Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Former Maryland banker banned
The Federal Reserve Board has announced it has prohibited Jacob H. Goldstein, a former president and CEO of NBRS Financial, Rising Sun, Maryland, from participating in the banking industry. The Board found that Goldstein engaged in unsafe and unsound practices, violations of law, and breached his fiduciary duties to NBRS Financial, by engaging in self-dealing transactions involving bank loans and withholding material information from the NBRS board of directors. Goldstein did not respond to the Board's notice of enforcement action, and its prohibition order was issued by default.
NBRS Financial entered FDIC receivership when it was closed by the Maryland Office of the Commissioner of Financial Regulation in October 2014.
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