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.
NCUA approves rules changes and proposal
The National Credit Union Administration Board has announced it has approved three items on its recent meeting agenda:
- A final rule amending the agency’s regulation requiring real estate appraisals for certain transactions to provide greater clarity and a measure of regulatory relief.
- A final rule updating the agency’s fidelity bond requirements for corporate and natural-person credit unions.
- A proposed interpretive rule and policy statement that would expand career opportunities for individuals convicted of certain minor offenses.