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.
Red Flag 101 Training
BOL user Rizzo, developed this Red Flags 101 training for her bank's deposit and loan department employees. This is appropriate for new hires, those new to the department and for refresher training. The PowerPoint is 27 slides long and has detailed information, as well as scenarios that the employees can work through with practical application in mind. You can view the training content in the PDF file and customize it for your bank in the PowerPoint.
First published on 05/01/2009