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 Bulletin for covered savings associations
The OCC has issued Bulletin 2019-31 describing the process for federal savings associations with total consolidated assets of $20 billion or less (on their Call Report as of December 31, 2017), to elect to operate as covered savings associations able to engage in national bank powers under the OCC's final rule published on May 24.
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