To do list 2014

Posted By: lds1958

To do list 2014 - 12/16/13 07:55 PM

What's on your "to do" list for 2014 (besides writing policies and procedures to conform with the changes taking place in January 2014)?
Posted By: P*Q

Re: To do list 2014 - 12/16/13 08:01 PM

On-line banking conversion, overhaul vendor management program amongst many other things.
Posted By: JWills, CRCM

Re: To do list 2014 - 12/16/13 08:12 PM

Getting better organized. As I inherited this position a little over 18 months ago, I am still finding things that I 'should have' been doing. Any tips would be greatly appreciated!!!
Posted By: RR Joker

Re: To do list 2014 - 12/16/13 08:24 PM

Originally Posted By: ldsnanny
What's on your "to do" list for 2014 (besides writing policies and procedures to conform with the changes taking place in January 2014)?


That is already done.

Next will be the Integrated Disclosures.
Posted By: RR Sarah

Re: To do list 2014 - 12/16/13 09:07 PM

My To Do List says...Buy More Lottery Tickets!
Posted By: JWills, CRCM

Re: To do list 2014 - 12/16/13 09:09 PM

Originally Posted By: RR Sarah
My To Do List says...Buy More Lottery Tickets!


Maybe we should do the BOL Lottery Ticket thingy! Kinda like the ornament exchange!!
Posted By: HRH Okie Banker

Re: To do list 2014 - 12/16/13 10:09 PM

Please send your lottery ticket money to me and I will take care of everything. Thanks in advance....
Posted By: Ric30

Re: To do list 2014 - 01/09/14 08:29 PM

Program upgrades, look into a returned check recovery product, electronic Fed returns, and evaluate workflow are the primary ones.
Posted By: manimal

Re: To do list 2014 - 01/09/14 08:30 PM

A full on fair lending review (not just a risk assessment)
Implementing informal comments from last Compliance Exam
Convincing someone else to handle Vendor Management
Trip to NOLA for the ABA RCC?
Posted By: QCL

Re: To do list 2014 - 01/10/14 02:36 PM

I have 113 Audits to do by 12/31/2014 smile
Posted By: edAudit

Re: To do list 2014 - 01/10/14 02:51 PM

Additional training
New Loan review program and quarterly reviews
Psych evaluation laugh