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 CRA evaluations
The OCC has released a list of Community Reinvestment Act (CRA) performance evaluations that became public in June. Twenty-three institutions were evaluated. Eighteen were rated satisfactory and the following five received outstanding ratings:
- City First Bank of D.C., National Association, Washington, D.C.
- The City National Bank of Metropolis, Metropolis, Illinois
- Carver Federal Savings Bank, New York, New York
- Home National Bank, Racine, Ohio
- Martinsville First Savings Bank, Martinsville, Virginia