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 diversity self-assessment for CUs
A letter to credit unions has been issued by the NCUA encouraging them to use its Voluntary Credit Union Diversity Self-Assessment as a tool for evaluating their diversity programs and practices and for determining how promoting greater diversity can lead to a stronger internal culture and better service. The Self-Assessment is available year-round, but the cutoff date for submitting this year’s information to the NCUA is January 15, 2020.