second, we will increase the level of lending. ShouDai responsibilities, forbidden to risky lending, businesses and individuals at the same time to put an end to replay light receive ideas, strengthen post-loan inspection, discover the trend of loan risk, put an end to happen bad loans.

We will strengthen the training of credit operations in combination with the classification of loans.

The first is a monthly comprehensive loan class of five grades. Led by the manager, lead the loan officer to investigate and analyze the loan clients, so that the credit personnel will continue to enrich their business knowledge in the actual work.

Second, we will implement the credit personnel meeting system. To strengthen the credit personnel political consciousness and professional quality training, constantly enhance the consciousness of the compliance management and due diligence, continuous learning advanced management experience, find out the gap of existence, correct. In a word, I will work closely around the credit FuNong goal, to strengthen the construction of credit management system, outstanding for loan monitoring, effectively solve the credit risk assets, the work of the company credit to a new level.

金融类英文自我评价范文 篇2

20 years, good leadership and my colleagues of concern, support, help and cooperation, better to complete the work responsibilities and tasks assigned by the leadership of the, have also made some achievements, now will I thought for a year, work, study summarized as follows:

1, thinking and learning:

Since the year of 20xx, I have been thinking and working style, and I have set up the idea of "respecting my duty and abiding by the law". In the usual work and life practice, set up the correct outlook on life, values, morality and consciousness of owner of the agricultural bank and can keep high work enthusiasm, initiative and sense of responsibility, can work straight the manner, on the style of work strictly implement responsibility of the position, positive enterprising, can treat colleagues, work closely with the general, common completes the labor of duty, can be positioned on the service consciousness, for customer service, and actively encourage me in all kinds of business smoothly.

Work:

In the leadership of care, support and colleagues work together, I hold the principle of "serious work, a dignified life", in post diligent and conscientious.

First, we are ready to serve the cabinet. We as an industry window, work keeps me in the face of numerous customers, every day I hold the "want to think of the client, the anxious customer urgent" service concept, with "customer satisfaction, business development" as the goal, do well the service, establish a good window of the zealous service image, at the same time often remind myself "be kind to others, is to yourself", in the busy work, I still adhere to the "three services", "service with a smile," patient answer customer questions, meet customers unreasonable, I also try to tolerance and understanding, to provide customers with satisfactory service, to the customer left a good impression, also won the trust of the customers.

2 it is to improve the quality of the counter accounts accounting of standard operation, since last year our workload increased gradually increased, new products and new business functions, especially the data centralization changed after some practice, but I work for each item of every detail to do operation and check carefully, summarized analysis on the processed business at the same time, try to make the work in a methodical, streamline, and reached a new level, the daily calcination after tense and orderly, I feel myself work skills on a new step, do every job has a clear plan and step, really had the heart bottom, basic did it MangErBuLuan, tight and do not come loose, clear, everything is clear, I was here last year to deal with business without any error.

Three is to do a good job of the practice of the data set and switch, 20 years of data cleaning and concentrated engineering is one of the priorities of our bank, so I check the data before the data set on the one hand the cleanup, asset data test results for each issued by check and adjustment, ensure the accuracy of our bank PCAS data, for we have laid a good foundation for the smooth of data centralization, exercise before switching on the other hand, according to the requirements for each phase of the switching drills and stress testing, skilled operation process of the new system. Furthermore is to do a good job of switching data set, the data before and after the switch check earnestly receive, print and check the related information, to ensure that the before and after our bank data set in the data connection and data integrity.

Fourth, we have done a good job of acting as agents, and since last year we have increased our turnover of wages and budget, and we have more and more units.

In various fee collection and generation, as well as units and the bank's business, I think the customer thought, the anxious customer anxious, collaborative colleagues do well service, won the trust and support of various units accounting personnel.

Five is to do a good job of deposits, on the one hand, strengthen the service counter, with good service attitude and service quality to attract customers, on the other hand, to strengthen the listed spare store work, the use spare time to visit friends and relatives, to mobilize the relatives and friends deposit to our bank, I accumulated LanCun 05 70 ten thousand yuan.

Six is to strengthen the business skills practice, in today's financial market fierce competition, in addition to strengthen their theoretical quality and professional level, as first-line employees, we should strengthen their business skills, so that we can work in with ease, better for the general customers to provide convenient, quick and accurate service, since this year I took an active part in units at the skill practice, use of spare time and evenings at the ministry of hard work, practice skills, make oneself of the business skills have improved obviously, and passed the city branch of the organization's business skills test.

For one year, I did some work, have also made some achievements, it is with leaders and colleagues of concern, support and help, but I also has some disadvantages. To this, I will be more strict with myself in the later work practice, with pragmatic attitude actively, solid ground, work efficiently, effectively raise the quality of service skills and service, contributing to the development of our own strength.

金融类英文自我评价范文 篇3

In * * city financial work to increase financial support to the economy as the main line, actively promote the supply of credit, widen the direct financing channels, improve financial ecological environment, good results were obtained:

First, the important work of the year

(1) the main indicators are completed

1, credit work

* * in the loan balance of the banking financial institutions in the city the local * * one hundred million yuan, up 18.1% from a year earlier, * increase one hundred million yuan from a year earlier, compared with the increased one hundred million yuan * * more, 104% of the 17 billion yuan of the provincial government issued new task, ranking second in the provincial cities.

2, listing work

Jinchen machinery through the introduction of strategic investors, intermediary institutions, complete the enterprise restructuring, after entering is reported to the counseling process, * * in the first quarter is expected to declare the material. The company has launched preparations for the ipo, and the company has been in close talks with the brokerages.

Fund financing work

Exceptional equipment manufacturing, giant into the teaching of science and technology, forword industry, chemical industry and so on enterprise and the fund company negotiated, intends to introduce the fund size of a total of 540 million yuan. Everbright Macquarie China infrastructure fund is interested in controlling or participating in public utilities such as sewage treatment, heating and gas supply.

Multi-channel financing

By expanding the financing channels, to promote the business outside the watch, financing lease, trust, such as multi-channel financing, financing for the whole year more than 26 billion yuan, the 17 billion yuan target required by the provincial government plan.

The construction of small loan companies and financing guarantee companies

* * opened the city approved microfinance company 51, the amount of registered capital is 2.68 billion yuan, year accumulative total for the small and medium-sized enterprises and the "three rural" issue loans 20 pen, * one hundred million RMB, loan balance is RMB 2.03 billion. 22 hefei has approved the opening of financing guarantee company, registered capital RMB one hundred million * *, the cumulative for * RMB 4.36 billion for issuing guaranteed loans of small and medium-sized enterprises, guarantee loan balance of 4.6 billion yuan.

Main job:

We will actively promote credit delivery and encourage credit orientation.

The work is to establish a credit to promote coordination mechanism, every ten-day scheduling credit work, the last week of every month for all financial institutions on day scheduling, aggregate, said Saturday.

Goals second is to set up a credit evaluation system, the new loans will be 20 billion yuan target decomposition to various financial institutions and various city, park, the government of all kinds of preferential support credit outstanding financial institutions of deposit.

Three is sorting out the city * * at the beginning of year 171 financing needs projects, needs 43.7 billion yuan of funds, organized according to the requirements of capital financing, key project financing and the import and export many special fields such as bank business promotion.

Fourth, we have actively introduced the foreign port bank, socgen and everbright bank to open the branch in our city. By the end of * * * * years, nine outgoing bank loan balances has housed * * one hundred million yuan, 16.7% of the loan balance in the city, the annual new loans of 6.69 billion yuan, accounting for 38% of the city's new loans.

Five is to guide credit support for small and medium-sized enterprises and the "three rural", the city and the people's bank of holding the "county" financial support agriculture activities, holding consists of small and medium-sized enterprise service center for financing platform, in collaboration with CDB loans to support small and medium-sized enterprises in zhuhai was 100 million yuan, up to now totaling more than 300 small and medium-sized enterprises loans of 1.4 billion yuan.

Many measures will be used to promote the listing of enterprises.

First, we will accelerate the preparation of key enterprises to go public, so that enterprises such as * * machinery and China magnesium group have launched their public offerings in a timely manner.

Second is to intensify policy support, the city government issued policy measures to support listed companies, to keep our city support for capital and the provincial government, with the proportion in place.

Third, we will cultivate a reserve enterprise to help enterprises improve their quality, set up image and accelerate development, and strive for early access to market conditions. Four is for listed company (service, coordinate to solve the problems such as land, capital, specification, together with the city industrial and commercial bureau, the city the irs issued public policy support. Five is privately raised company bonds for the start of the new three board and small and medium-sized enterprises work to build the foundation, established new three board reward policy, contact agency to carry out the new three board and training in the promotion of small and medium-sized enterprise privately raised company bonds.

We will increase prevention and treatment of illegal fund-raising.

One is to propaganda work to implement, produced 20xx0 vice advertising poker to extend to the grass-roots units, 15 units organized and the urban square publicity activities, made 1 time in * * journal reports.

Second, we will clean up the work. In the whole year, we have conducted two rounds of checks, and two cases have been dealt with. At the same time, we should be able to understand and understand the situation of the people's visit, and then, in accordance with the principle of discrimination, do a good job to promote the promotion of education.

Third, the financial office of the people's government of yingkou city has a contingency plan for dealing with illegal fund-raising events.

Improving financial innovation capacity.

Is a financial innovation to promote port, the draft submitted to the provincial government on setting up "yingkou port financial innovation experimental zone" for instructions, the provincial government approval, zhuhai symposium held its logistics business and financial operations, respectively, at the same time in Shanghai, ningbo and other 5 city learn advanced experience, completed the first draft of financial innovation experimental zone of yingkou in August.

Second, we will carry out trials of science and technology finance. Establish venture investment funds, to encourage small and mid-sized enterprise, risk investment institutions, private capital participation in investment, yingkou HuiYing company will provide seed money 15 million yuan.

We will support the development of microlending companies and financing guarantee companies, and strengthen oversight of the two industries.

First, we will vigorously promote institutional development and sustainable development. In 20xx, the new batch of open guarantee organization has five, and the small loan company has opened 20 new batch. The distribution of branches is more reasonable, and the microloan company can realize all the county districts. We have recommended a group of microlenders to CDB for financing support. It also highlights the characteristics of large, specialized microlenders and financing guarantee companies.

Second, we will improve oversight measures in the industry. We will promote the construction of two industry regulatory systems in the city, and conduct on-site inspections in the form of linkage, adjustment and coordination of municipal and county supervisory departments. To organize the daily use of the supervision system of microloan company in the city, to realize the real-time monitoring of risk.

Third, we will promote the self-discipline of the industry, establish and improve the industry association of microlending companies, and focus on the work of the association to carry out the training of employees in the season.

金融类英文自我评价范文 篇4

I have been working in the company since December. Over the course of the year, I have made great progress in all aspects of our efforts through the care and guidance of our unit leaders and colleagues. I now report to the unit leaders and colleagues about my work for the past year:

One, in thinking, through to participate in a series of study and training and work and the unit that I deeply realized that learning the importance and necessity of the combination of theory and practice. Before the work, I was so weak and less aware of the collective sense of honor and the big picture that I didn't know what it was. A year of work, from work to life, from life to reality, every link is so important and important. We engaged in financial work, especially when engaged in a line at the counter, I always want to maintain a high alert and careful and meticulous attitude, realize what just call: do something repeatedly is the successful reason! In the face of money, we should stand up to the test and temptation, and firmly set up the right monetary values. Security is greater than the day. We must always improve security awareness, strengthen internal control and build a strong security barrier.

Second, we should continue to maintain good working style and positive learning attitude at work. Ask the old staff for advice and study. Have the courage to explore and develop new business and new varieties, actively do well periphery deposits, combining the reality of their own work, checking, self-correction, find out the existing problems in the work, good at discovering problems, thinking. I remember I was so confused and overwhelmed when I started working. When dealing with the business, they are nervous and afraid of making mistakes. So it was a really tough day for me. In fact, it doesn't work very well, just adding more weight and stress to yourself. Afterwards, through constant practice and explore, I finally overcome the fear psychology, business also began gradually from unfamiliar to the familiar, from nervous to calm. Now, work is a pleasure for me, a duty and a noble mission.

Three, in life, never to arrive, never know to know, from nothing to have, from dependence to independence, this is a short and long journey. After a year of hard work and struggle, I have learned to their money, only know before I have no money he stretched out his hand to his parents, now their turn "in charge", his grasp of the economy. Even the usual bedtime and rising time can no longer like before have a job without rules, to grasp their own every day, every minute, what things are only on their own to deal with, can no longer rely on family and friends. After the work, sometimes it may be late to get home, sometimes because of the need of work, and even rest is working overtime. When you finish your busy work each day, you drag your tired body home. This is work, although somewhat tired, but it is full and meaningful.

Of course, in this year of work, I also have a bad place to do. We are not mature enough, we are not active enough in our work, we are not disciplined enough in our life. We hope that through hard work and hard work, we will be able to correct our efforts and strive for the best.

The time is really fast, I have been working in my eyes for a year, and looking back on the past, I can't help thinking about it. In a word, work in just one year, but it is my life role transformation, is one of my growing years, is also my career on rural finance by the strange and familiar, love and willing to be a lifelong dedication without a year.

Finally, with the arrival of 20xx, I sincerely wish the agricultural letter of our district to be prosperous and successful. I wish the whole staff of our district trust in the New Year: good health, good work, family happiness and all the best!