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.
OCC releases CRA evaluations
The OCC issued a list of Community Reinvestment Act (CRA) performance evaluations that became public during February. Of the 13 evaluations, 10 are rated "Satisfactory," one is rated "Needs to Improve," and these two banks were rated "Outstanding":
- The First National Bank and Trust Co., Chickasha, Oklahoma (fourth consecutive Outstanding rating)
- Chain Bridge Bank, N.A., McLean, Virginia (its first Outstanding rating; bank established in 2007)