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 October. Of the 37 institutions listed, 28 were rated satisfactory, one was rated need to improve, and these eight bank were rated outstanding (links are to their evaluation reports):
- Interstate Federal Savings and Loan Association of McGregor, McGregor, Iowa
- Home Bank SB, Martinsville, Indiana
- Lyons Federal Bank, Lyons, Kansas
- Leader Bank, National Association, Arlington, Massachusetts
- Bank of America, Charlotte, North Carolina
- Alerus Financial, NA, Grand Forks, North Dakota
- Elizabethton Federal Savings Bank, Elizabethton, Tennessee
- The Old Point National Bank of Phoebus, Hampton, Virginia