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.
Mortgage manager banned from banking
The Federal Reserve Board has announced that it has prohibited Daniel X. Brennan, a former mortgage production manager at Regions Bank, Birmingham, Alabama, from participating in the banking industry, after finding that Brennan engaged in unsafe and unsound practices, or breached his fiduciary duty to the bank, by making payments by personal check to a Regions Bank loan processor who processed and approved certain mortgage loans originated by Brennan, in violation of Regions' policies.