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.
Bureau plans Atlanta office
The Bureau of Consumer Financial Protection has announced plans to relocate its Southeast regional office from Washington, D.C. to Atlanta, Georgia. It already has regional offices in New York, Chicago, and San Francisco that are used mostly by supervision staff but also house enforcement attorneys and other Bureau personnel. Since the Bureau’s inception, the southeast regional team has been based temporarily at the Bureau’s D.C. headquarters. The move is anticipated to take place in late 2019.