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.
Electronic Funds Transfer Act PowerPoint Slides
BOL User Crystal T. Lloyd developed this PowerPoint presentation to train employees on the provisions of the Electronic Funds Transfer Act (EFTA) and Reg E.In twenty quick slides, she covers everything from error resolution to civil and criminal liability.