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 bans three from industry
The National Credit Union Administration has reported it issued one prohibition notice and two prohibition orders in March. The orders prohibit these individuals from participating in the affairs of any federally insured financial institution.
- Stephanie Joyce-Benne Beauford, a former employee of Michigan First Credit Union in Lathrup Village, Michigan
- Jennifer N. Zanassi and Melissa M. Mosher, former institution-affiliated parties of Western Heritage Federal Credit Union in Alliance, Nebraska