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.
Williams named deputy comptroller
The OCC has announced that Norman Williams has been appointed Deputy Comptroller for Economic and Policy Analysis effective January 7, 2018. He succeeds Gary Whalen, who retired, and will oversee three divisions—Industry and Regional Analysis, International Analysis and Banking Condition, and Policy Analysis—that support the OCC’s supervisory mission by conducting research and analysis to identify and assess key financial and economic risks to national banks and federal savings associations.