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October 29
Documenting an Applicant's Intent to be a Joint Applicant;
David Dickinson

November 4
Issues with Deceased Customers;
Mary Beth Guard and John Burnett

November 5
Vault Burglaries, Floods, Fires & Other Disasters;
Dave McGuinn

November 6
MLO v LO - Who Has to Do What?;
Jack Holzknecht and Mary Beth Guard

November 13
Domestic Violence & Workplace Violence: There Is A Link;
Shelly Collins and Dana Turner

November 18
Understanding USPAP and Regulatory Guidelines for Appraisal and Evaluation Compliance Reviews;
Eric Collinsworth



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#1879007 - 12/16/13 02:55 PM To do list 2014
ldsnanny Offline
Gold Star

Registered: 10/31/06
Posts: 441
What's on your "to do" list for 2014 (besides writing policies and procedures to conform with the changes taking place in January 2014)?

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#1879010 - 12/16/13 03:01 PM Re: To do list 2014 [Re: ldsnanny]
P*Q Offline

Power Poster

Registered: 05/29/01
Posts: 7360
Loc: By the ocean
On-line banking conversion, overhaul vendor management program amongst many other things.

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#1879018 - 12/16/13 03:12 PM Re: To do list 2014 [Re: ldsnanny]
JWills Online
Diamond Poster

Registered: 05/28/13
Posts: 1019
Loc: The Mitten State
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!!!
_________________________
Nonsense wakes up the brain cells.

--Dr. Seuss

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#1879027 - 12/16/13 03:24 PM Re: To do list 2014 [Re: ldsnanny]
RR Joker Offline
10K Club

Registered: 11/15/02
Posts: 16401
Loc: The Swamp
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.
_________________________
My opinion only. Not legal advice.

Say you'll haunt me - Stone Sour

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#1879064 - 12/16/13 04:07 PM Re: To do list 2014 [Re: RR Joker]
RR Sarah Offline
Diamond Poster

Registered: 03/16/04
Posts: 2232
Loc: Up North
My To Do List says...Buy More Lottery Tickets!
_________________________
Sometimes you have to burn a few bridges to keep the crazies from following you.

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#1879065 - 12/16/13 04:09 PM Re: To do list 2014 [Re: RR Sarah]
JWills Online
Diamond Poster

Registered: 05/28/13
Posts: 1019
Loc: The Mitten State
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!!
_________________________
Nonsense wakes up the brain cells.

--Dr. Seuss

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#1879113 - 12/16/13 05:09 PM Re: To do list 2014 [Re: ldsnanny]
HRH Okie Banker Offline
Power Poster

Registered: 01/14/03
Posts: 2581
Loc: Oklahoma
Please send your lottery ticket money to me and I will take care of everything. Thanks in advance....
_________________________
Just working here until I get my letter from Hogwarts.

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#1884817 - 01/09/14 03:29 PM Re: To do list 2014 [Re: ldsnanny]
Ric30 Online
100 Club

Registered: 04/22/05
Posts: 118
Loc: IN
Program upgrades, look into a returned check recovery product, electronic Fed returns, and evaluate workflow are the primary ones.

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#1884821 - 01/09/14 03:30 PM Re: To do list 2014 [Re: ldsnanny]
manimal Offline
Diamond Poster

Registered: 02/26/08
Posts: 2206
Loc: Deleted
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?
_________________________
We're all here 'cause we've lost control.

Innerpartysystem

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#1885024 - 01/10/14 09:36 AM Re: To do list 2014 [Re: ldsnanny]
QCL Offline

Power Poster

Registered: 05/23/02
Posts: 6196
Loc: NW IL
I have 113 Audits to do by 12/31/2014 smile
_________________________
I'm going to give you a little advice. There's a force in the universe that makes things happen. And all you have to do is get in touch with it, stop thinking, let things happen, and be the ball.

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#1885041 - 01/10/14 09:51 AM Re: To do list 2014 [Re: ldsnanny]
edAudit Offline
Power Poster

Registered: 07/18/08
Posts: 2959
Loc: You are here
Additional training
New Loan review program and quarterly reviews
Psych evaluation laugh
_________________________
Opinions can be considered as coming from anywhere but my employer.

CAMS


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