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 released
The OCC has announced its release of a list of Community Reinvestment Act performance evaluations that were made public in January. Of the 28 evaluations listed, 21 are rated Satisfactory and seven are rated Outstanding. Our congratulations to those receiving Outstanding ratings (links are to their performance evaluations):
- BankChampaign, N.A., Champaign, Illinois
- Landmark National Bank, Manhattan, Kansas
- First National Bank of Omaha, Omaha, Nebraska
- DSRM National Bank, Albuquerque, New Mexico
- Home Federal Bank of Tennessee, Knoxville, Tennessee
- HSBC Bank USA, N.A., Tysons, Virginia
- The First National Bank and Trust Company, Beloit, Wisconsin