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 released a list of Community Reinvestment Act (CRA) performance evaluations of OCC-supervised institutions that became public in August. The possible ratings are outstanding, satisfactory, needs to improve, and substantial noncompliance. Of the 20 evaluations listed, twelve are rated satisfactory, and one is rated needs to improve. Our congratulations to the seven institutions that received Outstanding ratings:
- Community West Bank, National Association, Goleta, CA
- First National Bank of Las Animas, Las Animas, CO
- The First National Bank in Carlyle, Carlyle, IL
- Rollstone Bank & Trust, Fitchburg, MA
- Chesapeake Bank of Maryland, Baltimore, MD
- First National Bank North, Walker, MN
- The First National Bank of Buhl, Mountain Iron, MN
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